CIK: 0001824700
申报总市值
US$7.4亿
仅显示前 200 大持股（共 219 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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 6.61% | +0.30% | +6.93% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.18% | -0.40% | +3.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.79% | -0.24% | +1.79% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.40% | -1.18% | -0.04% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.44% | +0.26% | +1.15% | |
| 6 | JPIE | Jpmorgan Income ETF | ETF-其他 | 4.09% | — | +21.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.91% | -0.49% | +1.87% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.88% | -1.02% | -0.16% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.07% | — | +6.05% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.22% | -0.23% | +0.38% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.97% | +0.11% | +3.11% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.93% | — | +3.15% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.93% | +0.07% | +4.12% | |
| 14 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.88% | -1.70% | +5.72% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.43% | -1.78% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | -0.12% | +0.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | -0.14% | -0.56% | |
| 18 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.31% | +0.33% | +1843.61% | |
| 19 | IDV | Ishares International Select | ETF-其他 | 1.23% | +0.16% | +11.18% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | -5.47% | |
| 21 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 1.10% | -0.98% | +10.17% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | -0.14% | +4.71% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | — | +0.29% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.95% | — | +8.48% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.95% | +0.09% | +28.62% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.94% | +0.07% | +5.60% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | +0.57% | +0.56% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | — | -1.10% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | +2.12% | |
| 30 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 0.76% | — | +0.91% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.28% | +0.49% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.74% | — | +2.64% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | +0.11% | +0.43% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.70% | +0.25% | +630.16% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.70% | — | +4.48% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.69% | -0.08% | -3.02% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.69% | +0.63% | -44.14% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | -1.35% | |
| 39 | GMUB | Gs Municipal Income ETF | ETF-其他 | 0.66% | +0.18% | +473.61% | |
| 40 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.65% | — | -0.08% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.61% | — | -3.98% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.60% | — | -0.02% | |
| 43 | COLB | Columbia Banking System INC | 股票-金融 | 0.53% | — | +4.31% | |
| 44 | CEG | Constellation Energy | 股票-公用事业 | 0.53% | -0.10% | +3.98% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | — | -3.31% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.09% | +1.26% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +2.92% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | -21.78% | |
| 49 | FNF | Fidelity National Financial | 股票-金融 | 0.45% | -0.07% | -1.29% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | -0.76% |