CIK: 0001791996
申报总市值
US$15.6亿
仅显示前 200 大持股（共 214 只）
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 29.23% | -1.01% | +3.75% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 7.85% | +0.05% | -0.46% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 6.74% | +0.07% | +0.13% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.89% | -0.03% | +0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.37% | -0.13% | +2.95% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 3.01% | +0.47% | +47.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.68% | -0.10% | -0.41% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.58% | +0.12% | +10.61% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.46% | -0.10% | -1.28% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.98% | +0.03% | +3.62% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.95% | -0.09% | -0.31% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.69% | +0.05% | -2.47% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.45% | -0.05% | +6113.07% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.39% | -0.03% | +3.53% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.13% | -0.14% | -1.03% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | — | +13.14% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.84% | — | -1.85% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.74% | — | -2.12% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.74% | +0.06% | +0.08% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.67% | -0.06% | -1.05% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.03% | -0.28% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.64% | — | -1.02% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.62% | -0.03% | -4.42% | |
| 24 | IQLT | Ishares Msci International Q | ETF-其他 | 0.61% | — | -0.45% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | — | -0.13% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | +0.03% | -0.33% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.61% | — | -0.02% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.58% | -0.03% | -1.58% | |
| 29 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.51% | +0.21% | — | |
| 30 | DFAI | Dimensional International Co | ETF-其他 | 0.50% | — | -8.56% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.50% | -0.05% | -11.02% | |
| 32 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.49% | — | -1.95% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +2.47% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | — | +0.34% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.44% | — | — | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.43% | -0.04% | -4.06% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | +0.03% | +0.19% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.41% | — | -0.12% | |
| 39 | DFIV | Dimensional International Va | ETF-其他 | 0.41% | — | -1.61% | |
| 40 | CSW | Csw Industrials INC | 股票-工业 | 0.40% | -0.03% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.39% | +0.03% | +0.25% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.39% | — | +0.02% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | -0.05% | -9.87% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | -0.10% | -16.81% | |
| 45 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.37% | — | -3.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -0.03% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.35% | — | -7.35% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.31% | -0.03% | -0.27% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.30% | — | -17.10% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.29% | — | -0.09% |