CIK: 0001908885
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 17.91% | — | -0.70% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 14.64% | — | +2.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.09% | — | -0.94% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 11.25% | — | +1.55% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 7.78% | — | +1.62% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 7.52% | — | +0.89% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.18% | — | -52.01% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.99% | — | -50.32% | |
| 9 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 4.51% | — | +0.71% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.79% | — | +0.82% | |
| 11 | KORP | American Century Diversified | ETF-其他 | 2.52% | — | +1.89% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.93% | — | +3.08% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.72% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | — | +1.25% | |
| 15 | WTBA | West Bancorporation | 股票-其他 | 0.65% | — | — | |
| 16 | NRG | Nrg Energy INC | 股票-公用事業 | 0.53% | — | +1.07% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.33% | — | +2.00% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.31% | — | — | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.28% | — | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.27% | — | -1.69% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.23% | — | +1.44% | |
| 23 | SLB | Slb LTD | 股票-能源 | 0.22% | — | +0.80% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.15% | — | — |