CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 375 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 | 5.04% | -0.02% | -4.40% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 4.61% | — | +15.36% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.28% | — | +13.69% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.62% | +52.54% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.57% | — | -5.64% | |
| 6 | FCVT | First Trust Ssi Strategi ETF | ETF-其他 | 1.56% | — | +30.57% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.51% | -0.17% | +17.30% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.45% | — | +17.62% | |
| 9 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.45% | — | +19.41% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.36% | — | +3.57% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.31% | — | -0.52% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | +0.01% | +43.62% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.26% | — | +73.92% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.19% | — | +11.42% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.08% | +0.04% | +27.56% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.06% | — | +5.79% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 1.04% | — | +19.75% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | — | +1.76% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.88% | +0.34% | — | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.83% | — | +0.10% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.83% | — | +3.32% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | — | +32.46% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.78% | — | — | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.77% | — | +54.07% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.13% | +73.58% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | +12.94% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.70% | — | -5.31% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.68% | — | +0.82% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +34.07% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | -2.68% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +18.22% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.64% | — | +3.26% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | -5.41% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | — | +44.25% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +3.05% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.56% | — | +1.52% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +84.00% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | +115.65% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +22.38% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.06% | +71.27% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +0.62% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +68.70% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | -34.20% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.48% | — | +14.55% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +132.55% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | +15.23% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +62.54% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.46% | — | +90.00% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.46% | +0.22% | -4.30% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.45% | — | — |