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 | 31.31% | -1.19% | +1.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 22.48% | -0.15% | +1.89% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 19.07% | — | +1.43% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 18.13% | — | +5.60% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 9.02% | — | +2.97% |
| # | 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. | +1.4% | +1.26% | 加仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.1% | +1.89% | 加仓 |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | +1.43% | 加仓 |
| 4 | SCHO | Schwab Short-term US Treas | +0.4% | +5.60% | 加仓 |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.4% | +2.97% | 加仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | — | EXIT | 清仓 |