CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 434 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.55% | +0.55% | +5.84% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.12% | — | -8.86% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 4.99% | — | -6.73% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.58% | +0.32% | +10159.31% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.97% | — | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.15% | — | +13.49% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.87% | — | +14.42% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.37% | — | +5.73% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.30% | — | +11.35% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.24% | +0.34% | -32.31% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.22% | — | -47.99% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.95% | — | -0.57% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.72% | — | +4.26% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.59% | — | +4.44% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.40% | — | +17.27% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.50% | +21.47% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | — | -47.63% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.03% | — | +1.54% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.30% | +17.78% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | -0.30% | — | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +1.27% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | — | +4.61% | |
| 23 | CB | Chubb Limited | 股票-金融 | 0.79% | — | -1.62% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.76% | — | -3.85% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.03% | +12.34% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 0.73% | — | -2.90% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | -0.05% | +2.59% | |
| 28 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.69% | -0.05% | -9.11% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | -0.75% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | -34.40% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.65% | — | +49.89% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.15% | -0.92% | |
| 33 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.60% | — | — | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.60% | — | -1.96% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.09% | -1.93% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | -0.09% | — | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.55% | — | +17.28% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | -0.03% | -1.95% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.53% | — | -13.49% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.53% | — | +20.71% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | -0.04% | -1.43% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.12% | -0.24% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.51% | — | -6.39% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.51% | — | -11.47% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -2.49% | |
| 46 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.50% | — | -4.89% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | +1.26% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | +2.39% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.48% | — | -4.93% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.47% | — | -18.04% |