CIK: 0001766067
申报总市值
US$4.3亿
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 15.89% | +0.33% | +2.63% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 15.63% | -0.38% | +4.86% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 13.29% | -0.04% | +0.69% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 12.53% | +0.90% | +3.39% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 8.08% | -0.67% | +1.02% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.52% | +0.42% | +1.99% | |
| 7 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 5.06% | -0.09% | +3.56% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.84% | -0.43% | +3.42% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.46% | — | -0.97% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.37% | -0.04% | +5.36% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.10% | -0.26% | +3.27% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.03% | +1.35% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | +0.02% | +0.15% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.66% | +0.03% | +1.46% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.50% | -0.02% | +0.27% | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 0.44% | — | -4.85% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.34% | +0.01% | +17.13% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.29% | — | +2.36% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | -0.01% | +2.99% | |
| 21 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.27% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | -0.02% | +0.85% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | — | — | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.22% | — | +0.15% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.22% | — | +17.12% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.20% | -0.04% | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.20% | — | -0.29% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | +0.25% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.15% | +0.01% | — | |
| 30 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.15% | — | +1.90% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.15% | — | +2.95% | |
| 32 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.14% | — | +31.24% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.14% | — | +32.24% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.13% | — | +1.97% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | — | +2.47% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.10% | — | +0.50% |