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 | 24.79% | -0.87% | -0.93% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 19.20% | +0.16% | -14.73% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 14.86% | +0.29% | -1.87% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.08% | -0.58% | -4.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.03% | -0.48% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.11% | -0.08% | -13.25% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 6.90% | -0.06% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 4.39% | -0.33% | — | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.02% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +1.2% | -1.87% | 減碼 |
| 2 | VT | Vanguard Tot World Stk ETF | +0.9% | -0.93% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | — | 不變 |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.3% | — | 不變 |
| 5 | IWV | Ishares Russell 3000 ETF | +0.2% | -4.30% | 減碼 |
| 6 | VUG | Vanguard Growth ETF | +0.1% | — | 不變 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | 不變 |
| 8 | VGSH | Vanguard Short-term Treasury | — | — | 不變 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -13.25% | 減碼 |
| 10 | VEA | Vanguard Ftse Developed ETF | -2.5% | -14.73% | 減碼 |