CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2484 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 | 3.59% | — | -0.10% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.71% | +1.14% | +11.08% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.07% | +0.55% | +5.66% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.21% | -2.82% | |
| 5 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.00% | — | +10.25% | |
| 6 | WPC | Wp Carey INC | 股票-房地产 | 1.84% | — | -2.08% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.81% | — | +13.76% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | +0.15% | -1.99% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.41% | — | +115.76% | |
| 10 | ✓ | Innovator Etfs Tr Ii | ETF-其他 | 1.37% | — | +0.61% | |
| 11 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.26% | — | +1.18% | |
| 12 | T | At&t INC | 股票-通信服务 | 1.14% | — | +2.45% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.13% | — | +2.54% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.36% | +1.62% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.01% | — | +11.36% | |
| 16 | ✓ | 股票-其他 | 0.99% | — | +1.69% | ||
| 17 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.88% | — | +17.19% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | — | +3.30% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | +1.83% | |
| 20 | UYG | Proshares Ultra Financials | ETF-其他 | 0.68% | — | +90.59% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -0.49% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +5.57% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.64% | +0.22% | +28.73% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.64% | — | -0.85% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +6.40% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.59% | +1.10% | +17.63% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | -1.11% | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.58% | — | -7.89% | |
| 29 | GHI | Greystone Housing Impact Investors LP | 股票-其他 | 0.58% | — | -0.98% | |
| 30 | HEESEUR | H&e Equipment Services INC | 股票-其他 | 0.57% | — | — | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 0.56% | +0.32% | +2.08% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | +23.88% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.56% | — | -2.89% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -6.19% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.55% | — | +0.20% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 0.55% | — | -1.92% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.10% | -0.06% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | — | -1.31% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.50% | — | -9.79% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.09% | +1.02% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | -0.80% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.47% | — | -23.05% | |
| 43 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.46% | — | -0.40% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | +11.66% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.45% | — | +0.29% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.44% | — | -0.03% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.43% | — | -0.62% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | — | -1.09% | |
| 49 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.42% | — | +24.77% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | +0.26% | +0.32% |