CIK: 0001997685
申报总市值
US$11.8亿
仅显示前 200 大持股（共 615 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 11.99% | +0.16% | -0.80% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.29% | +0.65% | -12.92% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.52% | -0.81% | -7.02% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.55% | +0.15% | +6.79% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 4.86% | -0.05% | -8.53% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.14% | +0.11% | +0.99% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.84% | — | +0.27% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | — | -0.91% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | +0.02% | -0.59% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.16% | -0.17% | +0.65% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.02% | -0.04% | +0.57% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 2.01% | +0.04% | +0.35% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.38% | +0.69% | +488.70% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.04% | +1.84% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | +0.02% | +11.56% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.07% | +8.38% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.09% | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.02% | +6.37% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.77% | — | — | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.70% | -0.06% | +0.08% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | +0.02% | -4.83% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | — | — | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.02% | +8.39% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.58% | — | -7.65% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | +0.03% | +14.30% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | — | -1.15% | |
| 27 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.47% | — | +8.90% | |
| 28 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.46% | -0.08% | — | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | — | |
| 30 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.45% | — | +4.50% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | +0.15% | +39.40% | |
| 32 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.43% | — | +46.47% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | — | -3.36% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.40% | +0.03% | +1.30% | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | -0.70% | |
| 36 | DGP | Db Gold Double Long Etn | ETF-避险与商品 | 0.39% | -0.09% | -20.00% | |
| 37 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | -0.05% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.35% | — | +6.37% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.33% | — | -2.58% | |
| 40 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.33% | — | — | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | -2.74% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.31% | — | +0.95% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.31% | — | — | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | — | -7.19% | |
| 45 | TMUS | T-mobile US INC | 股票-通信服务 | 0.30% | — | +3.95% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.29% | — | -2.91% | |
| 47 | LPX | Louisiana-pacific CORP | 股票-工业 | 0.29% | — | — | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.29% | — | +5.54% | |
| 49 | AWK | American Water Works Co INC | 股票-公用事业 | 0.28% | — | -2.45% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.28% | — | -5.56% |