CIK: 0001552999
申报总市值
US$3.6亿
| # | 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 | 44.35% | +1.67% | -3.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 24.27% | -0.02% | +6.53% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.10% | -0.01% | +4.03% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.55% | -0.02% | +2.56% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.52% | +0.01% | +8.13% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.50% | — | +2.92% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.40% | +0.01% | +3.77% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.92% | — | +4.10% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.05% | -2.19% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.29% | — | — | |
| 11 | T | At&t INC | 股票-通信服务 | 0.26% | — | +2.91% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | +0.20% | -32.29% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | -0.07% | +4.56% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.16% | +0.01% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.15% | +0.12% | +5.03% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | -0.02% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | +0.05% | — | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.12% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +4% | +6.53% | 加仓 |
| 2 | SCHB | Schwab US Broad Market ETF | +3% | -3.10% | 减仓 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1% | +8.13% | 加仓 |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.7% | +4.03% | 加仓 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.5% | +2.56% | 加仓 |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +3.77% | 加仓 |
| 7 | BLV | Vanguard Long-term Bond ETF | +0.3% | +4.10% | 加仓 |
| 8 | BIV | Vanguard Intermediate-term B | +0.3% | +2.92% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | +5.03% | 加仓 |
| 10 | MSFT | Microsoft CORP | 0% | +4.56% | 加仓 |
| 11 | SCHX | Schwab US Large-cap ETF | 0% | — | 不变 |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 13 | JNJ | Johnson & Johnson | 0% | -2.19% | 减仓 |
| 14 | NOBL | Proshares S&p 500 Dividend A | 0% | — | 不变 |
| 15 | VZ | Verizon Communications INC | — | — | 不变 |
| 16 | T | At&t INC | — | +2.91% | 加仓 |
| 17 | XLP | Ss Consumer Staples Sel Sect | — | — | 不变 |
| 18 | LLY | Eli Lilly & Co | -0.1% | -32.29% | 减仓 |
| 19 | MUB | Ishares National Muni Bond E | — | EXIT | 清仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 21 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | 清仓 |