CIK: 0001976751
申报总市值
US$2079.9万
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 27.23% | +1.23% | +2.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 17.42% | -0.49% | +1.17% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 9.45% | -1.60% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.89% | +0.20% | +2.57% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.88% | +0.14% | +1.93% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 7.82% | +0.15% | +2.13% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 6.37% | +0.10% | +2.97% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 4.76% | +0.10% | +2.30% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.45% | +0.07% | +3.32% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.50% | +0.03% | +1.31% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.23% | +0.09% | +1.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | -0.3% | +1.27% | 加仓 |
| 2 | VO | Vanguard Mid-cap ETF | -0.5% | +1.31% | 加仓 |
| 3 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | +3.32% | 加仓 |
| 4 | SCHP | Schwab U.s. Tips ETF | -0.6% | +2.30% | 加仓 |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.8% | +2.97% | 加仓 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | -1% | +2.13% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | -1% | +1.93% | 加仓 |
| 8 | VWO | Vanguard Ftse Emerging Marke | -1.1% | +2.57% | 加仓 |
| 9 | VOO | Vanguard S&p 500 ETF | -1.8% | +1.17% | 加仓 |
| 10 | VEA | Vanguard Ftse Developed ETF | -1.9% | +2.31% | 加仓 |
| 11 | IWV | Ishares Russell 3000 ETF | — | NEW | 新建仓 |