CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 440 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.24% | +0.10% | -0.05% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.92% | +0.93% | -0.01% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.70% | — | -2.86% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.37% | +0.55% | -19.36% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.85% | — | -4.16% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.96% | — | -1.49% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.71% | +0.34% | +2.44% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.27% | — | +0.21% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.13% | — | +26.91% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | — | -8.41% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.83% | — | -4.89% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.77% | — | -1.72% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.64% | — | -15.94% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | — | -10.46% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.26% | — | -7.51% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.25% | — | +27.92% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.18% | — | -11.58% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.98% | — | +35.00% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.50% | -8.97% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.92% | — | +26.16% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | — | -14.10% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.30% | -8.06% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | -0.30% | +18.57% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.64% | — | -10.54% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | -13.44% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | -0.05% | +33.37% | |
| 27 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.59% | — | +1.08% | |
| 28 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.59% | — | -11.16% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.57% | — | -10.18% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.56% | — | -1.90% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.56% | — | -2.62% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | -0.17% | +1753.48% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.55% | — | +10.48% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | -6.16% | |
| 35 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.54% | — | — | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.09% | +4.57% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.15% | +0.13% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.49% | — | -4.10% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.12% | +54.74% | |
| 40 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.48% | -0.05% | -13.28% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +25.95% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | -15.44% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | — | +1.70% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | -0.03% | +12.45% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | -0.03% | -12.34% | |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.43% | — | -3.37% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | -10.57% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.42% | -0.04% | +5.90% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | -4.84% | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.41% | — | -9.36% |