CIK: 0001927067
申报总市值
US$1214.2万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 24.64% | — | -11.91% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 20.81% | — | +29.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.55% | — | +379.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.44% | — | +14.24% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.09% | — | -6.31% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.52% | — | -0.41% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.50% | — | -9.80% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.48% | — | -5.26% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 3.24% | — | -8.55% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.09% | — | -6.62% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 2.94% | — | +23.08% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.78% | — | — | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 2.30% | — | -4.44% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.21% | — | -12.83% | |
| 15 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 2.15% | — | +1.89% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.11% | — | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 2.08% | — | +6.93% | |
| 18 | FTCS | First Trust Capital Strength | ETF-其他 | 2.07% | — | -14.68% |