CIK: 0001840025
申報總市值
US$53.0億
| # | 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 44.70% | -3.68% | +5.92% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 24.46% | -0.66% | -0.33% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.30% | +0.07% | -48.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.60% | -1.10% | -1.41% | |
| 5 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 4.45% | +0.38% | +485.32% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.19% | -0.08% | +36.04% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.74% | -0.05% | +87.15% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.65% | +1.20% | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.50% | +0.03% | -6.64% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | -0.06% | -89.11% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.32% | -1.03% | +6.41% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.21% | -0.03% | — | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 1.10% | -0.06% | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | +0.03% | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.49% | -0.01% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.16% | — | -79.33% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.12% | -0.01% | -4.90% | |
| 18 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.05% | — | — |