CIK: 0001808523
申報總市值
US$6684.3萬
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 52.92% | +0.89% | -2.42% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 26.58% | -3.59% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.28% | -1.89% | -26.29% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.91% | — | -59.10% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.67% | +0.49% | NEW | |
| 6 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.59% | -0.19% | -4.18% | |
| 7 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.23% | — | -62.52% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.15% | — | -64.19% | |
| 9 | DE | Deere & Co | 股票-工業 | 0.72% | — | — | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | — | -64.38% | |
| 11 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.61% | -1.72% | EXIT | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 0.54% | — | — | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 0.53% | — | +13.30% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | -30.70% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | — | -72.56% |