CIK: 0001874146
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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 16.35% | +0.52% | +1.13% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 11.85% | -1.18% | +1.02% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 11.58% | +0.24% | -5.43% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 11.55% | +0.52% | +3.40% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.48% | +0.62% | +1.47% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 6.34% | +1.42% | -5.65% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.43% | -0.18% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.31% | +0.10% | +3.52% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.15% | -0.34% | — | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.61% | +0.05% | +3.30% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.37% | +0.13% | +3.90% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.23% | +0.01% | +4.26% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.19% | -0.19% | +3.64% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.53% | -0.42% | +36.05% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.38% | -0.24% | -0.76% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | -0.06% | +67.24% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | -0.33% | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.81% | -0.04% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.49% | -0.05% | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.36% | -0.03% | +0.50% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | -0.05% | — | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.25% | -0.23% | — | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.25% | -0.03% | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.24% | -0.02% | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.21% | +0.01% | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | +0.05% | — | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.18% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | -12.38% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.16% | — | — |