CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 288 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.61% | +0.27% | +0.85% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.13% | — | +10.20% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.10% | +0.43% | +5.57% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.64% | +0.02% | -5.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.48% | -0.10% | +2.22% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.34% | — | +5.74% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.08% | +0.04% | — | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.80% | -0.03% | +8.64% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.61% | +0.25% | — | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.55% | -0.67% | -9.51% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.51% | -2.00% | +4.95% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.51% | — | +13.14% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.48% | +0.26% | +62.25% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.46% | +0.27% | -2.05% | |
| 15 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.35% | — | +0.13% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.33% | -0.03% | +69.31% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.27% | +0.08% | +17.14% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.27% | -0.67% | +33.00% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.23% | -0.25% | +14.25% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +1.84% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.21% | — | +1.11% | |
| 22 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 1.16% | — | +0.21% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.08% | — | +3.77% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | — | -0.31% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | -3.12% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.02% | — | +8.50% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.99% | +0.04% | +3.55% | |
| 28 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.99% | -0.46% | +0.20% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.99% | +0.04% | +11.08% | |
| 30 | IQLT | Ishares Msci International Q | ETF-其他 | 0.98% | — | +0.79% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.96% | +0.04% | +20.05% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.88% | — | -1.27% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | +0.08% | +2.97% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.86% | -0.83% | EXIT | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.84% | — | +17.05% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.16% | +22.40% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | — | +1010.91% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | — | +9.23% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.76% | +0.13% | +0.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | — | +8.37% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | — | +0.22% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | — | +1.56% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.74% | +0.04% | +3.54% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.74% | — | +11.95% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | — | +8.84% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.72% | +1.86% | +13.50% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.72% | — | -0.65% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.72% | — | +39.68% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.66% | +0.13% | +17.73% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.65% | +0.09% | -0.39% |