CIK: 0001797135
申报总市值
US$2.3亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.12% | -0.15% | — | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.97% | +0.27% | — | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.52% | — | — | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.37% | — | — | |
| 5 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.87% | -0.54% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.77% | -0.51% | — | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 3.65% | -0.36% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.51% | +0.18% | — | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.45% | — | — | |
| 10 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 2.91% | — | — | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.44% | — | — | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.21% | +0.09% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | — | — | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 2.07% | -0.16% | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.72% | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.27% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.88% | -0.09% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.85% | — | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.83% | — | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.67% | -0.27% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | -0.63% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.47% | +0.07% | — | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | +0.09% | — | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.36% | — | — | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.35% | -0.51% | — | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.29% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.12% | — | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | +0.15% | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.13% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.13% | — | — | |
| 32 | LEVLUSD | Level One Bancorp INC | 股票-其他 | 1.11% | — | — | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.10% | +0.34% | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.99% | -0.38% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | — | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.92% | — | — | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.86% | -0.28% | — | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | -0.06% | — | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.78% | — | — | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | — | — | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.74% | +0.22% | — | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.70% | — | — | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | — | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | -0.09% | EXIT | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.61% | — | — | |
| 47 | VFC | Vf CORP | 股票-周期性消费 | 0.58% | — | — | |
| 48 | MCHP | Microchip Technology INC | 股票-科技 | 0.58% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | — | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.56% | — | — |