CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 418 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 | 12.28% | +0.10% | -2.13% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.88% | +0.93% | -2.16% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.18% | — | -5.93% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.09% | — | -0.06% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.97% | +0.55% | -0.97% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.88% | +0.34% | -4.85% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.61% | +0.32% | +0.26% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.65% | — | -19.97% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.38% | — | -21.50% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.36% | — | +10.28% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.28% | — | +19.46% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.07% | — | +0.02% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.57% | — | -4.66% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.53% | — | +8.39% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.52% | — | +13.48% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.50% | — | +3.31% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.50% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.50% | -5.04% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | -0.30% | +1.98% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.96% | — | — | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.92% | — | -12.83% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.30% | -3.87% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | — | +1.23% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | -0.03% | +1.47% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.76% | — | -0.20% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.73% | — | +21.10% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.71% | — | +14.09% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.66% | -0.09% | -0.24% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | -0.05% | +3.27% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | -5.04% | |
| 31 | LIN | Linde plc | 股票-原材料 | 0.55% | — | -1.01% | |
| 32 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | -0.90% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.09% | -0.95% | |
| 34 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.53% | -0.05% | -4.08% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | — | -0.78% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.50% | — | -0.85% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.15% | -1.09% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | -0.03% | -3.20% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | -0.17% | +0.88% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | -1.16% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.43% | -0.04% | -1.02% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.43% | — | -5.15% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.43% | — | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.12% | +1.65% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.41% | — | — | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.39% | -0.04% | -5.07% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.39% | — | +0.04% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | — | -7.82% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | — | +11.84% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | -1.15% |