CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2468 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 | 4.03% | — | +12.99% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.18% | — | +560.26% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.52% | -0.21% | +0.84% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.97% | +1.14% | -30.65% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.86% | — | +456.41% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.83% | — | +379.46% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.60% | — | -17.57% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +0.55% | -20.55% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.51% | — | +1.26% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.36% | +4.37% | |
| 11 | WPC | Wp Carey INC | 股票-房地产 | 1.28% | — | -1.62% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.27% | — | +1.55% | |
| 13 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.20% | — | +0.41% | |
| 14 | ✓ | Innovator Etfs Tr Ii | ETF-其他 | 1.13% | — | +4.20% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.09% | — | +62.73% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | — | -22.83% | |
| 17 | T | At&t INC | 股票-通信服务 | 1.01% | — | -2.82% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.15% | +10.29% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.91% | — | +145.77% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.85% | — | +53.51% | |
| 21 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.83% | — | +2.18% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 0.82% | +0.07% | -11.73% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.79% | — | +1.07% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | — | +3.72% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.64% | +0.22% | -0.29% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | +1.10% | +6.67% | |
| 27 | ✓ | 股票-其他 | 0.61% | — | -1.64% | ||
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | -5.13% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.10% | -1.09% | |
| 30 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.58% | — | +0.04% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +1.53% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.57% | — | +9.93% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -1.87% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | +0.96% | |
| 35 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.54% | — | +1.87% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.54% | — | -0.78% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.54% | — | -0.65% | |
| 38 | GHI | Greystone Housing Impact Investors LP | 股票-其他 | 0.53% | — | +11.14% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.52% | — | +35.43% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.49% | +0.32% | -1.41% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.49% | — | +2.22% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | -0.25% | +19.02% | |
| 43 | CAT | Caterpillar INC | 股票-工业 | 0.47% | — | -10.48% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.47% | — | +1205.64% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.46% | — | -26.61% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.46% | — | +1.63% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | — | +311.40% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | +3.75% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | +8.03% | |
| 50 | D | Dominion Energy INC | 股票-公用事业 | 0.44% | — | +1.77% |