CIK: 0001992785
申报总市值
US$3.5亿
仅显示前 200 大持股（共 353 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 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 26.18% | +0.79% | +86.79% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 23.50% | +2.40% | +2.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.15% | — | +0.59% | |
| 4 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 7.88% | +0.65% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.99% | -0.12% | -37.11% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 4.35% | -0.21% | -4.49% | |
| 7 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.50% | — | +0.89% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.72% | +0.68% | +96907.14% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.28% | -0.03% | -10.36% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.88% | — | +0.77% | |
| 11 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.60% | -0.08% | +48.49% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.55% | +0.11% | +7.89% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.08% | -2.59% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.44% | -0.30% | -8.56% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.43% | — | +6.29% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | +0.02% | +16.23% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.39% | — | +6.76% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.35% | — | — | |
| 20 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.33% | — | -36.00% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.32% | — | +8.23% | |
| 22 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.31% | +0.04% | +6.72% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.30% | — | +8.57% | |
| 24 | IDMO | Invesco S&p International De | ETF-其他 | 0.29% | +0.04% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.24% | -0.12% | +2.56% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | -0.03% | +9.05% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.19% | -0.02% | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.18% | +0.04% | -54.29% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.18% | — | +0.82% | |
| 31 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.16% | — | +5.50% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.05% | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.15% | — | — | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.14% | — | +0.10% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.14% | +0.03% | — | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.14% | -0.01% | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.13% | +0.04% | +0.05% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.13% | — | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.12% | — | — | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.12% | — | +0.37% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.12% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | +0.03% | — | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.10% | — | -51.55% | |
| 44 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.10% | -0.02% | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | -6.58% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.10% | -0.08% | -5.36% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.10% | -0.07% | — | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | — | -13.56% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.07% | — | — | |
| 50 | WWD | Woodward INC | 股票-工业 | 0.07% | — | -4.93% |