CIK: 0001657703
申報總市值
US$2.7億
| # | 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 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 24.27% | -0.87% | -0.77% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 16.57% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.90% | +0.16% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.63% | +0.01% | -0.07% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 11.07% | -0.58% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.23% | -0.08% | -0.13% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.73% | -0.48% | -2.14% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 4.23% | -0.06% | — | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.36% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.1% | — | 不變 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.13% | 減碼 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.1% | -0.77% | 減碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | 0% | — | 不變 |
| 5 | ACWI | Ishares Msci Acwi ETF | 0% | — | 不變 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.07% | 減碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.14% | 減碼 |
| 8 | IWD | Ishares Russell 1000 Value E | -0.1% | — | 不變 |
| 9 | VGSH | Vanguard Short-term Treasury | -0.2% | — | 不變 |