CIK: 0001775530
申報總市值
US$3.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 25.05% | — | -0.79% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 11.35% | -0.28% | -0.46% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.14% | -0.30% | -0.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.80% | -0.16% | -0.11% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.98% | -0.26% | -0.63% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.33% | +0.06% | -0.32% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.14% | -0.06% | -2.46% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.87% | +0.28% | +5.91% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.86% | — | -0.32% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.80% | — | -0.64% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.51% | +0.13% | -0.45% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.48% | — | -1.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.02% | +0.20% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.17% | — | -0.99% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.43% | — | -0.42% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.42% | — | -4.45% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.40% | +0.12% | +0.03% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.24% | +0.12% | +1.04% | |
| 19 | BKE | Buckle Inc/the | 股票-其他 | 0.80% | -0.10% | +0.01% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | +0.10% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.78% | +0.07% | +0.20% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.65% | — | +2.10% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | — | +0.23% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.57% | — | +2.42% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | -4.37% | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 0.54% | -0.08% | +0.24% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.06% | -0.14% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | +0.06% | +0.08% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.42% | — | -0.41% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.41% | — | -7.90% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | +0.21% | +0.57% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.37% | — | -0.03% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | — | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.32% | +0.09% | +11.76% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.31% | +0.03% | +0.56% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.29% | — | +0.65% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.26% | — | +0.33% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.26% | — | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.22% | — | +0.34% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.22% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.21% | — | +145.39% | |
| 42 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.19% | — | +0.77% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.19% | — | -1.99% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | +0.45% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | — | +2.84% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.17% | — | +1.30% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.17% | — | — | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.16% | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.16% | +0.06% | — | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.16% | +0.20% | +5.32% |