CIK: 0001950323
申报总市值
US$5.0亿
仅显示前 200 大持股（共 750 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 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 9.01% | — | +9.41% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 8.74% | — | +7.92% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.72% | -0.22% | +11.68% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.48% | +1.23% | +3.72% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 8.35% | +0.38% | +11.24% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.79% | -0.83% | +5.67% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.36% | +0.19% | +34.95% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.10% | +0.06% | -2.25% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.98% | -0.02% | -51.70% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.11% | -0.09% | +299.66% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.04% | +0.04% | +11.42% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.79% | -0.06% | +7.81% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.50% | -0.15% | +89.12% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 2.25% | -0.06% | +262.01% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.83% | -0.24% | +30.56% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.37% | +0.20% | +0.36% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.25% | +0.03% | -30.42% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.13% | — | -5.32% | |
| 19 | OKE | Oneok INC | 股票-能源 | 0.68% | — | +0.10% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.68% | — | -30.76% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | -0.04% | +20.05% | |
| 22 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.58% | — | +82.00% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +0.16% | +15.22% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | +0.04% | +8.40% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | +0.08% | -8.59% | |
| 26 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.46% | — | +25.29% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | +0.11% | +0.10% | |
| 28 | AFL | Aflac INC | 股票-金融 | 0.39% | — | -1.47% | |
| 29 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.33% | — | -4.69% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.29% | — | -38.13% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | +1.74% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | — | +62.11% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.21% | — | +1.04% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.21% | — | +26.68% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.17% | +0.03% | -2.25% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.15% | — | +3.76% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | — | +44.58% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | -0.01% | +2705.68% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.12% | — | -42.00% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | — | — | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.11% | — | +2.42% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.11% | — | -10.30% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.11% | — | +54.94% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.10% | +0.01% | +2102.27% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.10% | — | +1.12% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.09% | +0.02% | +7.71% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.07% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.07% | — | — |