CIK: 0001908587
申报总市值
US$2.9亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 22.20% | -2.16% | -0.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 15.94% | — | -0.11% | |
| 3 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 10.65% | — | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 10.08% | — | — | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.82% | — | — | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 8.80% | — | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.71% | -6.10% | +3.60% | |
| 8 | CDL | Victoryshares US Large Cap H | ETF-大型股与成长 | 3.89% | — | +5.86% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.85% | +3.30% | NEW | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.55% | -0.42% | +2.16% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.13% | — | -70.43% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.46% | — | +16.06% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.22% | -1.34% | +21.04% | |
| 14 | EVBNUSD | Evans Bancorp INC | 股票-其他 | 0.94% | — | — | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.51% | — | -95.10% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | +4.80% | |
| 17 | BA | Boeing Co/the | 股票-工业 | 0.41% | — | — | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.25% | -1.45% | -36.04% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.17% | — | — |