CIK: 0002110687
申報總市值
US$1.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.69% | -1.15% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 16.92% | -0.25% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 16.22% | +0.59% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.67% | -0.56% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 7.51% | -0.09% | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 6.17% | +0.75% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.36% | -0.29% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.23% | -0.15% | — | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.15% | +0.20% | — | |
| 10 | VPU | Vanguard Utilities ETF | ETF-其他 | 3.12% | +0.52% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.50% | +0.23% | — | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.37% | +0.20% | — | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.02% | +0.01% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.98% | -0.05% | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | +0.07% | — | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.71% | -0.03% | — | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.57% | +0.11% | — | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.34% | -0.02% | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | -0.03% | — | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.07% | — |