CIK: 0001737089
申报总市值
US$34.6亿
仅显示前 200 大持股（共 535 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.36% | -0.32% | +670.80% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.88% | +1.85% | +20.29% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.42% | -0.94% | +45.78% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.26% | — | +16.81% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.18% | — | +44.70% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.17% | -1.10% | +0.75% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.07% | +0.23% | +33.15% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 2.02% | — | +45.05% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.91% | — | +324.26% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.76% | — | +40.18% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.76% | +0.07% | +11.66% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.72% | — | +41.81% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.70% | — | +556.99% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.68% | — | +47.80% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.63% | — | +16.49% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.63% | — | +18.65% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.61% | — | +50.46% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.42% | — | +48.33% | |
| 19 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.35% | -0.64% | +8.55% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | — | +16.46% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.27% | -0.41% | +43.24% | |
| 22 | TAXF | American Century Diver Muni | ETF-其他 | 1.23% | — | +21.47% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.13% | +28.36% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | — | +7.85% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | — | +21.16% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.92% | -0.27% | +22.90% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | +101.20% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.91% | +1.09% | +44.58% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.16% | +6.21% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.77% | +0.13% | +18.33% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.74% | +0.12% | -10.62% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | +0.14% | -23.80% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.28% | +23.22% | |
| 34 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.71% | — | +21.59% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | — | -4.63% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +113.48% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.68% | — | +7.42% | |
| 38 | BLOK | Amplify Blockchain Tech ETF | ETF-科技型 | 0.65% | — | -5.79% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.12% | -1.95% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.63% | — | -14.36% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.61% | -0.52% | +0.21% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +14.10% | |
| 43 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.59% | -0.30% | +18.58% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | — | +62.43% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | -0.15% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | +0.14% | +8.09% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +35.20% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -5.23% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | +18.23% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | — | -4.58% |