CIK: 0001845199
申报总市值
US$1.8亿
仅显示前 200 大持股（共 332 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 | 5.97% | +0.17% | -3.58% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.44% | -0.18% | -1.82% | |
| 3 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 4.77% | — | -0.36% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.06% | -0.15% | +1.63% | |
| 5 | IVLU | Ishares Msci International V | ETF-其他 | 3.49% | +0.15% | -1.27% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.22% | -0.16% | +1.21% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.07% | — | -4.89% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.41% | -0.16% | -0.75% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.25% | -5.40% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.12% | -0.08% | +2.20% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.11% | — | -3.43% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.10% | -0.24% | +4.87% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.03% | — | -0.93% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.72% | -0.30% | +2.73% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.69% | — | +0.74% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.57% | -0.23% | -2.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.54% | -0.08% | -1.84% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.53% | -0.14% | +1.02% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.43% | — | +5.43% | |
| 20 | IRM | Iron Mountain INC | 股票-房地产 | 1.33% | -0.31% | -3.04% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.31% | -0.13% | -0.82% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | -9.33% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | — | — | |
| 24 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 1.23% | -0.12% | +1.36% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.21% | — | -0.30% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.17% | -0.12% | — | |
| 27 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.16% | — | -0.64% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.09% | -1.57% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | -0.19% | — | |
| 30 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 1.07% | — | +2.83% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.96% | — | -0.78% | |
| 32 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 0.85% | -0.08% | +10.65% | |
| 33 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.85% | — | +1.99% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工业 | 0.78% | -0.13% | -2.05% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -0.50% | |
| 36 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.61% | — | -9.58% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.60% | -0.12% | — | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | — | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.54% | — | — | |
| 40 | COP | Conocophillips | 股票-能源 | 0.53% | — | — | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | -0.11% | — | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -0.44% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.49% | -0.10% | -3.37% | |
| 44 | EVRG | Evergy INC | 股票-公用事业 | 0.48% | -0.13% | +13.82% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.16% | -31.42% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | -2.51% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | +0.09% | +1.87% | |
| 48 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.45% | — | +2.49% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.45% | — | -10.68% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.15% | -5.28% |