CIK: 0001927537
申报总市值
US$8.5亿
仅显示前 200 大持股（共 286 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 | 17.29% | +0.94% | +2.60% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.25% | +1.27% | +4.87% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.95% | +0.04% | +2.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.58% | +0.12% | +3.86% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.08% | +0.26% | +0.72% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.61% | +0.41% | +4.85% | |
| 7 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 3.23% | +0.33% | +90.97% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.35% | +2.90% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | +0.32% | +1.76% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | -0.49% | +15.07% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.03% | — | +8.69% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.88% | +0.34% | -10.45% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.75% | — | +10.53% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | — | +0.47% | |
| 15 | UFPT | Ufp Technologies INC | 股票-其他 | 0.98% | -0.06% | +0.01% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +2.44% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | -0.01% | +2.60% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | +4.86% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.01% | +4.15% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.15% | +5.98% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.18% | -1.36% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | — | +1.99% | |
| 23 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.74% | — | -0.07% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.74% | +0.41% | +28.12% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.71% | — | +7.88% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.34% | +3.63% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | — | -0.33% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | +4.72% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.54% | — | +6.90% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | +3.93% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | — | -5.13% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.07% | -6.21% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +4.60% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | — | +1.07% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.14% | +2.15% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | +0.19% | +1.68% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.37% | -0.05% | +12.06% | |
| 38 | ORI | Old Republic Intl CORP | 股票-金融 | 0.37% | — | +0.22% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.34% | +0.09% | +7.91% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | +7.00% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.32% | +0.10% | — | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.31% | — | +4.57% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.30% | — | +4.32% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.29% | +0.11% | +1.82% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.28% | — | +2.22% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.26% | — | +1.84% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | +4.47% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.19% | +4.83% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | +2.68% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.25% | +0.06% | +1.11% |