CIK: 0002034894
申报总市值
US$1.7亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 26.90% | +0.79% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 18.39% | +0.02% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.97% | +0.21% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.70% | -0.47% | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 8.15% | — | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.91% | +0.43% | — | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 6.30% | -0.30% | — | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.77% | -0.22% | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.51% | -0.29% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.18% | -0.20% | — | |
| 11 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.45% | +0.02% | — | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | — | — | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.25% | +0.01% | — | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 0.22% | -0.01% | — |