CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 315 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 | 4.22% | +0.27% | -3.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.40% | +0.43% | +4.51% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.68% | — | -0.92% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.35% | +0.02% | -0.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.26% | -0.10% | -0.55% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.02% | +0.26% | +1.89% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.93% | -2.00% | +4.88% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.84% | -0.03% | +21.93% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.79% | +0.04% | -0.57% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.71% | -0.67% | +5.49% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.65% | +0.25% | +2.34% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.55% | +0.08% | +2.43% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.55% | — | +7.35% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.52% | +0.16% | +37.44% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.47% | -0.03% | -0.65% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.45% | +0.04% | +5.06% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.40% | — | +50.89% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.36% | +0.27% | +0.41% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.35% | — | +0.16% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.22% | -0.67% | +4.34% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.15% | +0.13% | +56.14% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.14% | +0.04% | +27.44% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-其他 | 1.13% | +0.04% | +3.18% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.11% | +0.04% | +3.46% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.11% | -0.25% | -2.58% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.10% | — | +2.15% | |
| 27 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 1.07% | — | +2.52% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.06% | +0.04% | +0.32% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 1.05% | — | -1.30% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +2.40% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.01% | — | -0.51% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.99% | +0.08% | +1.65% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.99% | -0.03% | +34.73% | |
| 34 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.98% | +0.05% | +8.78% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | — | +3.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | — | +3.49% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.84% | — | +4.70% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.83% | +0.13% | +10.85% | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.82% | -0.83% | EXIT | |
| 40 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.81% | — | -0.97% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.79% | -0.46% | +4.11% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | — | +10.71% | |
| 43 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.77% | — | -8.59% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.76% | — | +2.14% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.73% | +1.86% | +6.09% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.70% | — | +3.75% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | +1.68% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | — | -0.11% | |
| 49 | DFIV | Dimensional International Va | ETF-其他 | 0.64% | — | +5.89% | |
| 50 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.62% | +0.03% | +22.46% |