CIK: 0001730610
申报总市值
US$3.4亿
仅显示前 200 大持股（共 204 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 | BND | Vanguard Total Bond Market | ETF-其他 | 7.42% | +0.01% | +18.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.89% | +0.35% | -2.87% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.70% | -0.25% | +18.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.54% | +3.50% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.20% | — | +26.28% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.48% | +0.14% | +5.43% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.40% | -0.23% | +2.31% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.07% | — | -3.77% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.03% | — | +0.89% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.96% | — | -5.34% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.34% | +2.14% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.68% | — | +35.99% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.58% | — | +22.42% | |
| 14 | DFSD | Dimensional Short Duration | ETF-其他 | 1.49% | — | -3.80% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.41% | +0.12% | +4.03% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.41% | -0.17% | +57.15% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | — | +0.79% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.33% | -0.10% | +26.90% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.28% | — | +0.78% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.22% | — | +16.16% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.19% | — | +0.05% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.12% | +0.67% | |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.12% | — | +61.58% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.43% | +994.46% | |
| 25 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.04% | -0.09% | +1.43% | |
| 26 | BX | Blackstone INC | 股票-金融 | 0.97% | -0.25% | +1.99% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.92% | — | -22.87% | |
| 28 | FIW | First Trust Water ETF | ETF-其他 | 0.84% | — | -4.90% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.83% | — | -13.83% | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.80% | — | +21.02% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +4.67% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.73% | — | +0.62% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.72% | — | +1.68% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.70% | +0.15% | +0.26% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +0.30% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.67% | — | -21.58% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.67% | -0.18% | +1.18% | |
| 38 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.60% | — | -7.78% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | -0.16% | +28.78% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | — | +26.39% | |
| 41 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 0.53% | — | -4.74% | |
| 42 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 0.49% | -0.23% | EXIT | |
| 43 | CSX | Csx CORP | 股票-工业 | 0.48% | — | -0.70% | |
| 44 | ✓ | Spdr Ser Tr | 股票-其他 | 0.46% | — | +1.32% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.45% | +0.25% | +9.27% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | -7.34% | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.45% | — | — | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.44% | — | -0.39% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | — | -4.69% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | +8.35% |