CIK: 0001927537
申报总市值
US$8.5亿
仅显示前 200 大持股（共 215 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.63% | +0.94% | +17.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.36% | +1.27% | +9.91% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.08% | +0.04% | +16.01% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.02% | +0.12% | +9.40% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.66% | +0.26% | +3.02% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.69% | +0.41% | +13.31% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.20% | — | -11.15% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.35% | +3.43% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.44% | +0.34% | +10.00% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.22% | — | +18.96% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | -0.49% | +12.25% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | +0.18% | -11.58% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | — | +4.95% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.49% | — | -5.88% | |
| 15 | UFPT | Ufp Technologies INC | 股票-其他 | 1.34% | -0.06% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | +0.32% | +5.21% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | -0.01% | -0.77% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 0.93% | — | -54.81% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.15% | +4.80% | |
| 20 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.92% | — | +0.16% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | -1.33% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.01% | +0.90% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | -3.61% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | — | +1.98% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | — | +6.39% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.34% | -0.17% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | — | +6.04% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | +3.70% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +5.43% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | -6.40% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.53% | — | +5.89% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.07% | +9.37% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | — | +3.18% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +2.79% | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.38% | — | +1.89% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.38% | — | +4.92% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | +6.07% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.36% | +0.11% | +1.49% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.36% | — | +3.85% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | +0.19% | +3.97% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.34% | — | +4.49% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.32% | -0.05% | +1.53% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.19% | -16.22% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | -11.79% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.30% | +0.14% | -0.10% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.29% | — | +8.45% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | — | -0.27% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.26% | — | -14.27% | |
| 49 | ETN | Eaton Corporation plc | 股票-工业 | 0.26% | — | +2.17% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.26% | — | +6.48% |