行业细分

04
Financials 54.7%
其他/未映射 45.3%

完整投资组合 7 持仓

05
类型 连胜 8个季度趋势
SCHW Charles Schwab Corporation (The) Common Stock $325021167 54.74% 3522501 $-6023477
IVV iShares Trust $169106813 28.48% 225810 $20163475 下跌 ×1
VEA Vanguard FTSE Developed Markets ETF $43544700 7.33% 611154 $4123113 下跌 ×2
IEFA iShares Core MSCI EAFE ETF $30508753 5.14% 315891 $2308930 上涨 ×1
VWO Vanguard FTSE Emerging Markets ETF $13037696 2.20% 218423 $786365 下跌 ×1
IEMG iShares, Inc. $11391991 1.92% 137518 $1864350 上涨 ×1
EZBC Franklin Templeton Digital Holdings Trust Shares of Franklin Bitcoin ETF $1168708 0.20% 34465 $-181975

季度涨幅榜

10
证券操作股份变动价值变动
IVV 削减 -2K +$20.2M
SCHW 仅价格变动 +0 -$6.0M
VEA 削减 -4K +$4.1M
IEFA 增持 +4K +$2.3M
IEMG 增持 +921 +$1.9M
VWO 削减 -8K +$786K
EZBC 仅价格变动 +0 -$182K