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 | 22.03% | -1.13% | +0.74% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.69% | -0.04% | +1.97% | |
| 3 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 8.77% | +0.19% | +0.94% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-其他 | 7.72% | +0.07% | +2.46% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.36% | +0.06% | +2.04% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.50% | -0.04% | +0.34% | |
| 7 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 4.96% | +0.01% | +6.72% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.44% | -0.10% | +2.70% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.50% | -0.09% | +3.90% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.64% | -0.07% | +0.64% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.62% | -0.08% | +7.40% | |
| 12 | DE | Deere & Co | 股票-工业 | 2.20% | +0.31% | +2.15% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.83% | -0.10% | +11.87% | |
| 14 | FMB | First Trust Managed Municipa | ETF-其他 | 1.45% | -0.05% | +2.78% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.37% | -1.30% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.27% | — | +5.87% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.26% | +0.11% | +3.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | -0.16% | -2.43% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.03% | -0.02% | +3.63% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | -0.02% | -4.03% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.64% | -0.01% | -4.45% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | +0.01% | +1.98% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | +0.84% | +190.89% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.29% | — | +0.17% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.23% | — | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | -0.01% | +5.55% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.20% | -0.01% | +0.09% | |
| 28 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.20% | +0.01% | -18.57% | |
| 29 | FTCS | First Trust Capital Strength | ETF-其他 | 0.20% | — | +1.44% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.18% | -0.03% | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.18% | — | -15.47% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.17% | — | +0.07% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.17% | — | +9.57% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.15% | -0.02% | — | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | -0.09% | EXIT | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.13% | +0.06% | +8.64% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.13% | — | -10.19% | |
| 38 | ✓ | Global X Fds | 股票-其他 | — | — | — |