CIK: 0001978879
申报总市值
US$32.6亿
仅显示前 200 大持股（共 1022 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 | AAPL | Apple INC | 股票-科技 | 3.41% | -0.05% | +4.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.86% | — | +15.55% | |
| 3 | COIN | Coinbase Global INC -class A | 股票-金融 | 2.62% | -0.47% | +3.06% | |
| 4 | INTF | Ishares International Equity | ETF-其他 | 2.43% | — | +12.45% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.12% | -0.09% | +12.77% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.96% | -0.19% | +13.32% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.84% | -0.04% | +12.40% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.81% | — | +10.04% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.69% | -0.08% | +75.04% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.66% | -0.20% | +10.76% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | -1.03% | +25.61% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.43% | -2.51% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | -0.14% | +25.15% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | -0.05% | -4.82% | |
| 15 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 1.28% | -0.09% | +16.86% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.27% | — | +152.73% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.14% | +10.36% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | -0.11% | +0.37% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.12% | -0.07% | +13.34% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | -0.48% | +0.99% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | +0.20% | +140.64% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.04% | — | +20.17% | |
| 23 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.02% | -0.94% | -0.14% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.00% | — | +9.77% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +24.73% | |
| 26 | OKLO | Oklo INC | 股票-公用事业 | 0.95% | — | +6.21% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | -6.69% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | — | +0.06% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.73% | — | +11.56% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.73% | — | -15.53% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.07% | +1.41% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | -28.00% | |
| 33 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.64% | -0.10% | +17.34% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | +0.14% | +678.28% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.59% | — | +3.42% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +325.94% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.56% | -0.06% | +21.15% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.55% | — | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | -21.28% | |
| 40 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.53% | — | +6.01% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.50% | — | +660.43% | |
| 42 | INDS | Pacer Industrial Real Estate | ETF-其他 | 0.49% | — | +26.01% | |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | ETF-其他 | 0.49% | — | +19.10% | |
| 44 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.49% | — | +8.51% | |
| 45 | DFIV | Dimensional International Va | ETF-其他 | 0.48% | — | — | |
| 46 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.47% | — | +66.91% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | +0.11% | +3.76% | |
| 48 | MBB | Ishares Mbs ETF | ETF-其他 | 0.42% | — | +7.76% | |
| 49 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.41% | — | +14.23% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.41% | — | +18.45% |