CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2462 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 | 3.36% | — | +0.13% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.25% | +0.55% | -1.59% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | +0.03% | +6.98% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.33% | +1.14% | -1.96% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.32% | -0.79% | +54.04% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | +1.10% | -1.90% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.36% | -17.51% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.21% | -14.59% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.29% | — | +2.91% | |
| 10 | NSC | Norfolk Southern CORP | 股票-工业 | 1.14% | +0.32% | +0.19% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.08% | +0.17% | +1.35% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.01% | — | +2.66% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | -0.25% | -16.66% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | -2.10% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.13% | -27.01% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.87% | -0.39% | +44.07% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.85% | — | +3.37% | |
| 18 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.85% | +0.63% | +20.86% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.85% | -0.16% | -0.11% | |
| 20 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.81% | — | +4.18% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.80% | — | +0.94% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | — | -0.03% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.74% | — | -6.75% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.73% | — | +2.67% | |
| 25 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 0.72% | — | +6.64% | |
| 26 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.72% | — | +2.32% | |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.69% | — | -0.02% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.64% | — | +2.04% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.63% | +0.26% | +3.53% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | -19.36% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.58% | — | +0.76% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | -13.96% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | -1.78% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | -16.70% | |
| 35 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.56% | — | +3.29% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.15% | -7.94% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.15% | -19.49% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.52% | +0.26% | -7.68% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | — | -8.68% | |
| 40 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.51% | — | +2.13% | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.51% | — | +3.83% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.51% | — | +8.96% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.15% | -6.80% | |
| 44 | WPC | Wp Carey INC | 股票-房地产 | 0.49% | — | -3.00% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.48% | — | +14.32% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | +0.18% | -43.59% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.47% | — | -9.65% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.46% | — | +2.14% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | +3.70% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.43% | — | +3.02% |