CIK: 0001898838
申報總市值
US$1.2億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 17.44% | +1.18% | +50.87% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 16.89% | -1.13% | +18.36% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 15.67% | +0.58% | — | |
| 4 | SPGM | State Street Spdr Portfolio | ETF-其他 | 14.30% | -0.85% | +11.73% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 11.84% | -1.57% | +137.06% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.95% | +0.05% | — | |
| 7 | RSPR | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.64% | — | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.74% | +0.10% | — | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.48% | -0.03% | -56.86% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | -0.02% | -88.77% | |
| 11 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | 0.50% | — | — | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | +0.04% | -50.05% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.29% | — | -96.31% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | -0.02% | -45.07% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | — | +3.56% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.24% | -0.03% | — | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.24% | +0.08% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.24% | +0.06% | — |