CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 294 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 | 5.88% | -0.02% | +21.51% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 4.77% | — | +8.44% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.22% | — | +9.48% | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.45% | — | +5.07% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.62% | +3.74% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.87% | — | -1.62% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.87% | — | +41.39% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.17% | +119.50% | |
| 9 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.56% | — | +69.10% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.55% | — | +2.36% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.52% | — | +95.63% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.51% | — | +27.70% | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.49% | — | +7.57% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.45% | — | +377.44% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.39% | — | +25.85% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.33% | +0.01% | +4.01% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.22% | — | +1.19% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.18% | +0.04% | +6.27% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | — | +37.22% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.05% | — | — | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.02% | — | +1.83% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.95% | — | +7.07% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.91% | — | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | +6.35% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.91% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | — | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.88% | — | +4.13% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | +8.86% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | — | +20.01% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +26.75% | |
| 31 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.76% | — | -9.41% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.75% | — | +3.09% | |
| 33 | TFX | Teleflex INC | 股票-医疗保健 | 0.72% | — | +0.03% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | +17.52% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | +90.22% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.65% | — | +589.06% | |
| 37 | PKE | Park Aerospace CORP | 股票-其他 | 0.64% | — | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.61% | — | +17.49% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.60% | — | +2.61% | |
| 40 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.58% | — | +32.35% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.56% | — | +0.86% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.54% | — | +2.15% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | -1.36% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.54% | — | +0.49% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.13% | +5.36% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | — | -15.36% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +238.40% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.51% | — | +89.84% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.48% | — | +5.82% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.11% | -0.51% |