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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 29.94% | -1.19% | -1.12% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 21.41% | -0.15% | -0.16% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 18.60% | — | -0.38% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 17.69% | — | +3.40% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 8.60% | — | +1.12% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.76% | — | -0.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.9% | -1.12% | 减仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | -0.16% | 减仓 |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +1.12% | 加仓 |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | -0.2% | -0.38% | 减仓 |
| 5 | AGG | Ishares Core U.s. Aggregate | -0.4% | -0.43% | 减仓 |
| 6 | SCHO | Schwab Short-term US Treas | -1.1% | +3.40% | 加仓 |