CIK: 0001757706
申报总市值
US$4.1亿
| # | 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 | 13.21% | — | -2.19% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.57% | +0.12% | +9.33% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.31% | — | +4.10% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.42% | +0.18% | +6.64% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 5.60% | — | +14.49% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.87% | — | +1.59% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.83% | — | +19.52% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.78% | — | +2.32% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.74% | -0.01% | +9.94% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.38% | — | -1.65% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.95% | — | +11.25% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.95% | — | +18.41% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.86% | +0.12% | +2.55% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.61% | — | -0.06% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.01% | — | +204.92% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.77% | +0.01% | -3.79% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | -0.03% | +5.71% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.48% | -0.14% | — | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.41% | — | +1.37% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | — | +2.95% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | -0.40% | +22.95% | |
| 22 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.21% | — | +92.39% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.03% | +0.20% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.10% | +0.79% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.61% | — | +250.42% | |
| 26 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.60% | — | -0.70% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | — | +2.93% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | +0.07% | +4.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.41% | +14.39% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +16.75% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.38% | — | +1.20% | |
| 32 | FPAYQ | Flexshopper INC | 股票-其他 | 0.33% | — | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | — | -1.00% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | +1.96% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.28% | — | -2.56% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.27% | — | +0.13% | |
| 37 | BX | Blackstone INC | 股票-金融 | 0.21% | — | +0.75% | |
| 38 | UVXYN | Proshares Ultra Vix St Futur | ETF-其他 | 0.21% | — | — | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.21% | — | +9.61% | |
| 40 | ✓ | Proshares Ultrapro Sht | 股票-其他 | 0.19% | — | — | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | -4.38% | |
| 42 | XBOEX | Blackrock Enh Glbl Dvd Tr | 股票-其他 | 0.18% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.18% | -0.09% | EXIT | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.18% | — | -0.39% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.17% | — | +0.69% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.16% | — | -0.62% | |
| 47 | SPXU | ProShares UltraPro Short S&P500 | 股票-其他 | 0.16% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | — | +4.42% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.15% | — | +9.52% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | — | +14.56% |