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 | 50.00% | -0.51% | +1.00% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 33.84% | +0.78% | +4.30% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.87% | +0.19% | +2.56% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.39% | -0.19% | +3.72% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.69% | +0.03% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.63% | -0.12% | +13.09% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.03% | +0.01% | -0.07% | |
| 8 | BOKF | Bok Financial Corporation | 股票-其他 | 0.49% | — | — | |
| 9 | FITB | Fifth Third Bancorp | 股票-金融 | 0.44% | — | +0.01% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | -0.01% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.33% | -0.02% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | -0.05% | -1.59% | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.23% | -0.01% | +0.23% | |
| 14 | WSBC | Wesbanco INC | 股票-其他 | 0.15% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.11% | — | — | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.10% | — | — |