CIK: 0001699803
申報總市值
US$9366.7萬
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 29.18% | +1.11% | +2426.48% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 17.20% | — | +3.24% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 14.52% | -0.11% | -78.70% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 11.23% | — | -61.21% | |
| 5 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 6.35% | — | -48.73% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 4.84% | — | — | |
| 7 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 4.14% | — | +4.88% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.61% | +0.05% | +1.67% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.86% | +0.04% | -10.65% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.86% | +7.79% | +25.36% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.57% | +0.31% | +29.75% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | +0.33% | NEW | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.38% | — | +29.90% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.38% | — | -35.69% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.23% | +0.09% | -49.93% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.22% | — | -15.13% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.18% | — | — | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.12% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.12% | +0.20% | — | |
| 20 | SYSB | Ishares Systematic Bond ETF | ETF-其他 | 0.11% | — | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.09% | — | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.04% | +0.46% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.03% | — | -99.70% | |
| 24 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.02% | — | — |