CIK: 0001770532
申报总市值
US$4.2亿
仅显示前 200 大持股（共 235 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 32.54% | -3.65% | -0.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.90% | -0.72% | -49.88% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 6.15% | — | +38.83% | |
| 4 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 6.10% | — | +5.47% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 6.09% | — | +37.37% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 5.93% | — | — | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 5.93% | — | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.56% | -0.25% | +1.89% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.51% | -0.20% | -0.13% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.41% | — | -0.56% | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.96% | -0.17% | +0.65% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 0.95% | +0.10% | +4.40% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.93% | — | +10.35% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | — | +4.79% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | +0.07% | NEW | |
| 16 | BA | Boeing Co/the | 股票-工业 | 0.81% | — | +2833.95% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.04% | +6.53% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | — | -6.61% | |
| 19 | TAXF | American Century Diver Muni | ETF-其他 | 0.61% | — | +19.33% | |
| 20 | MUST | Columbia Multi-sect Muni INC | ETF-其他 | 0.60% | — | +20.03% | |
| 21 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 0.52% | — | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | -0.04% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | +0.11% | +18.76% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | — | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | — | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | — | — | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.25% | +0.14% | +33.82% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.25% | — | +34.39% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.25% | — | +0.25% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.18% | +0.08% | +115.80% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.18% | — | — | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.17% | +0.07% | +5.88% | |
| 33 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.17% | +0.12% | +36.78% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.17% | — | +32.08% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.16% | — | +36.26% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.16% | — | +112.00% | |
| 37 | PAVE | Global X US Infrastructure | ETF-其他 | 0.15% | — | — | |
| 38 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.15% | +0.03% | +193.36% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.14% | — | +0.29% | |
| 40 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.14% | +0.11% | +533.25% | |
| 41 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 0.13% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.10% | — | +5.65% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.10% | -4.91% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.08% | -0.11% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.08% | — | -10.07% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.08% | — | +9.71% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.07% | — | +12.25% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.06% | — | -66.40% |