CIK: 0001770532
申报总市值
US$4.2亿
仅显示前 200 大持股（共 239 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 | 33.20% | -3.65% | +3.88% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.93% | -0.72% | +2.32% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.35% | — | +10.59% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 6.24% | — | +10.18% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.76% | -0.25% | +6.62% | |
| 6 | KORP | American Century Diversified | ETF-其他 | 5.49% | — | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.59% | -0.20% | +4.73% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.46% | — | +4.94% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.12% | — | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.44% | — | -44.79% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.44% | — | -44.55% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 1.08% | +0.10% | +0.23% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.92% | — | +2.69% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.92% | — | -2.47% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | +0.05% | +1822.62% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.85% | -0.17% | -1.06% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | +0.07% | NEW | |
| 18 | BA | Boeing Co/the | 股票-工业 | 0.79% | — | +5.26% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.67% | — | +7.43% | |
| 20 | TAXF | American Century Diver Muni | ETF-其他 | 0.66% | — | +10.47% | |
| 21 | MUST | Columbia Multi-sect Muni INC | ETF-其他 | 0.63% | — | +8.58% | |
| 22 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 0.46% | — | -7.23% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | +0.11% | +0.38% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | — | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.30% | — | — | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.28% | +0.14% | +9.65% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.28% | — | +9.29% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.28% | — | +8.02% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.19% | +0.08% | +7.80% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.19% | — | +9.72% | |
| 33 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.19% | +0.12% | +9.66% | |
| 34 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.18% | +0.07% | +2.47% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.17% | — | — | |
| 36 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.15% | +0.03% | +4.52% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.15% | — | — | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 0.15% | — | +15.22% | |
| 39 | PAVE | Global X US Infrastructure | ETF-其他 | 0.15% | — | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.14% | — | +1.44% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | — | — | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.11% | +0.11% | -17.07% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | — | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.10% | +2.65% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.08% | -0.11% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.07% | — | — | |
| 47 | TLTW | Ishares 20+ Bond Buywrite | ETF-其他 | 0.07% | +0.10% | NEW | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.07% | — | — | |
| 49 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.07% | +0.09% | NEW | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.06% | +0.07% | — |