CIK: 0001950323
申报总市值
US$5.0亿
仅显示前 200 大持股（共 717 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.47% | -0.22% | +3.74% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 9.13% | — | +3.03% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 9.11% | +0.38% | +10.73% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.93% | +1.23% | +7.04% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 8.69% | — | -1.19% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.52% | -0.83% | +5.06% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.32% | +0.19% | +2.30% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.85% | +0.06% | -0.66% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.10% | -0.09% | +35.98% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.50% | -0.02% | -8.96% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.98% | +0.04% | +0.59% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.76% | -0.15% | +4.20% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.42% | -0.06% | -10.24% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.24% | -1.28% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.25% | +0.20% | -5.35% | |
| 16 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 1.23% | — | +171.92% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.21% | -0.04% | +96.92% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.95% | -0.06% | +0.68% | |
| 19 | OKE | Oneok INC | 股票-能源 | 0.79% | — | +0.11% | |
| 20 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.74% | — | +26.69% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | +0.04% | +38.67% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.59% | — | -44.14% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | +0.16% | +4.31% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.50% | +0.08% | +0.70% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | +0.03% | -60.56% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.47% | — | -21.05% | |
| 27 | AFL | Aflac INC | 股票-金融 | 0.43% | — | -4.43% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.11% | +0.31% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | — | +4.12% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.27% | — | -11.85% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.23% | — | -5.44% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.21% | — | +457.14% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.20% | — | +0.58% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.20% | — | +73.86% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | +3.29% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.14% | — | -30.91% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.14% | — | +3.54% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.14% | — | -6.72% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.13% | +0.03% | -10.93% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.13% | — | +10.24% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | -35.92% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.12% | +0.02% | +28.85% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.12% | — | +1.40% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | — | +0.31% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | -0.01% | +2.96% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.11% | — | -6.77% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.10% | — | +397.10% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.09% | +0.01% | +12.18% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.09% | — | +1.46% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.09% | — | +96.88% |