CIK: 0001805250
申报总市值
US$6.2亿
仅显示前 200 大持股（共 506 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 40.95% | — | +1.86% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 6.12% | — | +6.73% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.68% | — | +3.70% | |
| 4 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 3.41% | — | +8.18% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.32% | — | -1.81% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.02% | — | -2.16% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.02% | -0.80% | +0.83% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.40% | — | — | |
| 9 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 2.25% | — | +15.73% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 2.24% | — | +5.48% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.76% | — | -1.45% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.32% | -1.01% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.12% | — | -1.14% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | — | +0.28% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 0.94% | — | +0.90% | |
| 16 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.91% | — | +3.09% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.88% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.77% | +0.34% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.56% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | -0.42% | — | |
| 21 | RJF | Raymond James Financial INC | 股票-金融 | 0.59% | — | +185.32% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 0.47% | — | — | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 0.45% | — | +6.21% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +2.00% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | — | -1.35% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -1.55% | -0.58% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | +0.33% | |
| 28 | GPN | Global Payments INC | 股票-工业 | 0.38% | — | — | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | -1.26% | -0.05% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | -0.53% | — | |
| 31 | HUBB | Hubbell INC | 股票-工业 | 0.31% | — | — | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.28% | -1.30% | +1.02% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.28% | — | +3.45% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.26% | — | — | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.25% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | +2.55% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.23% | — | +1.43% | |
| 38 | AIRCUSD | Apartment Income Reit Co | 股票-其他 | 0.23% | — | — | |
| 39 | AB | Alliancebernstein Holding LP | 股票-其他 | 0.23% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.37% | — | |
| 41 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.21% | — | +0.55% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.20% | -0.16% | -0.87% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | — | — | |
| 44 | ADSK | Autodesk INC | 股票-科技 | 0.20% | — | — | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.19% | — | — | |
| 46 | AZO | Autozone INC | 股票-周期性消费 | 0.19% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.16% | — | -2.24% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.16% | — | +14.01% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.16% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | — | +0.90% |