CIK: 0001908587
申報總市值
US$2.9億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 23.85% | -2.16% | +1.30% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 13.83% | — | -1.11% | |
| 3 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 10.26% | — | +1.23% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.84% | — | +1.28% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 8.92% | — | +3.86% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.44% | — | +0.24% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.09% | -6.10% | +2.98% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.65% | -0.42% | +1.77% | |
| 9 | CDL | Victoryshares US Large Cap H | ETF-大型股與成長 | 3.53% | — | +1.23% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.36% | +3.30% | NEW | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.81% | — | -5.19% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.62% | — | +12.83% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | -1.34% | +13.60% | |
| 14 | EVBNUSD | Evans Bancorp INC | 股票-其他 | 0.57% | — | — | |
| 15 | BA | Boeing Co/the | 股票-工業 | 0.42% | — | -0.28% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.41% | — | -9.66% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.23% | -1.45% | -1.83% | |
| 18 | BX | Blackstone INC | 股票-金融 | 0.22% | -0.08% | EXIT | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.20% | — | — | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.15% | — | — |