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 | 19.33% | +1.85% | -0.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 18.78% | -3.03% | -3.12% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.27% | +4.67% | -1.95% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 10.05% | -4.87% | -1.51% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 5.82% | +0.48% | -0.88% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.79% | +0.59% | -0.74% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.36% | +0.14% | -1.54% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.04% | -1.83% | -2.93% | |
| 9 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 4.23% | -0.23% | -1.47% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 3.96% | +1.13% | -4.11% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.86% | +0.34% | -0.88% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.83% | +0.44% | -0.74% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.67% | +0.31% | -1.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.2% | -1.51% | 減碼 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -1.95% | 減碼 |
| 3 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.54% | 減碼 |
| 4 | IJR | Ishares Core S&p Small-cap E | — | -1.78% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.12% | 減碼 |
| 6 | IEMG | Ishares Core Msci Emerging | 0% | -2.93% | 減碼 |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | -0.74% | 減碼 |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -0.74% | 減碼 |
| 9 | GSEW | Goldman Sachs Eql Wght Large | 0% | -1.47% | 減碼 |
| 10 | IEF | Ishares 7-10 Year Treasury B | 0% | -0.88% | 減碼 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -0.88% | 減碼 |
| 12 | VUG | Vanguard Growth ETF | -0.1% | -4.11% | 減碼 |
| 13 | AGG | Ishares Core U.s. Aggregate | -0.1% | -0.79% | 減碼 |