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 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.19% | — | -0.72% | |
| 2 | ABBV | Abbvie INC | 股票-医疗保健 | 4.82% | -0.36% | +0.36% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.82% | -0.51% | +9.73% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.24% | — | -0.19% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.15% | — | -0.83% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.94% | -0.51% | +1.05% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.77% | +0.27% | -0.87% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.48% | -0.15% | -2.30% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.30% | -0.54% | +1.64% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.07% | +0.09% | +3.96% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.75% | — | -1.40% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.72% | +4.82% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.64% | — | +0.82% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.56% | +0.18% | -0.46% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 2.25% | -0.16% | +2.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | -0.63% | +2.40% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.86% | — | -20.99% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.69% | +0.09% | +2.49% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.66% | — | +6.06% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.63% | -0.09% | +0.02% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.59% | +0.34% | +0.47% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.53% | — | -0.18% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.27% | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | -0.27% | -0.15% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | +0.07% | -5.62% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.28% | — | -1.22% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.27% | — | +0.59% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.38% | +5.07% | |
| 30 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.14% | — | +0.49% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.99% | +0.22% | +17.91% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.13% | +10.11% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.89% | — | +19.83% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +0.33% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.76% | -0.28% | -0.52% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.73% | — | +62.79% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | +1.03% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.71% | -0.06% | -0.23% | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.68% | — | +0.30% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.15% | -20.72% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.59% | — | -0.26% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | -0.09% | EXIT | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | +6.21% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | — | +40.26% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +8.27% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +207.55% | |
| 47 | MCHP | Microchip Technology INC | 股票-科技 | 0.50% | — | -0.65% | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | -0.13% | EXIT | |
| 49 | MRO* | Marathon Oil CORP | 股票-其他 | 0.44% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | -0.11% | +0.74% |