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 | 5.27% | — | +0.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.76% | -0.51% | -13.08% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.31% | -0.51% | -1.54% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.20% | — | -2.19% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.18% | — | +1.79% | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 3.95% | -0.36% | +0.03% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.89% | +0.27% | +4.03% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.57% | -0.15% | -2.08% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.38% | -0.54% | -1.52% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.72% | +0.28% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.92% | +0.09% | -0.60% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.82% | — | +11.33% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.82% | — | +1.46% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.62% | +0.18% | +4.23% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 2.35% | -0.16% | +1.13% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | -0.63% | -0.06% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.81% | +0.09% | +1.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.27% | +7.95% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.65% | -0.09% | -3.71% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | — | -1.25% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.62% | — | +0.73% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.55% | — | -0.12% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | -0.27% | +2.78% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.51% | +0.34% | +1.65% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.34% | -0.38% | -5.50% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.32% | — | -0.03% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | +0.07% | -2.17% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.26% | — | +2.26% | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.20% | — | +0.46% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 1.08% | +0.22% | +5.49% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.97% | +0.19% | — | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.13% | -3.21% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | — | -0.41% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.83% | -0.28% | +6.41% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.78% | — | +9.67% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | -13.79% | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.68% | — | -14.40% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.65% | -0.06% | +0.02% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.65% | — | +8.35% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.63% | — | +5.64% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.15% | -9.63% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | -0.09% | EXIT | |
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.53% | +0.18% | +7.97% | |
| 44 | MCHP | Microchip Technology INC | 股票-科技 | 0.52% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.12% | +1.08% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | — | -22.52% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.50% | — | -71.37% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | — | -6.30% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.49% | — | +17.19% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.45% | — | -0.66% |