CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 285 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 | 12.55% | +0.10% | -8.62% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.20% | +0.55% | +3.88% | |
| 3 | IDA | Idacorp INC | 股票-公用事业 | 6.01% | — | +0.01% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.60% | +0.93% | +6.46% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.11% | — | +3.78% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.40% | +0.34% | -4.08% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.96% | +0.32% | -2.64% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.04% | — | -29.07% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.99% | — | -0.10% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.78% | — | +5.89% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.47% | — | -41.86% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.16% | — | -0.20% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.88% | — | -9.17% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.69% | — | -15.59% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.62% | — | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.48% | — | +0.74% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.32% | — | -5.94% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | +0.90% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.50% | -3.94% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.03% | — | -13.90% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | -0.30% | -9.00% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.30% | -0.77% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.84% | — | — | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | -2.75% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.63% | — | -9.67% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.58% | -0.09% | -2.99% | |
| 27 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.57% | -0.05% | -3.65% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.15% | +0.63% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.56% | — | -2.96% | |
| 30 | LIN | Linde plc | 股票-原材料 | 0.54% | — | -3.69% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | -2.00% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | — | +2.92% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | +3.71% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | -0.17% | -3.98% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | -0.03% | +20.10% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.12% | -2.35% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +0.30% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.40% | — | -4.48% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | -0.03% | -14.76% | |
| 40 | AMT | American Tower CORP | 股票-房地产 | 0.38% | — | -4.21% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.38% | -0.04% | -2.93% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.37% | -0.04% | +3.70% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | -0.03% | -2.89% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.37% | — | -0.91% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.36% | — | -15.00% | |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.34% | — | -19.03% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | -1.70% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.33% | — | -1.00% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.33% | — | -2.70% | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.32% | — | -4.16% |