CIK: 0001985414
申报总市值
US$4.7亿
仅显示前 200 大持股（共 585 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 6.55% | — | +30.63% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.56% | +0.22% | -1.62% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.36% | +0.11% | +9.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.64% | -0.08% | +2.90% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.60% | +0.08% | -10.66% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.17% | -0.04% | +3.83% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.09% | +0.07% | +1.64% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.02% | +0.14% | +6.48% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | -0.21% | -3.04% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.84% | — | -5.38% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.74% | -0.10% | -0.66% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.65% | +0.16% | -14.73% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.51% | +0.05% | -5.77% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.22% | — | +1.23% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.06% | — | -3.44% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.04% | +0.07% | +6.07% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.87% | +0.08% | +3.95% | |
| 18 | TITN | Titan Machinery INC | 股票-其他 | 1.83% | +0.10% | — | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.69% | +0.07% | +3.73% | |
| 20 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.58% | +0.06% | +6.59% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.54% | +0.04% | -0.17% | |
| 22 | DFAT | Dimensional US Target Value | ETF-其他 | 1.48% | — | -0.63% | |
| 23 | PGX | Invesco Preferred ETF | ETF-其他 | 1.47% | — | +6.28% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.41% | -0.03% | +4.41% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.32% | — | +2.64% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.12% | +0.05% | +3.67% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.85% | — | +5.94% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | -0.06% | +0.02% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.79% | — | +1.83% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.18% | +2.09% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.75% | -0.06% | -2.07% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.73% | — | +3.98% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | +8.47% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.67% | — | +43.67% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.64% | — | +1.85% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.61% | -0.04% | -2.52% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.51% | — | -3.47% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | -0.04% | +5.61% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.48% | — | +2.12% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.46% | — | +23.91% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.45% | -0.09% | +98.05% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | -0.06% | +1.01% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.44% | — | +2525.81% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.43% | — | -3.29% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | — | +0.42% | |
| 46 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.39% | +0.05% | +4.59% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.36% | — | -5.02% | |
| 48 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.36% | — | +1.93% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.35% | -0.08% | +29.79% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.34% | -0.04% | -1.51% |