CIK: 0001913231
申报总市值
US$28.9亿
仅显示前 200 大持股（共 465 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.20% | — | +274.50% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.23% | +3.69% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.20% | — | +19.31% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.97% | — | +127.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.54% | +5.83% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.37% | — | +15.19% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.34% | — | +11.59% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.28% | +0.94% | -23.29% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | — | +14.57% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.13% | +0.15% | -19.52% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.93% | — | +14.53% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | — | +3.63% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | -0.09% | +2.54% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 0.83% | — | +9.23% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | -0.09% | +1827.19% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | — | +5.02% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.77% | — | -0.39% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 0.77% | — | +107.17% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.09% | +27.31% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | — | +285.00% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +11.84% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | +0.11% | +0.66% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -2.32% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.67% | — | +131.42% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | +28.22% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.10% | +102.79% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | — | -0.88% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | -0.13% | +2545.29% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.59% | — | +6.58% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.59% | — | +149.42% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | +0.08% | +9.07% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.58% | — | +5.63% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | +0.62% | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.56% | — | +11.62% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | — | +6.13% | |
| 36 | KEL | Kellanova | 股票-其他 | 0.55% | — | — | |
| 37 | DTE | Dte Energy Company | 股票-公用事业 | 0.55% | — | -2.64% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | -48.08% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | -13.27% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.13% | +70.22% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | +3.62% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | +3.67% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.49% | — | -0.42% | |
| 44 | WPC | Wp Carey INC | 股票-房地产 | 0.49% | — | — | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | +15.91% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | -24.18% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | +4.05% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.11% | +5.68% | |
| 49 | CTAS | Cintas CORP | 股票-工业 | 0.46% | — | +2.19% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.46% | — | +9.86% |