CIK: 0001937769
申报总市值
US$2.1亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 26.19% | -1.63% | +0.92% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 16.82% | -3.66% | +0.31% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 14.41% | -0.59% | -0.37% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.84% | +0.49% | +211.50% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.04% | -0.39% | -2.30% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.77% | -0.33% | -2.92% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 3.74% | -0.66% | +11.44% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.43% | -0.04% | -0.99% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.38% | +0.22% | +1.19% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 2.83% | -0.53% | -3.64% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.16% | +0.27% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.68% | +0.15% | +315.56% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.60% | +1.07% | -6.24% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.08% | -0.02% | +16.15% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | +0.25% | -0.82% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.52% | — | -36.80% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.41% | -0.21% | +33.85% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | -0.02% | — | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.40% | — | +14.43% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 0.40% | -0.09% | +0.15% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.37% | +0.05% | -12.27% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | +1.11% | +7.88% | |
| 23 | INTU | Intuit INC | 股票-科技 | 0.24% | -0.07% | +0.15% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.23% | +0.04% | +11.40% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | +0.04% | +4.29% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.22% | +0.01% | +0.65% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | -0.01% | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.19% | — | +4.27% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.15% | -0.02% | — | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | — | — | |
| 31 | F | Ford Motor Co | 股票-周期性消费 | 0.11% | — | +10.47% |