CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2557 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.51% | +0.55% | -0.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.05% | — | -0.85% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.91% | +1.14% | +0.47% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.74% | +1.10% | -0.57% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.21% | +6.15% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.36% | +8.82% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.31% | — | -1.71% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | -0.25% | +39.22% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.22% | +0.03% | -15.76% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.13% | — | -0.64% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.06% | — | +6.76% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.05% | — | +6.74% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.98% | +0.63% | +6.81% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.93% | — | +8.16% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.13% | +30.15% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.89% | — | +3.71% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.89% | -0.16% | -3.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +6.30% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.85% | -0.79% | -1.19% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | — | +8.20% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.82% | — | +0.75% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | — | +5.38% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | -5.77% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.73% | — | +31.22% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.72% | +0.17% | +7.19% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | +0.26% | +12.88% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.64% | — | +28.17% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.63% | — | -6.51% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 0.61% | +0.32% | +6.52% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | +0.18% | +15.00% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.55% | — | -6.69% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.55% | — | +191.63% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.15% | -9.27% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.53% | — | +5.55% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.53% | — | +2.38% | |
| 36 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 0.50% | — | +1.77% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | — | +68.50% | |
| 38 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.50% | — | +23.31% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.50% | — | +0.10% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +15.12% | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.47% | — | +6.17% | |
| 42 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-其他 | 0.47% | — | -0.71% | |
| 43 | FCTR | First Trust Lunt US Factor | ETF-其他 | 0.47% | — | +1.22% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.46% | — | +94.54% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | — | +0.41% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.44% | — | +91.01% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.43% | — | -0.38% | |
| 48 | ELV | Elevance Health INC | 股票-医疗保健 | 0.43% | — | +3.78% | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.41% | — | +7.63% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | -0.15% | +36.23% |