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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.58% | +0.10% | +3648.19% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.11% | +0.93% | +32358.85% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.26% | — | +74.80% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.89% | +0.55% | -6.12% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.89% | +0.34% | +124.90% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.81% | — | -0.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.44% | +0.32% | -2.76% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.23% | — | +80.90% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.17% | — | -14.45% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.04% | — | -26.24% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.08% | — | +13.02% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.08% | — | -12.65% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.67% | — | +35.33% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.53% | — | -13.87% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.44% | — | +79.60% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.42% | — | +33.04% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.38% | — | +4.15% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.50% | +1.04% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.94% | — | +4458.57% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | — | +39.61% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | -0.30% | +7.97% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | — | +63.19% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.81% | -0.30% | -9.59% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | -0.03% | +21.24% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.70% | — | -15.69% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | +8.41% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.62% | — | — | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.61% | — | -0.97% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | -0.09% | +14.86% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | -0.05% | -14.03% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.54% | — | +223.33% | |
| 32 | LIN | Linde plc | 股票-原材料 | 0.52% | — | — | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.51% | — | -2.41% | |
| 34 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.51% | -0.05% | -0.71% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.50% | — | +3.87% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.09% | +5.24% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +9.23% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | -0.03% | +4.67% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.15% | -3.80% | |
| 40 | EWU | Ishares Msci United Kingdom | ETF-其他 | 0.45% | — | — | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | +19.61% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.40% | — | -10.50% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.12% | -6.99% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.39% | — | +7.07% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.39% | -0.04% | +1.17% | |
| 46 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.39% | -0.04% | -1.60% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.39% | — | +40.46% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.39% | — | -8.42% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.38% | — | -2.91% | |
| 50 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.38% | — | -18.59% |