CIK: 0001851184
申报总市值
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| # | 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 | 18.32% | — | +7.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.18% | — | +12.89% | |
| 3 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 6.29% | — | +15.68% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.82% | — | +24.24% | |
| 5 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 5.63% | — | +12.13% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.40% | — | +28.53% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.85% | — | +11.41% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.96% | — | +12.48% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.85% | — | +15.51% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.62% | — | +16.29% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.36% | — | +14.71% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.13% | — | +11.15% | |
| 13 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 1.94% | — | +14.60% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.88% | — | +19.91% | |
| 15 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 1.84% | — | +21.94% | |
| 16 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股与成长 | 1.81% | — | +10.23% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.67% | — | +24.99% | |
| 18 | GBDC | Golub Capital Bdc INC | 股票-金融 | 1.63% | — | +17.84% | |
| 19 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.39% | — | +8.93% | |
| 20 | PAVE | Global X US Infrastructure | ETF-其他 | 1.26% | — | +12.03% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.89% | — | +9.29% | |
| 22 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.77% | — | +9.17% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | +2.32% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.71% | — | +10.87% | |
| 25 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 0.66% | — | +13.50% | |
| 26 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.66% | — | +13.10% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.65% | — | +32.64% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.65% | — | -4.04% | |
| 29 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.58% | — | +7.79% | |
| 30 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.47% | — | +16.02% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.46% | — | +8.87% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.45% | — | +14.80% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | — | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.39% | — | +23.25% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | — | +1.41% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | -1.89% | |
| 37 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.29% | — | +0.33% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.24% | — | +26.63% | |
| 39 | IHS | Ihs Markit LTD | 股票-其他 | 0.23% | — | -8.20% | |
| 40 | PTC | Ptc INC | 股票-科技 | 0.23% | — | — | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.23% | — | +0.27% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.22% | — | +0.18% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.22% | — | +0.49% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | — | -8.55% | |
| 45 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.21% | — | -13.19% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.20% | — | +2.69% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.20% | — | — | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.19% | — | +0.30% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.19% | — | +11.61% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.18% | — | +0.02% |