CIK: 0001908885
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.88% | — | -13.83% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 12.89% | — | -2.34% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.32% | — | -13.97% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 10.15% | — | -1.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.00% | — | -13.57% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 8.05% | — | +0.31% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.37% | — | -1.02% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 7.07% | — | -0.30% | |
| 9 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 5.68% | — | -0.77% | |
| 10 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 3.52% | — | -0.50% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.30% | — | -49.99% | |
| 12 | KORP | American Century Diversified | ETF-其他 | 2.21% | — | -1.46% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.44% | — | -50.02% | |
| 14 | WTBA | West Bancorporation | 股票-其他 | 0.72% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | — | +5.95% | |
| 16 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.56% | — | +20.18% | |
| 17 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 0.55% | — | +20.63% | |
| 18 | NRG | Nrg Energy INC | 股票-公用事业 | 0.52% | — | +1.66% | |
| 19 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.41% | — | -5.10% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.25% | — | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.21% | — | -4.83% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.21% | — | +4.41% |