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 | 25.21% | -1.63% | -1.81% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 15.01% | -3.66% | -2.42% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 13.58% | -0.59% | -2.89% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.35% | +0.49% | -8.33% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.65% | -0.39% | -2.19% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.31% | -0.33% | -5.69% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.82% | +1.51% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.54% | +0.22% | +8.51% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.26% | -0.04% | +0.32% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 3.26% | -0.66% | +7.81% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.41% | -0.53% | -12.21% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.41% | +0.15% | +29.20% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.96% | -0.16% | -1.00% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.82% | +0.25% | -12.62% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.55% | +0.40% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.35% | -0.02% | +2.30% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.08% | +1.07% | -4.04% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.00% | -0.21% | +32.02% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | -0.02% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | +0.04% | +72.43% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.35% | +0.04% | -42.04% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | +0.18% | -27.55% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.33% | +0.05% | +29.25% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | +1.11% | -6.75% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 0.25% | -0.09% | +0.15% | |
| 26 | INTU | Intuit INC | 股票-科技 | 0.21% | -0.07% | -6.39% | |
| 27 | TXN | Texas Instruments INC | 股票-科技 | 0.18% | +0.01% | +0.74% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.16% | — | -25.61% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | -0.01% | +3.20% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.15% | — | -6.72% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.14% | -0.02% | +0.39% | |
| 32 | APH | Amphenol Corp-cl A | 股票-科技 | 0.14% | -0.01% | +0.19% |