CIK: 0001910636
申报总市值
US$3.0亿
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.01% | +0.30% | +0.33% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 8.32% | +0.08% | +4.31% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.15% | -0.12% | -3.00% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 5.91% | -0.01% | +5.04% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.75% | -0.07% | -2.86% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.82% | -0.16% | -1.89% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.81% | -0.59% | +44.97% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.65% | -0.55% | +22.52% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 3.55% | +0.15% | +8.06% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 3.52% | -0.06% | +9.52% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.07% | -0.04% | -20.30% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.71% | -0.19% | -1.55% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.31% | +0.33% | +8.84% | |
| 14 | DFAI | Dimensional International Co | ETF-其他 | 2.20% | +0.82% | +31.86% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.13% | -0.04% | -5.03% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 2.05% | -0.17% | -2.90% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.99% | +0.12% | -8.12% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.98% | -0.20% | +8.95% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.95% | +0.29% | +16.22% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.79% | -0.23% | +1.32% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.64% | +0.43% | +32.54% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.53% | -0.25% | +38.46% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.38% | — | +3.73% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.34% | — | -1.72% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | -0.37% | -0.36% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.04% | +0.03% | +0.20% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.84% | — | -2.91% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.76% | — | -5.68% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.76% | +0.03% | -14.97% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | -0.08% | — | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.69% | — | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.66% | -0.02% | +2.10% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.60% | — | -8.85% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.59% | +0.05% | -0.13% | |
| 35 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.55% | -0.03% | -31.82% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.03% | -3.22% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.51% | — | +8.78% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | +1.86% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | — | -0.51% | |
| 40 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.41% | — | +4.82% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +0.23% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.36% | — | -5.88% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | — | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | -0.02% | — | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.30% | — | +0.24% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.29% | — | -12.23% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.28% | — | +4.19% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.27% | — | +15.80% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | — | -5.13% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.24% | +0.03% | -4.21% |