CIK: 0001811613
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 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 15.86% | +1.50% | +5.33% | |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 13.39% | -0.80% | +23.70% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 12.98% | +1.48% | +2.89% | |
| 4 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 9.99% | -0.07% | +16.06% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.62% | +0.07% | +6.32% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 8.71% | +0.02% | +9.13% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 5.91% | +0.22% | +14.72% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 5.78% | +0.11% | +10.36% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.23% | -0.15% | +20.08% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.30% | -0.46% | +0.01% | |
| 11 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 3.00% | +0.23% | +17.48% | |
| 12 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.24% | -2.24% | EXIT | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 2.20% | -0.30% | -0.83% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.95% | +0.06% | -0.36% | |
| 15 | XYZ | Block INC | 股票-金融 | 0.39% | +0.05% | — | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.28% | -0.04% | -11.43% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.22% | +0.01% | +4.14% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.16% | -0.04% | +44.94% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.15% | -0.01% | +20.87% | |
| 20 | ADBE | Adobe INC | 股票-科技 | 0.13% | -0.13% | EXIT | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.13% | +0.02% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.13% | -0.01% | — | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.13% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.13% | -0.13% | EXIT |