CIK: 0001992785
申报总市值
US$3.5亿
仅显示前 200 大持股（共 337 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 24.92% | +2.40% | +3.15% | |
| 2 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 24.90% | +0.79% | +1.60% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 14.07% | — | +3.89% | |
| 4 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 7.73% | +0.65% | +2.34% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.63% | -0.12% | +1.56% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 3.50% | -0.21% | -4.79% | |
| 7 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.48% | — | +2.69% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.37% | +0.68% | +9.57% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.27% | -0.03% | -7.43% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.09% | -7.35% | -3.86% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.79% | — | +1.92% | |
| 12 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.47% | -0.08% | -0.45% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.46% | +0.11% | -4.00% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | -0.30% | — | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.38% | +0.08% | -9.11% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.35% | — | -6.69% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | +0.02% | -3.48% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.31% | — | -9.78% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | -0.08% | -6.61% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.28% | — | — | |
| 21 | IDMO | Invesco S&p International De | ETF-其他 | 0.27% | +0.04% | -3.59% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.27% | — | -2.81% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.24% | — | -12.74% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | — | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.22% | — | -13.74% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | -0.03% | -16.60% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | +0.03% | +25.84% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.16% | -0.12% | +18.11% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.05% | -1.43% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.16% | -0.02% | -2.33% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.15% | — | -6.16% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.14% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.14% | -0.12% | -9.31% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.14% | — | -3.16% | |
| 35 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.13% | — | -0.11% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.12% | +0.04% | -1.98% | |
| 37 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.12% | -0.02% | — | |
| 38 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.12% | +0.04% | -9.23% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.12% | -0.07% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.03% | -0.48% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.12% | — | +0.15% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.11% | — | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.11% | — | -1.39% | |
| 44 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.11% | -0.02% | +829.16% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.10% | +0.04% | -10.90% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | — | -8.09% | |
| 47 | CSX | Csx CORP | 股票-工业 | 0.10% | — | — | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.09% | — | +0.14% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.09% | -0.08% | — | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | -0.01% | -6.45% |