CIK: 0002005607
申報總市值
US$2.1億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-其他 | 35.58% | -2.23% | -1.48% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-其他 | 29.47% | -3.87% | +1.98% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 22.52% | -2.75% | -1.15% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 8.49% | -1.01% | +19.28% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 1.07% | -0.06% | +25.49% | |
| 6 | MCBS | Metrocity Bankshares INC | 股票-其他 | 0.52% | — | — | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | -0.11% | +0.23% | |
| 8 | TSLA | Tesla INC | 股票-循環性消費 | 0.49% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | -0.02% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.42% | -0.03% | +0.59% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | — | — | |
| 12 | AFL | Aflac INC | 股票-金融 | 0.17% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLQM | Franklin U.s. Mid Cap Multif | +3% | +19.28% | 加碼 |
| 2 | VONE | Vanguard Russell 1000 | +0.4% | -1.48% | 加碼 |
| 3 | SCHK | Schwab 1000 Index ETF | +0.2% | +25.49% | 加碼 |
| 4 | TSLA | Tesla INC | +0.2% | — | 減碼 |
| 5 | AVUV | Avantis US Small Cap Value | +0.1% | -1.15% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | 加碼 |
| 7 | HD | Home Depot INC | 0% | +0.23% | 加碼 |
| 8 | JNJ | Johnson & Johnson | 0% | — | 減碼 |
| 9 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.59% | 加碼 |
| 10 | AFL | Aflac INC | 0% | — | 不變 |
| 11 | MCBS | Metrocity Bankshares INC | -0.1% | — | 不變 |
| 12 | FBND | Fidelity Total Bond ETF | -3.8% | +1.98% | 加碼 |