CIK: 0001594540
申报总市值
US$4.5亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 39.79% | -1.24% | +28.28% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 33.68% | +1.20% | +30.45% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 19.25% | — | +30.88% | |
| 4 | WAL | Western Alliance Bancorp | 股票-金融 | 2.14% | — | — | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | — | — | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | — | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | — | — | |
| 8 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | +0.23% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | +8.27% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.44% | — | -6.95% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 0.37% | — | -0.02% | |
| 12 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 0.36% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.25% | — | +13.09% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.16% | — | +16.44% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | +0.03% | +5.68% | |
| 16 | GME | GameStop Corp. | 股票-周期性消费 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +3.3% | +30.45% | 加仓 |
| 2 | JNJ | Johnson & Johnson | 0% | +5.68% | 加仓 |
| 3 | T | At&t INC | 0% | +16.44% | 加仓 |
| 4 | BYD | Boyd Gaming CORP | 0% | — | 不变 |
| 5 | GME | GameStop Corp. | 0% | — | 不变 |
| 6 | VEA | Vanguard Ftse Developed ETF | 0% | +13.09% | 加仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | -0.1% | +8.27% | 加仓 |
| 8 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -6.95% | 减仓 |
| 9 | UNP | Union Pacific CORP | -0.2% | +0.23% | 加仓 |
| 10 | CVX | Chevron CORP | -0.2% | -0.02% | 减仓 |
| 11 | ABT | Abbott Laboratories | -0.2% | — | 不变 |
| 12 | ABBV | Abbvie INC | -0.3% | — | 不变 |
| 13 | EFA | Ishares Msci Eafe ETF | -0.4% | +30.88% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | -0.4% | — | 不变 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +28.28% | 加仓 |
| 16 | WAL | Western Alliance Bancorp | -0.7% | — | 不变 |