CIK: 0001965479
申报总市值
US$3.2亿
| # | 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 23.76% | -0.70% | +14.05% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 21.89% | -1.08% | +11.90% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 19.17% | +0.03% | +1.83% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 11.59% | — | +3.05% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.03% | -0.31% | +5.11% | |
| 6 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 3.14% | -0.10% | -41.54% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.01% | -0.18% | +7.76% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.12% | +0.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.32% | -0.15% | +2.96% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.73% | -0.06% | +0.83% | |
| 11 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.26% | -0.10% | +6.41% | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.19% | — | +5.93% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | — | -3.46% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.46% | -0.08% | +7.81% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | +0.18% | -8.98% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.43% | -0.21% | +0.82% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.42% | -0.02% | -0.01% | |
| 18 | HUM | Humana INC | 股票-医疗保健 | 0.36% | — | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.36% | — | -28.41% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 0.33% | — | -1.86% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.24% | -0.04% | -6.12% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | -0.01% | +0.49% |