CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 403 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 | 4.77% | -0.02% | +13.26% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 4.19% | — | +6.04% | |
| 3 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 2.78% | — | — | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.07% | +0.34% | +79.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.62% | +6.14% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.98% | — | +4.37% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.69% | — | +35.37% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.58% | +0.01% | +5.25% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.51% | -0.17% | +4.78% | |
| 10 | FCVT | First Trust Ssi Strategi ETF | ETF-其他 | 1.51% | — | +10.96% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.49% | — | +46.25% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.43% | +0.04% | +3.71% | |
| 13 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.35% | — | +4.03% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.34% | — | +1.41% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | +111.86% | |
| 16 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.26% | — | -1.30% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.21% | — | +3.08% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.04% | — | -0.50% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.98% | — | +14.07% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | +12.83% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.81% | +0.09% | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.77% | — | +9.20% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.76% | +0.22% | +30.18% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | -0.13% | +2044.14% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.65% | — | -4.82% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.62% | — | -0.17% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.62% | — | +2.12% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | — | +3.43% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.15% | +1180.39% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.60% | — | +66.92% | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.59% | — | +63.88% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | +17.22% | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.57% | — | -1.29% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | — | -4.17% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.55% | — | +12.67% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +2.36% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | -2.02% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | — | +1.14% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.11% | +3.81% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | — | +1.62% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.50% | — | +1.75% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | +10.31% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | -5.10% | |
| 45 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.50% | +0.10% | +54.55% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | +1.14% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.46% | — | +330.22% | |
| 48 | BG | Bunge Global SA | 股票-非周期性消费 | 0.45% | — | +66.45% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +0.09% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +26.78% |