CIK: 0001965479
申報總市值
US$3.2億
| # | 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 20.88% | -0.70% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 19.98% | -1.08% | — | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 19.14% | +0.03% | — | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 12.71% | — | — | |
| 5 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 6.17% | -0.10% | — | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.01% | -0.31% | — | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.99% | -0.18% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.12% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.15% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.65% | -0.06% | — | |
| 11 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.31% | -0.10% | — | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.08% | — | — | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.96% | — | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | — | — | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.50% | -0.21% | — | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.48% | -0.02% | — | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | +0.18% | — | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 0.41% | — | — | |
| 19 | HUM | Humana INC | 股票-醫療保健 | 0.38% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.38% | -0.08% | — | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.04% | — | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.23% | -0.01% | — | |
| 23 | CHDN | Churchill Downs INC | 股票-循環性消費 | 0.21% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.21% | +1.58% | — |