CIK: 0001898838
申报总市值
US$1.2亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 18.90% | -1.13% | +3.06% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 17.71% | +1.18% | +6.15% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-其他 | 17.36% | -0.85% | +3.27% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 13.28% | — | -40.87% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 9.30% | -0.03% | +1.02% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.04% | -0.02% | -2.20% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.54% | — | -18.97% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.90% | -1.57% | +23.66% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | +0.04% | — | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | -0.02% | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.41% | — | +2.14% |