CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 422 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 | 4.63% | -0.02% | -1.04% | |
| 2 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 2.95% | — | +4.55% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.62% | +0.83% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.96% | — | +4.14% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | +0.01% | +1.34% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 1.62% | +0.04% | +19.48% | |
| 7 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.55% | — | +3.76% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.48% | — | +14.47% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.39% | — | +1016.83% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.36% | -0.17% | +11.31% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.24% | — | -3.57% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.20% | — | +1198.02% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.17% | — | -0.05% | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.11% | — | +8.47% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.09% | — | -1.37% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +26.02% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.03% | — | -1.69% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.97% | +0.09% | +4.65% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | -41.61% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | — | +3.83% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +2.03% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | — | -9.15% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.70% | — | -3.58% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.13% | +4.17% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | +13.83% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.67% | — | -4.63% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | — | +0.95% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.15% | -1.48% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.64% | — | +19.43% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.60% | — | +11.48% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | +32.68% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.59% | — | +6.47% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.58% | — | -2.82% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +2.08% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | -0.28% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.57% | — | -6.60% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -0.85% | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.54% | — | +1.24% | |
| 39 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.53% | — | -6.91% | |
| 40 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.52% | +0.10% | -3.13% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.09% | +3.70% | |
| 42 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.51% | — | +2.30% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | +0.09% | NEW | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +8.39% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | -0.64% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.49% | — | -6.57% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.48% | — | +15.06% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.48% | — | -20.08% | |
| 49 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.48% | — | +8.38% | |
| 50 | NLY | Annaly Capital Management In | 股票-房地产 | 0.46% | — | +111.90% |