CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2822 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 | AAPL | Apple INC | 股票-科技 | 3.82% | -0.21% | -9.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.78% | — | -3.87% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | +0.55% | -25.64% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.96% | — | -6.16% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.36% | +0.94% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.53% | +1.14% | -10.96% | |
| 7 | ✓ | Uncommon Investment Funds Tr | 股票-其他 | 1.40% | — | — | |
| 8 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.37% | — | -0.84% | |
| 9 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.31% | — | +4.35% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.30% | +1.10% | -3.89% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.29% | — | -10.44% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.27% | — | +1.19% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.21% | — | +7.99% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.07% | +0.22% | +1.45% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.05% | — | -2.01% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.04% | — | +6.10% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | — | +2.18% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.94% | — | -3.11% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.15% | -24.28% | |
| 20 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.82% | — | -0.46% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | -1.56% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.75% | — | +3.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -0.65% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -2.33% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.15% | -5.72% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | +0.26% | +6.67% | |
| 27 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.63% | — | +0.01% | |
| 28 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.60% | — | +27.61% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | -27.48% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.60% | +0.32% | -0.04% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | — | +23.61% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | -0.25% | -8.41% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.11% | -10.96% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -0.98% | |
| 35 | ELV | Elevance Health INC | 股票-医疗保健 | 0.52% | — | +11.93% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.09% | -12.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | -4.50% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -6.41% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | +8.03% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | -0.10% | -8.01% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | -39.35% | |
| 42 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.45% | — | +5.12% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | +36.74% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.42% | — | -1.58% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | -6.74% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.41% | — | +34.12% | |
| 47 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.40% | — | +6.77% | |
| 48 | MBB | Ishares Mbs ETF | ETF-其他 | 0.39% | +0.07% | -36.49% | |
| 49 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.39% | — | +157.76% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | — | -14.24% |