CIK: 0001568219
申報總市值
US$2.8億
| # | 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 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 14.22% | -0.26% | -1.12% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 14.10% | +1.33% | +0.29% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 13.51% | -0.88% | -1.73% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.90% | -0.17% | -1.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.82% | -8.90% | EXIT | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.53% | +0.97% | +0.61% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.81% | -0.29% | +6.40% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 4.71% | -0.26% | -0.61% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.02% | -0.33% | -0.65% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.27% | +0.16% | -0.25% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.13% | +1.32% | +12.27% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.07% | +7.73% | +0.14% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.80% | +0.11% | +0.33% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.62% | -0.29% | +10.95% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.08% | -0.28% | +0.40% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.58% | — | -0.40% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.32% | +0.01% | -1.27% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.19% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.09% | -0.01% | -27.51% | |
| 20 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.07% | — | -8.13% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.05% | — | -9.12% | |
| 22 | XLB | Ss Materials Select Sector | ETF-其他 | 0.05% | — | +0.51% | |
| 23 | ✓ | ETF | 股票-其他 | 0.05% | — | — |