CIK: 0001948904
申报总市值
US$4.2亿
仅显示前 200 大持股（共 789 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 20.89% | -3.95% | +5.30% | |
| 2 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 10.70% | -0.34% | -5.38% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 6.77% | -7.63% | +860.35% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 5.66% | +0.18% | +67.22% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.91% | +1.04% | -1.04% | |
| 6 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 4.39% | — | +2.99% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.11% | +0.34% | -0.90% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.00% | +0.45% | -5.51% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.93% | — | -11.14% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.15% | -0.12% | -0.17% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.98% | -7.07% | +67.51% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.95% | -0.24% | — | |
| 13 | ORI | Old Republic Intl CORP | 股票-金融 | 1.76% | — | — | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.62% | — | +2.61% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.24% | +46.18% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.25% | — | +0.63% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.05% | +476.55% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.16% | +0.13% | -1.92% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | — | +24.21% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.92% | — | +17.56% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.81% | — | -4.97% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | -0.15% | +4519.43% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +27.59% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | — | +1.28% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.58% | — | +51.43% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | +2.44% | |
| 27 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.37% | -0.08% | +67.03% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | -53.11% | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.34% | — | -5.48% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.33% | — | -13.22% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.33% | +0.07% | +16473.33% | |
| 32 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.32% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | — | -33.69% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.29% | — | — | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.28% | — | +162.50% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.27% | — | +117.75% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.26% | — | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | — | +105.32% | |
| 39 | FEP | First Trust Europe | ETF-其他 | 0.25% | +0.91% | -30.58% | |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.22% | -0.11% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.22% | — | -3.25% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.21% | — | +3427.27% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | — | — | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.20% | — | +2330.23% | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.19% | — | -8.04% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.19% | — | +2216.88% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.19% | — | +4985.71% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.19% | — | +1541.05% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.18% | — | +1138.89% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.18% | — | +14.62% |