CIK: 0001822587
申报总市值
US$7.5亿
仅显示前 200 大持股（共 1569 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 14.38% | — | +19.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.43% | — | +14.97% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.23% | -0.68% | +34.85% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.49% | — | +26.52% | |
| 5 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 4.69% | -0.02% | +20.79% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.90% | -0.45% | +31.18% | |
| 7 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 3.65% | — | +28.85% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.60% | — | +28.56% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.37% | -0.05% | +21.37% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.48% | -0.12% | +17.46% | |
| 11 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 2.43% | — | +31.69% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.28% | — | +22.59% | |
| 13 | REZ | Ishars Res And Multi Reales | ETF-其他 | 2.13% | +0.16% | +30.28% | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 1.95% | — | +894.26% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.23% | +0.48% | -37.38% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.99% | +0.14% | -19.34% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.91% | +0.03% | -51.48% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | -0.92% | +4.54% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -31.39% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.64% | — | -65.38% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.56% | — | +4.24% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | +46.28% | |
| 23 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.47% | — | -2.71% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | +0.39% | -19.57% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.41% | — | +0.71% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.41% | — | -61.08% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | — | -29.08% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.40% | — | -19.32% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.38% | — | -1.19% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.36% | +0.38% | -19.84% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | +501.23% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 0.34% | — | +0.53% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | -45.86% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.32% | — | -20.39% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.31% | — | -72.18% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.31% | +0.08% | -45.81% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.30% | — | -35.47% | |
| 38 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.28% | — | +2.72% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.28% | — | +0.91% | |
| 40 | T 0.125 09-15-23 | US Treasury N/b | 股票-通信服务 | 0.28% | — | — | |
| 41 | T 0.25 09-30-23 | US Treasury N/b | 股票-通信服务 | 0.26% | — | — | |
| 42 | PSN | Parsons CORP | 股票-科技 | 0.26% | — | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.25% | +0.14% | +50.76% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.25% | -0.19% | -83.48% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.24% | +0.06% | +7822.41% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.22% | +0.12% | +429.13% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.21% | — | +19.60% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.21% | — | +0.25% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.21% | — | -25.89% | |
| 50 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.19% | — | -27.23% |