CIK: 0001821455
申報總市值
US$2.1億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 22.26% | +1.85% | +24.92% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 13.56% | +0.34% | +46.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 12.60% | -4.87% | +1.68% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.60% | -3.03% | -5.06% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.62% | +4.67% | +3.79% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 7.33% | -1.83% | +3.88% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.21% | +0.14% | +3.02% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.53% | +0.31% | +5.35% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.87% | +0.48% | -34.08% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.23% | — | -48.63% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.91% | +0.59% | -57.27% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.29% | — | +0.82% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | +1.13% | -13.56% |