CIK: 0001554815
申报总市值
US$1.6亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 19.23% | — | -25.40% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 18.58% | — | +23.91% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 13.32% | — | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 12.95% | — | +92.24% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 12.79% | — | +93.73% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.69% | — | -51.47% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.28% | — | -58.88% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-其他 | 4.24% | — | — | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.02% | — | — | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.03% | — | — | |
| 11 | T | At&t INC | 股票-通信服务 | 0.30% | — | +0.10% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | -2.16% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 0.20% | — | +20.18% | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.15% | — | +16.32% | |
| 15 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.15% | — | — | |
| 16 | GIS | General Mills INC | 股票-非周期性消费 | 0.15% | — | — | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 0.14% | — | — | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.14% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.13% | — | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.12% | — | — | |
| 21 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股与成长 | 0.12% | — | — | |
| 22 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 0.03% | — | — |