CIK: 0001948904
申报总市值
US$4.2亿
仅显示前 200 大持股（共 993 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 | 17.95% | -3.95% | +28.44% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.74% | +1.04% | +184.54% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 8.18% | -7.63% | +25.82% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.90% | -7.07% | +56.50% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.37% | +0.34% | +100.73% | |
| 6 | NFLX | Netflix INC | 股票-通信服务 | 3.52% | — | +1888.18% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.13% | -0.24% | +198.14% | |
| 8 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 3.02% | -0.34% | -11.93% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.00% | +0.18% | -7.04% | |
| 10 | FTGC | First Trust Global Tactical | ETF-其他 | 1.81% | +1.65% | +198.17% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.73% | — | +17.55% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.45% | -2.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.44% | -0.12% | +15.63% | |
| 14 | SHOP | Shopify INC - Class A | 股票-科技 | 1.36% | -0.46% | +27002.67% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.24% | +3.48% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.05% | -4.15% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.05% | — | +7.56% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | +0.43% | +216.79% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +725.06% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.83% | +0.13% | +40.87% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | — | +5.51% | |
| 22 | IHY | Vaneck Int High Yield Bond | ETF-非投资级债 | 0.75% | -0.15% | +739.03% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | +0.13% | +1.57% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.67% | -0.89% | +203.69% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.60% | — | +49.75% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | — | +6.02% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.57% | — | +41.57% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.57% | — | +12.12% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +12.68% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.52% | — | — | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.48% | — | -16.16% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.46% | — | +330.19% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | +6.58% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +2.01% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.15% | -0.02% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.43% | — | +2583.83% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | — | +1.27% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.37% | — | -13.60% | |
| 39 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.36% | — | -86.92% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.36% | — | +38.98% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | — | -4.24% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.30% | — | +3.47% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | — | +6.09% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.28% | +0.16% | +351.26% | |
| 45 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.26% | -0.08% | +0.65% | |
| 46 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.26% | — | -17.64% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.26% | +0.07% | +17.38% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.24% | -0.14% | +87.77% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | — | +173.88% | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.22% | — | — |