CIK: 0001716983
申报总市值
US$2.4亿
| # | 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 22.55% | — | +6.64% | |
| 2 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 14.54% | — | — | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 12.51% | — | +116.37% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 12.30% | — | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.51% | -0.19% | +19.25% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.56% | -0.02% | -24.44% | |
| 7 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 6.11% | — | +80.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.21% | -0.27% | -8.40% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.56% | — | +71.04% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.85% | — | +123.34% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.76% | — | -77.29% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 0.98% | +0.12% | +4.95% | |
| 13 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.79% | — | -94.04% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.18% | — | +20.52% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.15% | — | — | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.15% | — | +0.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFAV | Ishares Msci Eafe Min Vol Fa | +6.1% | +116.37% | 加仓 |
| 2 | RLY | Ss Multi-asset Real Ret ETF | +2.3% | +80.75% | 加仓 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +1.4% | +19.25% | 加仓 |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.9% | +123.34% | 加仓 |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | +0.9% | +71.04% | 加仓 |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +20.52% | 加仓 |
| 7 | VZ | Verizon Communications INC | 0% | +4.95% | 加仓 |
| 8 | SCHO | Schwab Short-term US Treas | 0% | +0.47% | 加仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -8.40% | 减仓 |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | -1.6% | +6.64% | 加仓 |
| 11 | IWM | Ishares Russell 2000 ETF | -3.9% | -24.44% | 减仓 |
| 12 | EFA | Ishares Msci Eafe ETF | -6.9% | -77.29% | 减仓 |
| 13 | IGHG | Proshares Ig Hedged | -13.8% | -94.04% | 减仓 |
| 14 | LQDH | Ishares Int Hedg CORP Bd ETF | — | NEW | 新建仓 |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建仓 |
| 16 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 17 | TIP | Ishares Tips Bond ETF | — | EXIT | 清仓 |
| 18 | FLOT | Ishares Floating Rate Bond E | — | EXIT | 清仓 |
| 19 | BKLN | Invesco Senior Loan ETF | — | EXIT | 清仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 21 | SUSB | Ishares Esg Aware 1-5 Year U | — | NEW | 新建仓 |