CIK: 0001730383
申报总市值
US$3.3亿
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.54% | +0.39% | -8.78% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.87% | — | -2.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.88% | -1.40% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.24% | -1.59% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.73% | — | -18.05% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.72% | +0.20% | -3.00% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.65% | +0.14% | -3.86% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.30% | -0.22% | -0.28% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.20% | — | -4.73% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.19% | — | -3.93% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.01% | — | -1.79% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.96% | — | -4.06% | |
| 13 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.59% | — | -3.93% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.45% | +0.25% | -4.08% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.44% | +0.19% | +7.83% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.43% | — | -3.98% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.37% | — | +0.48% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.34% | — | +2.84% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | — | -0.13% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.27% | -0.04% | +3.60% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.27% | -0.06% | +5.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | -0.27% | -1.60% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | — | -5.61% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.16% | -0.17% | +6.99% | |
| 25 | NEE | Nextera Energy INC | 股票-公用事业 | 1.14% | +0.14% | -2.37% | |
| 26 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.13% | -0.08% | -3.01% | |
| 27 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 1.12% | — | -10.33% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | -1.96% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | +7.12% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.93% | — | +19.76% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | — | +21.39% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.28% | -0.72% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | -0.14% | -0.88% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +9.08% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.83% | -0.13% | +17.96% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.82% | -0.16% | +0.96% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.14% | +3.84% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | -0.17% | -3.93% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.77% | -0.08% | -1.60% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.76% | — | +4.83% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.08% | -5.83% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | — | +16.72% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.12% | -1.83% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.72% | — | +8.12% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.71% | — | -0.23% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.71% | — | +0.32% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.69% | -0.06% | +2.54% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | +3.92% | |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.67% | +0.21% | +9.55% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.66% | — | -0.26% |