CIK: 0001536340
申報總市值
US$7263.0萬
| # | 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 46.29% | — | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 27.80% | — | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 18.54% | — | — | |
| 4 | ✓ | Rowe T Price Intl Fds Emerg Mk | 股票-其他 | 1.85% | — | +2.47% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.51% | — | +0.35% | |
| 6 | ✓ | Fqf Tr | 股票-其他 | 1.33% | — | +0.49% | |
| 7 | ✓ | Proshares Tr | 股票-其他 | 1.32% | +0.22% | — | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.95% | +0.13% | — | |
| 9 | ✓ | Spdr Series Trust | 股票-其他 | 0.23% | +0.07% | +0.37% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr Series Trust | -0.1% | +0.37% | 加碼 |
| 2 | ✓ | Rowe T Price Intl Fds Emerg Mk | -0.3% | +2.47% | 加碼 |
| 3 | ✓ | Fqf Tr | -0.3% | +0.49% | 加碼 |
| 4 | ITOT | Ishares Core S&p Total U.s. | -0.4% | +0.35% | 加碼 |
| 5 | VB | Vanguard Small-cap ETF | — | NEW | 新建倉 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 清倉 |
| 7 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建倉 |
| 8 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清倉 |
| 9 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建倉 |
| 10 | EDV | Vanguard Extended Dur Treas | — | EXIT | 清倉 |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | — | EXIT | 清倉 |
| 12 | VDC | Vanguard Consumer Staple ETF | — | EXIT | 清倉 |
| 13 | VHT | Vanguard Health Care ETF | — | EXIT | 清倉 |
| 14 | VPU | Vanguard Utilities ETF | — | EXIT | 清倉 |
| 15 | ✓ | Proshares Tr | — | NEW | 新建倉 |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新建倉 |
| 17 | MSFT | Microsoft CORP | — | NEW | 新建倉 |