CIK: 0001867587
申报总市值
US$8.9亿
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.81% | -0.38% | +14.35% | |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 10.40% | — | +14.89% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 9.76% | — | +15.59% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 9.61% | — | +15.31% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.64% | — | +18.24% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 7.97% | — | +15.84% | |
| 7 | XLB | Ss Materials Select Sector | ETF-其他 | 3.31% | — | +16.56% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 3.29% | — | +15.49% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.27% | — | +13.14% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.19% | — | — | |
| 11 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.06% | — | +24.49% | |
| 12 | VPU | Vanguard Utilities ETF | ETF-其他 | 3.04% | — | +31.69% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.82% | — | +10.26% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.73% | — | -51.63% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.62% | — | +116.08% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.85% | — | +6.46% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.84% | -0.11% | +9.57% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.50% | — | +8.18% | |
| 19 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.43% | — | — | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.39% | — | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.20% | — | +14.45% | |
| 22 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.03% | — | +11.50% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.83% | — | +0.70% | |
| 24 | ✓ | 股票-其他 | 0.76% | — | +7.87% | ||
| 25 | AAPL | Apple INC | 股票-科技 | 0.53% | — | +17.45% | |
| 26 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.37% | — | +73.97% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | — | +10.70% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.18% | +12.48% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | +14.39% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | — | +27.60% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | -0.14% | +12.29% | |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.22% | — | — | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.21% | — | — | |
| 34 | NTLA | Intellia Therapeutics INC | 股票-其他 | 0.20% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | — |