CIK: 0001695908
申报总市值
US$3.7亿
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 28.48% | — | +1.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 22.23% | — | +1.02% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 22.03% | — | -1.19% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 16.05% | — | +0.61% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.05% | — | +0.22% | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.88% | — | -0.96% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | +0.08% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.74% | — | +4.03% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | -1.18% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.47% | — | +0.59% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | — | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | +0.51% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.41% | — | +3.92% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | -20.02% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | +6.02% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.34% | — | -3.49% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.33% | — | — | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.33% | — | +0.98% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | — | +5.36% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.32% | — | -0.93% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.29% | — | -17.74% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.25% | — | +19.84% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.25% | — | -5.12% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.25% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | — | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | — | +0.09% | |
| 28 | MMM | 3m Co | 股票-工业 | 0.21% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | — | — | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.20% | — | -3.60% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.18% | — | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.18% | — | — | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.18% | — | -48.50% | |
| 34 | GAB | Gabelli Equity Trust | 股票-其他 | 0.06% | — | — |