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 | 56.45% | +0.89% | -3.29% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 31.23% | -3.59% | EXIT | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.57% | — | -32.74% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.32% | +0.49% | NEW | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.21% | — | +201.58% | |
| 6 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.05% | -1.72% | EXIT | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.95% | -2.58% | — | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | — | — | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.48% | +0.49% | NEW | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.47% | — | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | — | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.43% | +0.48% | NEW | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.40% | +1.84% | NEW | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | +0.47% | NEW | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | +0.31% | NEW | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +0.99% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.30% | +0.87% | NEW |