CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 401 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 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 4.35% | — | +2.92% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.21% | -0.02% | +0.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.62% | +10.85% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.01% | — | +4.26% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | +0.01% | +42.72% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 1.50% | +0.04% | +47.08% | |
| 7 | FCVT | First Trust Ssi Strategi ETF | ETF-其他 | 1.42% | — | +6.89% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.42% | — | +1.39% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.40% | — | +23.68% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.17% | +1256.87% | |
| 11 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.38% | — | +5.77% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.31% | — | +8.97% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.28% | — | -0.85% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.19% | +0.34% | +40.26% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.14% | — | -0.27% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.05% | — | +40.63% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 1.04% | — | +5.78% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.99% | — | +8.11% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | -25.94% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | — | +23.00% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +69.54% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | — | +1.57% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.13% | +9.91% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.70% | — | -1.98% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | — | -2.17% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | -22.57% | |
| 27 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.66% | — | -8.32% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.65% | — | -1.66% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.15% | +27.76% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.64% | — | +1.05% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +2.08% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +30.04% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.60% | +0.22% | +37.29% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | +0.79% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | +0.81% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.57% | — | -3.80% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | +29.10% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | +34.02% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +11.56% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.54% | — | +0.24% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.53% | — | +34.96% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.53% | — | +191.87% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.53% | — | +1.38% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.11% | +3.42% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | +22.53% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +14.64% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | +0.41% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.43% | — | +0.63% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.43% | — | +28.58% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | — | +1110.85% |