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 | 41.05% | +1.67% | -0.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 19.84% | -0.02% | +0.14% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.32% | -0.01% | +0.08% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.11% | -0.02% | -0.09% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.77% | +0.01% | +0.19% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.93% | — | -0.05% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 3.65% | — | +0.05% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.21% | +0.01% | +0.03% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.17% | -0.01% | -0.74% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | -0.05% | -5.72% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.07% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | — | +3.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | -0.55% | +2.56% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | — | — | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | +0.20% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | +0.12% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.02% | +1.50% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.19% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | +0.05% | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.17% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | +0.01% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.15% | -0.75% | -1.06% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.14% | — | +0.03% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | -0.03% | -5.05% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.11% | -0.11% | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.10% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.09% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.09% | -0.01% | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.09% | +0.02% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.09% | +0.04% | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.08% | +0.03% | — |