CIK: 0001839307
申报总市值
US$5.4亿
仅显示前 200 大持股（共 527 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.12% | — | +147.94% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.01% | — | +15.94% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.91% | — | +14.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -0.23% | +18.40% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.62% | +0.09% | +25.30% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.25% | +5.02% | +24.33% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.43% | — | +13.83% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.28% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.12% | +0.11% | +16.04% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.99% | — | -12.34% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.78% | +0.35% | +130.30% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.78% | — | -2.23% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.76% | — | — | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.75% | — | +25.03% | |
| 15 | ARKK | Ark Innovation ETF | ETF-其他 | 1.58% | — | -37.08% | |
| 16 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.52% | — | +6.10% | |
| 17 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.52% | — | +18220.20% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 1.49% | — | -3.94% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | — | -18.57% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | — | -1.98% | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 1.38% | — | +138.83% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.25% | — | — | |
| 23 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.24% | — | +6.09% | |
| 24 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 1.24% | — | — | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.11% | — | +242.20% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | — | +44.36% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | +0.12% | +61.73% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.07% | — | +38.71% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | — | +21.76% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | +188.24% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.95% | — | +1.41% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.95% | — | +29.51% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.92% | — | +4.59% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.23% | +14.10% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.88% | — | +94.08% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | — | +13.24% | |
| 37 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.81% | — | +9.56% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | — | +14.73% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | -7.90% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.69% | — | +122.90% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.68% | — | +54.53% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | +63.05% | |
| 43 | NEM | Newmont CORP | 股票-原材料 | 0.61% | — | +26.48% | |
| 44 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.58% | — | +10.86% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.58% | — | +10.37% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | +13.92% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | -27.24% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.55% | — | +19620.75% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | +7.03% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | +0.15% | +212.34% |