CIK: 0001737089
申报总市值
US$34.6亿
仅显示前 200 大持股（共 1202 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 | 4.26% | -0.32% | -22.34% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.20% | -0.94% | -6.55% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.20% | — | +6.16% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.19% | +0.23% | +13.88% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.03% | — | +21.21% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.99% | — | +3.11% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | -1.10% | -0.41% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.95% | — | +38.37% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.94% | — | +39.64% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.92% | — | +3.59% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.89% | — | +25.76% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 1.83% | — | -5.83% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.82% | — | +13.51% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.68% | +1.85% | -38.79% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.60% | — | +16.30% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.59% | +0.07% | +7.35% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.52% | — | -7.31% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.29% | -0.64% | +1.51% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | +7.36% | |
| 20 | TAXF | American Century Diver Muni | ETF-其他 | 1.19% | — | +3.06% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.16% | — | -31.65% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | -0.41% | -5.32% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.09% | — | +24.23% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.08% | -0.27% | +24.47% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.13% | +18.79% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.86% | +0.13% | +27.96% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.28% | +15.24% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | — | +7.55% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.81% | +1.09% | -6.33% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.12% | +15.05% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | +20.81% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.16% | +13.54% | |
| 33 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 0.74% | — | +465.19% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | +0.14% | +64.19% | |
| 35 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.68% | — | +3.56% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | — | -17.51% | |
| 37 | PAVE | Global X US Infrastructure | ETF-其他 | 0.66% | — | +265.53% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | -5.59% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.12% | +19.37% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.60% | — | +4.97% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | -0.52% | -0.26% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | +19.10% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | -1.15% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.53% | +0.20% | +1845.72% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | +46.12% | |
| 46 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.53% | -0.30% | -12.44% | |
| 47 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.53% | — | +255.74% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | — | +41.34% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | — | -4.19% | |
| 50 | FISV | Fiserv INC | 股票-其他 | 0.50% | — | +20.93% |