CIK: 0001950323
申报总市值
US$5.0亿
仅显示前 200 大持股（共 1299 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 11.96% | +1.23% | +3.51% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.37% | -0.83% | +4.33% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.99% | -0.22% | -2.49% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.51% | +0.19% | -2.31% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.33% | +0.20% | +474.74% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.42% | +0.06% | +2.30% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.34% | +0.38% | -10.67% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.51% | -0.09% | +6.39% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.38% | +0.04% | +14.14% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.67% | -0.02% | -16.94% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.63% | -0.15% | +10.44% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.32% | -0.24% | +0.96% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.84% | -0.06% | +5.95% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.73% | -0.06% | -0.12% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.40% | +0.03% | +96.06% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | +0.04% | +6.94% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.11% | +0.32% | -3.37% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.02% | -0.04% | -8.53% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.98% | +0.64% | +0.22% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.97% | +0.08% | +87.37% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | — | +5.30% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | +0.16% | +6.94% | |
| 23 | OKE | Oneok INC | 股票-能源 | 0.77% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | — | +68.17% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.69% | -0.08% | +0.17% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | — | +7.35% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.11% | +15.14% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | -0.06% | +7.83% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | — | +42.20% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | -0.01% | +33.65% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +4.90% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | +0.01% | +30.64% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | — | -1.27% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.21% | — | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.21% | -0.09% | -1.01% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.19% | -0.04% | +34.76% | |
| 37 | AFL | Aflac INC | 股票-金融 | 0.19% | — | -8.35% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.19% | +0.04% | +11.75% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.18% | — | +0.45% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.18% | — | +2.36% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.18% | +0.01% | +175.76% | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.16% | — | +45.07% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.15% | — | +7.12% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.14% | — | -8.98% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.14% | +0.02% | +28.09% | |
| 46 | MSTR | Strategy INC | 股票-科技 | 0.13% | — | -11.93% | |
| 47 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 0.12% | +0.03% | +0.17% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.11% | +0.03% | +25.31% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | -0.44% | |
| 50 | ZION | Zions Bancorp NA | 股票-金融 | 0.11% | — | — |