CIK: 0001715304
申報總市值
US$53.6億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 36.37% | +3.41% | NEW | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 28.81% | -4.48% | -0.14% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 10.88% | -0.12% | -10.10% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 5.71% | — | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.71% | -3.08% | — | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.85% | -0.11% | -6.29% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.85% | -0.10% | -5.34% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.52% | -0.02% | -7.88% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.22% | +0.03% | — | |
| 10 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.96% | — | — | |
| 11 | ✓ | 股票-其他 | 0.75% | — | -6.19% | ||
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.35% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | -43.8% | — | 不變 |
| 2 | GVI | Ishares Intermediate Governm | -44.8% | — | 不變 |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新建倉 |
| 4 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建倉 |
| 5 | QUAL | Ishares Msci USA Quality Fac | — | NEW | 新建倉 |
| 6 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新建倉 |
| 7 | ACWV | Ishares Msci Global Min Vol | — | NEW | 新建倉 |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | 新建倉 |
| 9 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建倉 |
| 10 | BSCK | Invesco Bulletshares 2020 Co | — | NEW | 新建倉 |
| 11 | ✓ | — | NEW | 新建倉 | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新建倉 |