CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 279 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 15.46% | — | +40.91% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 13.11% | — | +29.86% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.24% | — | +26.69% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 9.62% | -0.08% | -25.27% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 9.09% | — | +12.16% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.65% | +0.04% | +15.41% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.82% | — | -21.03% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.88% | -0.68% | +15884.45% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.18% | -0.12% | -1.63% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.98% | -0.33% | +19.80% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.55% | +0.18% | -4.97% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.54% | +0.19% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.43% | -0.06% | +10.34% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.22% | — | +7.66% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.21% | — | -0.72% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.20% | +0.01% | — | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.16% | — | — | |
| 18 | HAL | Halliburton Co | 股票-能源 | 0.59% | +0.07% | +0.55% | |
| 19 | KMI | Kinder Morgan INC | 股票-能源 | 0.54% | +0.11% | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.34% | -0.14% | +5.99% | |
| 21 | VDE | Vanguard Energy ETF | ETF-其他 | 0.33% | +0.03% | +542.78% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.27% | — | — | |
| 23 | SCI | Service CORP International | 股票-周期性消费 | 0.20% | +0.04% | +3.72% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.07% | +6.14% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.17% | -0.04% | -8.89% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | -0.04% | -4.64% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.16% | — | -1.74% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | -0.10% | — | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | +0.04% | -4.45% | |
| 30 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.12% | — | -16.40% | |
| 31 | ✓ | Calavo Growers INC | 股票-其他 | 0.11% | — | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.11% | — | +15.85% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.11% | — | -11.68% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.10% | — | — | |
| 35 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.10% | — | -64.72% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.10% | -0.10% | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.09% | +0.24% | -50.51% | |
| 38 | UAL | United Airlines Holdings INC | 股票-工业 | 0.09% | — | +53.24% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.09% | — | -53.39% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.07% | — | — | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.06% | -0.03% | — | |
| 42 | ED | Consolidated Edison INC | 股票-公用事业 | 0.06% | — | — | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.05% | -0.07% | +22.59% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.05% | -0.04% | — | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.05% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.04% | — | — | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.04% | — | -9.22% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.04% | — | — | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.04% | — | — | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.04% | — | -16.50% |