CIK: 0001762294
申报总市值
US$4.3亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 35.63% | -2.43% | -0.30% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 31.70% | — | +3.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 18.51% | -0.15% | -0.92% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 12.27% | -0.01% | +0.49% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.49% | — | -13.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | +0.04% | +0.50% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | +0.45% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.25% | — | -2.01% | |
| 9 | AAPL | Apple INC | 股票-科技 | 0.19% | -0.03% | +401.84% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.11% | — | +0.13% | |
| 11 | SMBK | Smartfinancial INC | 股票-其他 | 0.07% | — | +0.37% | |
| 12 | ORBC | Orbcomm INC | 股票-其他 | 0.02% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.7% | -0.30% | 减仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.92% | 减仓 |
| 3 | AAPL | Apple INC | +0.1% | +401.84% | 加仓 |
| 4 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.50% | 加仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.45% | 加仓 |
| 6 | SCHF | Schwab Intl Equity ETF | — | +0.49% | 加仓 |
| 7 | VB | Vanguard Small-cap ETF | — | +0.13% | 加仓 |
| 8 | ORBC | Orbcomm INC | — | — | 不变 |
| 9 | VEU | Vanguard Ftse All-world Ex-u | 0% | -2.01% | 减仓 |
| 10 | SMBK | Smartfinancial INC | 0% | +0.37% | 加仓 |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -13.31% | 减仓 |
| 12 | AGG | Ishares Core U.s. Aggregate | -0.9% | +3.26% | 加仓 |