CIK: 0001844480
申报总市值
US$3.7亿
仅显示前 200 大持股（共 354 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 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 6.44% | -0.18% | +4.48% | |
| 2 | DFAI | Dimensional International Co | ETF-其他 | 5.04% | — | -6.48% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.38% | -0.28% | +4.93% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.10% | +0.56% | +15.60% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-其他 | 4.08% | -1.43% | -5.43% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 3.12% | -0.27% | -6.48% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-其他 | 3.09% | +0.03% | +13.64% | |
| 8 | IDV | Ishares International Select | ETF-其他 | 2.71% | -0.09% | +2.83% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.68% | -0.12% | +67.22% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.34% | — | -4.40% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.28% | +0.79% | +63.22% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | — | -17.45% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.91% | -0.71% | -65.28% | |
| 14 | OKE | Oneok INC | 股票-能源 | 1.90% | +0.25% | +9.20% | |
| 15 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.80% | -0.01% | +5.70% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.73% | -0.25% | +7.09% | |
| 17 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.71% | — | +42.81% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.67% | -0.38% | -37.90% | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.66% | -0.32% | -21.96% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.56% | — | -26.30% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.54% | +0.14% | +3.50% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.41% | — | -2.67% | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 1.26% | — | +0.68% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.22% | — | -25.44% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.18% | -0.27% | -86.86% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.10% | -0.05% | -24.24% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | -33.12% | |
| 28 | SHEL | Shell Plc-adr | 股票-能源 | 0.86% | — | +6.39% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.85% | — | +0.16% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | +29.96% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | -0.11% | +8.58% | |
| 32 | O | Realty Income CORP | 股票-房地产 | 0.73% | — | -12.55% | |
| 33 | WEP | Magellan Midstream Partners | 股票-其他 | 0.70% | — | +4.69% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 0.69% | +0.18% | -3.70% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | — | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.25% | +31.01% | |
| 37 | AR | Antero Resources CORP | 股票-能源 | 0.58% | — | +7.30% | |
| 38 | DWLD | Davis Select Worldwide ETF | ETF-其他 | 0.54% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | -6.24% | |
| 40 | ARLP | Alliance Resource Partners | 股票-其他 | 0.51% | — | — | |
| 41 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.50% | — | — | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | — | |
| 43 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-其他 | 0.49% | — | -10.54% | |
| 44 | SCHY | Schwab International Dvd ETF | ETF-其他 | 0.49% | — | -41.05% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +23.26% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.05% | +1.82% | |
| 47 | PRU | Prudential Financial INC | 股票-金融 | 0.45% | — | +0.33% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.44% | — | +7.70% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | -0.14% | +10.78% | |
| 50 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.43% | — | -27.31% |