CIK: 0001908169
申报总市值
US$2.2亿
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.44% | +0.10% | +0.69% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 10.22% | -0.41% | +1.80% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.87% | -0.66% | +2.50% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.79% | +0.02% | -2.91% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.77% | -0.05% | -1.89% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 8.48% | +0.22% | -6.06% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 6.72% | -0.04% | -0.76% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.99% | -0.05% | +4.45% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 5.92% | -0.16% | -7.87% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.32% | — | -0.90% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.95% | — | +4.80% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.16% | -0.08% | -0.82% | |
| 13 | TOST | Toast Inc-class A | 股票-科技 | 2.16% | — | — | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.06% | +0.04% | +0.01% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.70% | +0.01% | -1.67% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.28% | -0.01% | -2.06% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.90% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | +1.26% | — | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | +0.02% | -5.78% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | — | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.58% | — | -49.22% | |
| 22 | DFAI | Dimensional International Co | ETF-其他 | 0.53% | — | — | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.51% | -0.01% | -4.66% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.46% | — | +5.33% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.08% | -39.33% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 0.36% | — | -1.74% | |
| 27 | KXI | Ishares Global Consumer Stap | ETF-其他 | 0.31% | — | -0.55% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.28% | +0.02% | — | |
| 29 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.25% | +0.29% | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.22% | — | — | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | — | |
| 32 | ✓ | Pear Therapeutics INC | 股票-其他 | 0.18% | — | -15.09% |