CIK: 0001802119
申报总市值
US$2.5亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 52.30% | -0.51% | -3.39% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 32.57% | +0.78% | +5.41% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.12% | +0.19% | +0.52% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.03% | -0.19% | -0.82% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.83% | +0.03% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.65% | -0.12% | — | |
| 7 | FITB | Fifth Third Bancorp | 股票-金融 | 1.10% | — | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.06% | +0.01% | -0.21% | |
| 9 | BOKF | Bok Financial Corporation | 股票-其他 | 0.58% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.05% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.23% | -0.01% | — | |
| 12 | WSBC | Wesbanco INC | 股票-其他 | 0.12% | — | — | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | -0.01% | — |