CIK: 0001660328
申报总市值
US$1.3亿
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 19.61% | -0.39% | -24.57% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 14.47% | -0.47% | +112.08% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.16% | +0.44% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.35% | +0.21% | -42.77% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.87% | -0.59% | — | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 8.22% | -0.44% | — | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.77% | -0.28% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.71% | +1.12% | — | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.98% | -0.08% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.77% | -0.09% | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.67% | +0.01% | — | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.46% | +0.27% | — | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.43% | -0.12% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.96% | +0.06% | — | |
| 15 | QGRO | American Century US Quality | ETF-其他 | 0.93% | +0.04% | — | |
| 16 | LVHI | Franklin International Low V | ETF-其他 | 0.64% | -0.09% | — | |
| 17 | MMM | 3m Co | 股票-工业 | 0.58% | +0.02% | — | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | -0.08% | — | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | +0.04% | — | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.44% | +0.02% | — | |
| 21 | T | At&t INC | 股票-通信服务 | 0.42% | -0.12% | — | |
| 22 | IQLT | Ishares Msci International Q | ETF-其他 | 0.38% | — | — | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.38% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | +0.01% | — | |
| 25 | FDHY | Fidelity Enh Hi Yld ETF | ETF-其他 | 0.30% | -0.01% | — | |
| 26 | DOW | Dow INC | 股票-原材料 | 0.29% | -0.21% | EXIT | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.28% | — | -97.04% | |
| 28 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.27% | — | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | -0.19% | EXIT | |
| 30 | DE | Deere & Co | 股票-工业 | 0.25% | +0.02% | — | |
| 31 | IP | International Paper Co | 股票-周期性消费 | 0.22% | — | — | |
| 32 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.22% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.22% | +0.02% | — | |
| 34 | ✓ | Xai Octagn Flt Rat & Alt Inm | 股票-其他 | 0.08% | — | — | |
| 35 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 0.07% | — | — | |
| 36 | DHF | Bnym High Yield Strategies | 股票-其他 | 0.03% | — | — |