CIK: 0001954242
申报总市值
US$13.7亿
仅显示前 200 大持股（共 269 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 6.51% | — | +18.73% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.62% | +0.18% | +0.97% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.42% | -0.15% | +28.53% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.33% | — | +9.97% | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 2.93% | +0.31% | +5.25% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.87% | -0.27% | +12.47% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.64% | +0.15% | +5.04% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.56% | — | +101.75% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.43% | — | +10.08% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.08% | — | +4.58% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.95% | — | -4.16% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.87% | — | +5.35% | |
| 13 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.80% | — | — | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.68% | +0.16% | +1827.38% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.68% | — | -0.05% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.67% | -0.62% | +2712.67% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.66% | +0.42% | +3.34% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.66% | — | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.61% | — | +999.38% | |
| 20 | MOOD | Relative Sentiment Tact Allo | ETF-其他 | 1.61% | +0.45% | +17.15% | |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.58% | — | +1.99% | |
| 22 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-其他 | 1.49% | — | +3.42% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.45% | — | -23.77% | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.44% | — | — | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.41% | — | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.39% | — | — | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.17% | — | -23.09% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.14% | +4.77% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.01% | — | -55.56% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | +9.34% | |
| 31 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 0.98% | — | +32.52% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.14% | +1.62% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | — | -66.08% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.83% | — | -4.07% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.80% | — | — | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | — | +7.70% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | — | -26.48% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.71% | — | +20.18% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -8.61% | |
| 40 | WHOSX | Wasatch Hoisington US Tr-inv | 股票-其他 | 0.66% | — | — | |
| 41 | IOFIX | Alphacentric Income Opp-i | 股票-其他 | 0.65% | — | — | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.63% | — | -47.48% | |
| 43 | TRSTX | T Rowe Pr Ult Sh-trm Bnd-i | 股票-其他 | 0.61% | — | — | |
| 44 | USBLX | Victory Grwt & Tax Strategy | 股票-其他 | 0.54% | — | — | |
| 45 | MLPA | Global X Mlp ETF | ETF-其他 | 0.50% | — | -2.94% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.49% | +0.62% | -19.53% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.49% | — | +2.98% | |
| 48 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 0.47% | -0.13% | +27.61% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.42% | — | -59.15% | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.40% | -0.61% | — |