CIK: 0001774552
申報總市值
US$115.4億
| # | 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 | 33.93% | -0.75% | +11.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 27.75% | +0.13% | +13.21% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.63% | +0.06% | +14.98% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 12.10% | +0.01% | +24.96% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 6.69% | -0.37% | +4.88% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-其他 | 5.12% | +0.09% | +7.41% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.78% | -0.04% | +21.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +1% | +24.96% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +11.73% | 加碼 |
| 3 | TIP | Ishares Tips Bond ETF | +0.1% | +21.55% | 加碼 |
| 4 | IYR | Ishares US Real Estate ETF | 0% | +7.41% | 加碼 |
| 5 | VEA | Vanguard Ftse Developed ETF | -0.2% | +13.21% | 加碼 |
| 6 | AGG | Ishares Core U.s. Aggregate | -0.3% | +14.98% | 加碼 |
| 7 | GLD | Spdr Gold Shares | -0.7% | +4.88% | 加碼 |