CIK: 0001846789
申报总市值
US$2.7亿
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 21.39% | -1.13% | +2.60% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.22% | -0.04% | +4.30% | |
| 3 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 9.70% | +0.19% | +8.36% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-其他 | 7.91% | +0.07% | -18.93% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.36% | +0.06% | -7.59% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.97% | -0.04% | +42.98% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.74% | -0.10% | +2.42% | |
| 8 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 4.50% | +0.01% | +21.49% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 3.95% | -0.07% | +85.99% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.59% | -0.09% | -4.68% | |
| 11 | DE | Deere & Co | 股票-工业 | 2.48% | +0.31% | -0.86% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.81% | -0.08% | -31.58% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | -0.10% | -0.57% | |
| 14 | FMB | First Trust Managed Municipa | ETF-其他 | 1.50% | -0.05% | +5.12% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.44% | — | +1.77% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.27% | +0.11% | -3.09% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.21% | — | +49.69% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | -0.16% | +4.07% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.97% | -0.02% | -1.72% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.79% | -0.01% | -8.12% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | +0.01% | +9.28% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.31% | — | +4.80% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | -0.01% | +11.33% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.24% | — | -0.25% | |
| 25 | FTCS | First Trust Capital Strength | ETF-其他 | 0.22% | — | -10.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.21% | -0.01% | +12.84% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.19% | — | -0.20% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.19% | — | -23.07% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.16% | — | -13.32% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.14% | — | — | |
| 31 | ✓ | Global X Fds | 股票-其他 | — | — | — |