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 | 9.74% | — | +30.57% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.91% | — | +2.80% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 6.62% | — | +2.60% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.43% | — | +7.13% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 3.07% | — | +5.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.85% | — | +2.61% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.80% | — | +0.77% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.72% | — | +5.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | — | -10.39% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.34% | — | +67.66% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | — | -9.30% | |
| 12 | AMAT | Applied Materials INC | 股票-科技 | 2.04% | — | -10.26% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.85% | — | +2.31% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.85% | — | -9.97% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | — | -10.72% | |
| 16 | MCHP | Microchip Technology INC | 股票-科技 | 1.73% | — | -10.57% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.71% | — | -9.57% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.71% | — | +5.86% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.69% | — | -8.79% | |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.67% | — | -2.63% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.60% | — | -0.58% | |
| 22 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 1.56% | — | -11.09% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | — | +2.96% | |
| 24 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.46% | — | +883.60% | |
| 25 | SYY | Sysco CORP | 股票-非周期性消费 | 1.33% | — | — | |
| 26 | CRL | Charles River Laboratories | 股票-医疗保健 | 1.31% | — | -17.86% | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.29% | — | -20.45% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 1.28% | — | -34.30% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | — | -9.74% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | -7.92% | |
| 31 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 1.19% | — | — | |
| 32 | NOC | Northrop Grumman CORP | 股票-工业 | 1.03% | — | -14.03% | |
| 33 | AAPL | Apple INC | 股票-科技 | 1.00% | — | +51.69% | |
| 34 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.98% | — | +9.53% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.94% | — | -11.52% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | — | +326.85% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.90% | — | -12.08% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.90% | — | -11.33% | |
| 39 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.87% | — | +4.08% | |
| 40 | PFGC | Performance Food Group Co | 股票-非周期性消费 | 0.85% | — | — | |
| 41 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.84% | — | +3.88% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.82% | — | -10.10% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.61% | — | +4.76% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | — | +8.67% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | — | -56.63% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | +172.94% | |
| 47 | KEYS | Keysight Technologies In | 股票-科技 | 0.47% | — | -61.98% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | — | -50.88% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.42% | — | -27.16% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.27% | — | +0.78% |