CIK: 0001861158
申报总市值
US$4.3亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 51.03% | -0.01% | -1.68% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.98% | +0.21% | -0.55% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 11.82% | +0.98% | -4.13% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.27% | -0.06% | +13.70% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 6.91% | +0.02% | +6.54% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.16% | -0.05% | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | +0.06% | -13.55% | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.60% | -3.57% | -40.71% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.60% | — | — | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.55% | +0.15% | +101.06% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.45% | +0.01% | — | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.23% | +0.02% | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.17% | +0.01% | -5.80% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.10% | +0.01% | -32.80% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.09% | — | — |