CIK: 0001846532
申报总市值
US$10.4亿
| # | 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.93% | — | +27.52% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 4.65% | +0.04% | +11.52% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.42% | — | +8.29% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.42% | -0.02% | -0.24% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.35% | — | +4.98% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.06% | — | -1.93% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.84% | — | +16.68% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.18% | — | +14.83% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.96% | — | +16.56% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.81% | — | +4.03% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.63% | — | +8.96% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.54% | — | +26.02% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | +0.01% | +25.71% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.39% | — | +9.33% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | +0.95% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.35% | — | +12.11% | |
| 17 | CERNCHF | Cerner CORP | 股票-其他 | 1.33% | — | +97.37% | |
| 18 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.26% | — | +13.92% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.10% | — | +4.24% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.07% | — | +6.15% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.04% | +0.11% | -0.01% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 1.04% | — | +17.09% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.03% | — | +2.18% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | — | +16.61% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -26.19% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | — | +10.34% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.85% | — | +1.21% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | — | +4.46% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | — | +1.56% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.76% | — | -23.52% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.72% | — | +25.53% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.66% | — | +5.64% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | — | -14.50% | |
| 35 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.63% | — | +20.91% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.63% | — | +11.01% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | +3.38% | |
| 38 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.57% | — | — | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +2.87% | |
| 40 | D | Dominion Energy INC | 股票-公用事业 | 0.53% | — | +5.12% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.52% | — | +4.68% | |
| 42 | ENB | Enbridge INC | 股票-能源 | 0.52% | — | +18.69% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.51% | — | +2.63% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +54.54% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.50% | — | -16.88% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | +10.18% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.40% | +0.34% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | — | |
| 49 | ✓ | Powershares | 股票-其他 | 0.47% | — | -4.61% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +8.80% |