CIK: 0001845199
申报总市值
US$1.8亿
仅显示前 200 大持股（共 394 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 | 7.06% | +0.17% | -13.92% | |
| 2 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 6.69% | — | -0.34% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.84% | -0.18% | +34.22% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.69% | — | +5.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.25% | -4.52% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.35% | — | -8.67% | |
| 7 | IVLU | Ishares Msci International V | ETF-其他 | 2.31% | +0.15% | +20.38% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.12% | — | +19.52% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.00% | -0.08% | +0.03% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.97% | — | +5.08% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.92% | -0.09% | -2.20% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.83% | -0.16% | +32.20% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.76% | -0.19% | -3.06% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.59% | -0.12% | -0.64% | |
| 15 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.38% | — | -3.15% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.34% | — | +10.83% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.34% | -0.23% | -0.97% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.29% | -0.11% | -5.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | — | +17.97% | |
| 20 | IRM | Iron Mountain INC | 股票-房地产 | 1.24% | -0.31% | -0.68% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.15% | — | +0.13% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | — | -0.30% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | -0.23% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | +4.77% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工业 | 0.97% | -0.13% | — | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.92% | +0.09% | -0.18% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | — | -1.10% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.87% | -0.15% | -9.13% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.85% | -0.12% | -6.70% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.84% | — | +9.36% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.83% | — | +10.82% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.77% | -0.11% | +0.23% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | -0.24% | +104.59% | |
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.74% | — | — | |
| 35 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.68% | — | +4.70% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.66% | -0.14% | -6.48% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | — | -2.57% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | — | -0.25% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +14.56% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.62% | — | — | |
| 41 | FISV | Fiserv INC | 股票-其他 | 0.61% | -0.20% | +19.14% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.61% | — | +8.50% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | -0.08% | +46.87% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | +0.10% | +50.35% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.57% | -0.10% | -17.78% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.54% | — | -4.30% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -11.39% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | — | — | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.52% | — | +6.69% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.51% | +0.08% | -3.23% |