CIK: 0001823393
申报总市值
US$3.3亿
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 21.49% | — | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 17.24% | -1.19% | +2.18% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 15.34% | — | — | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 14.40% | — | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.68% | -0.15% | +0.78% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 12.18% | — | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 5.91% | — | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.76% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | -2.4% | +0.78% | 加仓 |
| 2 | ITOT | Ishares Core S&p Total U.s. | -3.4% | +2.18% | 加仓 |
| 3 | BSCK | Invesco Bulletshares 2020 Co | — | EXIT | 清仓 |
| 4 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 清仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 7 | SCHO | Schwab Short-term US Treas | — | NEW | 新建仓 |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | — | EXIT | 清仓 |
| 9 | GVI | Ishares Intermediate Governm | — | NEW | 新建仓 |
| 10 | INTF | Ishares International Equity | — | EXIT | 清仓 |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新建仓 |
| 12 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | 清仓 |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建仓 |
| 14 | VAW | Vanguard Materials ETF | — | EXIT | 清仓 |