CIK: 0001802743
申报总市值
US$2.4亿
仅显示前 200 大持股（共 270 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.53% | — | -0.22% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 5.57% | -0.26% | -8.35% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.85% | — | +0.05% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.57% | -0.15% | -0.48% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.84% | — | -2.45% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.35% | — | +0.56% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.13% | — | -2.76% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.40% | -0.26% | +395.78% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.27% | +0.12% | +0.20% | |
| 10 | PAXS | Pimco Access Income Fund | 股票-其他 | 2.17% | — | +1.03% | |
| 11 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 2.02% | — | -0.16% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.98% | — | -1.74% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.86% | — | -0.27% | |
| 14 | HTAB | Hartford Schroders Tax Aware | ETF-其他 | 1.70% | -0.26% | -0.18% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.68% | — | +0.68% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.67% | — | -0.27% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.41% | — | -0.14% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.13% | — | +6.94% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.08% | — | -6.08% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.07% | — | -10.19% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.06% | — | +1.38% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.23% | +28.21% | |
| 23 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.86% | — | +6.45% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.81% | — | +8.06% | |
| 25 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.78% | — | -0.11% | |
| 26 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.78% | — | +0.07% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | -0.12% | -19.67% | |
| 28 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.73% | — | -1.14% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.12% | -0.32% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.67% | — | +1.36% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.25% | -2.09% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | — | +11.97% | |
| 33 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.64% | — | +11.06% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -2.73% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.58% | — | +11.55% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | +0.13% | |
| 37 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.54% | — | — | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.53% | — | +8.30% | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.53% | — | +0.25% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.51% | — | +16.39% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | — | -4.45% | |
| 42 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.51% | — | -1.55% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.48% | — | -0.37% | |
| 44 | PRU | Prudential Financial INC | 股票-金融 | 0.45% | — | +0.39% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | -19.38% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.43% | — | +19.54% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | -0.25% | -1.08% | |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.40% | — | +12.54% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | — | +7.17% |