CIK: 0001802132
申报总市值
US$1.4亿
仅显示前 200 大持股（共 211 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 12.00% | -0.27% | +4.52% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 5.68% | — | +6.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.37% | +0.03% | -24.54% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.98% | -0.04% | +6.34% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.79% | — | +8.20% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.54% | — | +3.92% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.61% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.49% | -0.86% | -0.62% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.18% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.96% | +0.29% | -2.82% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.76% | +0.07% | -24.18% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | — | -32.45% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.40% | — | -5.19% | |
| 14 | MRNA | Moderna INC | 股票-医疗保健 | 1.35% | — | +2.22% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.22% | -0.13% | +2.87% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.19% | — | +0.21% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | -31.72% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.06% | — | +10.94% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.90% | — | +3.03% | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.88% | -0.20% | +8.57% | |
| 21 | MAIN | Main Street Capital CORP | 股票-金融 | 0.81% | — | — | |
| 22 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.78% | — | +6.39% | |
| 23 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.76% | — | +4.81% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.76% | — | -6.04% | |
| 25 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.75% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | +0.11% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | -42.85% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | +4.65% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -8.64% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | -1.54% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.55% | — | — | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.53% | — | +0.11% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | +2.67% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.53% | — | -6.34% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +0.17% | |
| 37 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.52% | — | +2.92% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -36.85% | |
| 39 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.50% | — | +0.01% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.50% | — | -8.90% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.49% | — | +0.16% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | -0.24% | -13.50% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | — | +0.87% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.47% | — | -2.24% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.46% | — | +6.13% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | +0.39% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | — | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.44% | — | +0.34% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | — | -0.89% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | — | -28.77% |