CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2014 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 | 4.57% | — | +2.31% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.37% | — | +3.19% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.16% | +1.14% | +2.83% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.01% | +0.55% | -14.97% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.89% | +1.10% | +3.18% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.21% | -0.17% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.67% | — | +3.09% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.65% | — | -0.20% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.56% | — | +2.95% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.32% | — | -0.35% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.28% | — | -3.50% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.21% | — | +0.54% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.36% | +0.25% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.04% | — | +21.05% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.02% | — | +4.24% | |
| 16 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.00% | — | +12.43% | |
| 17 | FCTR | First Trust Lunt US Factor | ETF-其他 | 0.89% | — | +12.08% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | +0.26% | +9.66% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.76% | — | +7.47% | |
| 20 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.76% | — | -3.53% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | +12.30% | |
| 22 | NSC | Norfolk Southern CORP | 股票-工业 | 0.68% | +0.32% | -0.45% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | — | +229.66% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | — | +10.88% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.64% | — | +22.61% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.62% | — | +6.23% | |
| 27 | ELV | Elevance Health INC | 股票-医疗保健 | 0.61% | — | -11.19% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | +1.79% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.59% | — | +8.04% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.58% | — | +11.66% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.58% | +0.22% | -11.86% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | — | -10.85% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.54% | — | +26.68% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.15% | -0.18% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.15% | -6.08% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.51% | — | +124.01% | |
| 37 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.50% | — | -0.34% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -12.58% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | -0.16% | +5.63% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +13.51% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.44% | +0.07% | -2.36% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.44% | — | +324.47% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.44% | — | +22.19% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | +27.43% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.42% | — | +16.42% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | — | -7.41% | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.41% | — | +9.72% | |
| 48 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.41% | — | +12.60% | |
| 49 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.41% | — | +14.24% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.40% | — | +294.38% |