CIK: 0001822587
申报总市值
US$7.5亿
仅显示前 200 大持股（共 1212 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 | 15.61% | — | +16.07% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.36% | — | +18.52% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 9.25% | -0.68% | +19.68% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.91% | — | +17.89% | |
| 5 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 5.05% | -0.02% | +19.14% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.06% | -0.45% | +12.27% | |
| 7 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 3.89% | — | +13.59% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.87% | — | +12.36% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.60% | -0.05% | +13.76% | |
| 10 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 2.89% | — | +16.55% | |
| 11 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.84% | -0.12% | +17.75% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.44% | — | +17.72% | |
| 13 | FXZ | First Trust Materials Alphad | ETF-其他 | 2.23% | — | +20.27% | |
| 14 | REZ | Ishars Res And Multi Reales | ETF-其他 | 2.22% | +0.16% | +20.39% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.17% | -0.92% | +73.54% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.14% | +0.48% | +0.03% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.00% | +0.03% | +28.61% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.88% | — | +66.69% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.77% | +0.14% | -16.07% | |
| 20 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.66% | — | +48.98% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.60% | — | -0.02% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -11.50% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.43% | — | -1.28% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | — | +25.87% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.35% | — | +32.28% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.34% | — | -0.10% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.34% | — | -13.49% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.34% | — | -11.67% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.33% | +0.08% | +8.94% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | — | +0.51% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | — | +11.51% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.31% | — | +20.76% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.31% | +0.39% | -16.59% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.30% | — | -21.70% | |
| 35 | MCO | Moody's CORP | 股票-金融 | 0.30% | — | — | |
| 36 | MBB | Ishares Mbs ETF | ETF-其他 | 0.28% | — | -20.48% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.24% | — | -0.68% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.23% | +0.38% | -32.88% | |
| 39 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.23% | — | +42.55% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.21% | — | +6.40% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.21% | +0.12% | +0.09% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.20% | — | +2013.17% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.19% | +0.14% | -18.79% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | — | +8.90% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.17% | — | +76.23% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.17% | +0.06% | -25.77% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.17% | — | -9.87% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.17% | — | +6.21% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | -47.15% | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.16% | — | +4.19% |