CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 415 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 | 12.22% | +0.10% | +0.16% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.91% | +0.93% | +0.13% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.78% | — | -15.83% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 4.71% | — | +1521.87% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.23% | +0.55% | -1.28% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.36% | — | -6.85% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.80% | +0.34% | +1.13% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.54% | — | -15.58% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.33% | — | +2.02% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.99% | — | -0.94% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.86% | — | -15.74% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.81% | — | -8.32% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.68% | — | -0.20% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.65% | — | -9.01% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.49% | — | -9.66% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.45% | — | -0.54% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.35% | — | +7.99% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.08% | — | -8.54% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | — | +95.79% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.84% | — | -6.77% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.30% | -6.24% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | — | -12.49% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.50% | -14.09% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.69% | — | +21.22% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.64% | — | +37.63% | |
| 26 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.62% | — | -2.69% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.60% | — | +8.92% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | -0.05% | +2.24% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | -0.03% | +31.56% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | -9.45% | |
| 31 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.54% | -0.05% | -2.85% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | -2.48% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.09% | +5.97% | |
| 34 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.52% | — | -6.58% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | -0.17% | -16.80% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.49% | — | +15.65% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | -0.03% | +9.45% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.46% | — | +19.46% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.15% | -5.59% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.45% | — | +22.98% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | — | -4.71% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.44% | -0.04% | +2.06% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.41% | — | +6.19% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | -0.91% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.12% | -11.54% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.41% | — | -23.31% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.41% | — | +364.28% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | -2.54% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +7.32% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | +0.02% |