CIK: 0001736648
申报总市值
US$11.1亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 30.06% | — | +6.33% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.89% | — | +76.34% | |
| 3 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 9.21% | — | +570.29% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.77% | — | -11.60% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.28% | — | -11.75% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 5.94% | — | +81.87% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.71% | — | -14.55% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.45% | — | +3696.56% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 2.99% | — | +4.93% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.66% | — | +1.79% | |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.43% | — | +12.50% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.26% | — | +13.25% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.20% | — | +4.09% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.97% | — | -54.05% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.74% | — | -25.95% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.14% | — | +0.68% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | +2.15% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | — | +45.70% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.31% | — | +12.83% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.26% | — | +57.94% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | +388.86% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.19% | — | -3.34% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | -54.85% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.16% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.13% | — | +236.92% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.11% | — | +215.56% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.09% | — | +194.11% | |
| 29 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.09% | — | — | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.08% | — | +81.64% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.08% | — | +64.77% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.08% | — | +69.58% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.07% | — | +4.73% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | — | +51.04% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | — | +3.39% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.07% | — | +28.50% | |
| 37 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.07% | — | — | |
| 38 | D | Dominion Energy INC | 股票-公用事业 | 0.06% | — | +39.55% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.06% | — | +19.41% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.05% | — | +12.62% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.05% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.05% | — | +59.46% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.05% | — | +7.00% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.05% | — | +66.33% | |
| 45 | WPC | Wp Carey INC | 股票-房地产 | 0.04% | — | +29.36% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.04% | — | +65.74% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.04% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.04% | — | +5.20% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.04% | — | +7.25% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.04% | — | — |