CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 360 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 | 13.30% | -0.68% | +25.07% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 12.46% | -0.08% | +36.17% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.42% | — | +8.65% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 6.89% | — | -43.29% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.54% | +0.04% | -2.28% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 6.21% | — | -40.97% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.18% | -0.33% | +50.99% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.81% | — | -4.26% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.80% | — | -26.77% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.76% | -0.12% | +3.93% | |
| 11 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.25% | — | +44.81% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.09% | +0.19% | +23.89% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.69% | -0.06% | +38.69% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.36% | +0.01% | +15.61% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.51% | +0.18% | -1.47% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.40% | — | +17.58% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.10% | — | +125.71% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.87% | — | -11.58% | |
| 19 | HAL | Halliburton Co | 股票-能源 | 0.78% | +0.07% | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.62% | -0.14% | +22.32% | |
| 21 | KMI | Kinder Morgan INC | 股票-能源 | 0.56% | +0.11% | +24.80% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.35% | — | +32.24% | |
| 23 | VDE | Vanguard Energy ETF | ETF-其他 | 0.31% | +0.03% | +1.79% | |
| 24 | SCI | Service CORP International | 股票-周期性消费 | 0.23% | +0.04% | -0.75% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | -0.04% | +20.44% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.19% | -0.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | -0.10% | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | +0.07% | -8.49% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.14% | -0.10% | +36.63% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.13% | — | +100.00% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.13% | — | -8.40% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | +0.28% | |
| 33 | ✓ | Calavo Growers INC | 股票-其他 | 0.11% | — | — | |
| 34 | UAL | United Airlines Holdings INC | 股票-工业 | 0.11% | — | +14.16% | |
| 35 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.11% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.10% | — | +0.09% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.10% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.08% | — | +23.81% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.08% | — | — | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.08% | — | -14.68% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.08% | -0.03% | +8.42% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.07% | — | +459.76% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.06% | -0.07% | +12.29% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.06% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | -0.04% | +3.85% | |
| 46 | ED | Consolidated Edison INC | 股票-公用事业 | 0.06% | — | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.06% | — | +10.81% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.05% | — | +84.43% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.05% | — | +135.94% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.05% | +0.05% | +59.89% |