CIK: 0001849336
申报总市值
US$3.1亿
| # | 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 | 52.96% | — | +0.03% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 16.95% | — | -5.63% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 9.62% | — | +13.72% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.00% | — | +1.70% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.47% | — | -1.34% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.43% | — | +5.22% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.36% | — | +21.91% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.55% | — | +1.15% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.02% | — | -38.92% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | — | -42.09% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.41% | — | +0.53% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.40% | — | +1.57% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.31% | — | +7.24% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.27% | — | +20.51% | |
| 15 | ACN | Accenture plc | 股票-科技 | 0.26% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | — | -14.87% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.14% | — | +8.65% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.09% | — | — |