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 | 24.45% | -0.87% | +2.93% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 15.20% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.23% | +0.16% | -0.80% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.06% | +0.01% | -1.06% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 11.00% | -0.58% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.57% | -0.48% | +9.74% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.18% | -0.08% | — | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.59% | -0.06% | -14.77% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.13% | — | +2.62% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | -0.33% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +9.74% | 加碼 |
| 2 | VGSH | Vanguard Short-term Treasury | +0.8% | +2.62% | 加碼 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.2% | +2.93% | 加碼 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | 不變 |
| 5 | IWV | Ishares Russell 3000 ETF | -0.1% | — | 不變 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -1.06% | 減碼 |
| 7 | ACWI | Ishares Msci Acwi ETF | -0.6% | -14.77% | 減碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | -0.7% | -0.80% | 減碼 |
| 9 | IWD | Ishares Russell 1000 Value E | -1.4% | — | 不變 |
| 10 | VUG | Vanguard Growth ETF | — | NEW | 新建倉 |