CIK: 0002037264
申报总市值
US$18.3亿
仅显示前 200 大持股（共 304 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 28.60% | -1.62% | +3.44% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 9.89% | — | +5.26% | |
| 3 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 4.80% | -0.22% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.47% | -0.44% | +5.01% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 4.45% | +0.11% | +6.91% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 3.56% | — | +5.05% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.23% | -3.02% | +5.25% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.17% | -0.06% | +6.51% | |
| 9 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-其他 | 2.82% | — | -1.02% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.61% | -0.09% | +5.29% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.57% | — | +26.92% | |
| 12 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 1.54% | -0.10% | +83.82% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.45% | -0.17% | +1.02% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.16% | — | +0.44% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.06% | +0.03% | +4.47% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | -0.18% | +25.77% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.27% | +34.79% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | +110.95% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.62% | — | +6.57% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | — | -57.94% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.47% | -0.41% | +5.45% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +66.23% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.44% | -0.36% | -5.69% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.41% | — | -0.56% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | — | +186.23% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | +95.94% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.37% | — | +65.81% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.11% | -12.08% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | +7.11% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | — | +14.07% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.32% | — | +453.62% | |
| 32 | SO | Southern Co/the | 股票-公用事业 | 0.31% | — | +36.33% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | +104.73% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | — | +32.26% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.29% | — | +609.27% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.27% | — | +23.19% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.27% | — | +175.28% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +30.92% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.26% | — | -0.94% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.25% | -0.11% | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.25% | — | +116.70% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.25% | — | +188.28% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.25% | — | +34.07% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.24% | — | +1.59% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.24% | — | -0.58% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | +51.85% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | — | +12.12% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.23% | — | +101.23% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.23% | — | +2.26% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | -0.18% | +4.65% |