CIK: 0001908965
申报总市值
US$1.7亿
仅显示前 200 大持股（共 216 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 8.12% | +1.28% | +1.03% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.01% | +1.23% | +0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.57% | +0.78% | -1.19% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.99% | +0.42% | +1.02% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.47% | -0.31% | -2.04% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.07% | -0.31% | -2.83% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.73% | -0.89% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.71% | +0.21% | -1.22% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.57% | -2.17% | +3.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.49% | -0.19% | -4.05% | |
| 11 | PSA | Public Storage | 股票-房地产 | 2.47% | +0.17% | -3.71% | |
| 12 | AFL | Aflac INC | 股票-金融 | 2.46% | -0.08% | -5.28% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.45% | -0.11% | EXIT | |
| 14 | AES | Aes CORP | 股票-公用事业 | 2.24% | -0.23% | — | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.24% | +0.01% | -2.85% | |
| 16 | CAT | Caterpillar INC | 股票-工业 | 2.23% | -0.68% | -1.79% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 2.22% | +0.48% | -1.40% | |
| 18 | AWK | American Water Works Co INC | 股票-公用事业 | 2.18% | — | -3.31% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.15% | +0.15% | -1.30% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.15% | -1.28% | -1.48% | |
| 21 | AMGN | Amgen INC | 股票-医疗保健 | 2.07% | — | -1.78% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 2.03% | +0.13% | -27.15% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.84% | +0.13% | +4.50% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.82% | +0.06% | -0.21% | |
| 25 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 1.53% | — | -0.13% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.48% | +0.08% | +4.44% | |
| 27 | RDFN | Redfin CORP | 股票-其他 | 1.24% | — | -0.21% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | -0.08% | -0.35% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | — | -2.18% | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.99% | +0.16% | -0.75% | |
| 31 | MU | Micron Technology INC | 股票-科技 | 0.91% | -0.06% | +10.99% | |
| 32 | FISV | Fiserv INC | 股票-其他 | 0.90% | — | +0.58% | |
| 33 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.89% | +0.02% | +22.17% | |
| 34 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.82% | — | — | |
| 35 | USB | US Bancorp | 股票-金融 | 0.81% | — | +1.40% | |
| 36 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.81% | — | — | |
| 37 | APO | Apollo Global Management INC | 股票-金融 | 0.79% | -0.07% | — | |
| 38 | OC | Owens Corning | 股票-工业 | 0.78% | — | +3470.90% | |
| 39 | ENPH | Enphase Energy INC | 股票-科技 | 0.76% | — | +2.12% | |
| 40 | JNP | Juniper Networks INC | 股票-其他 | 0.75% | — | +1.86% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +1.29% | |
| 42 | CNC | Centene CORP | 股票-医疗保健 | 0.71% | — | +2.65% | |
| 43 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.70% | -0.06% | -3.17% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.49% | +0.06% | — | |
| 45 | COLB | Columbia Banking System INC | 股票-金融 | 0.40% | — | — | |
| 46 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.28% | — | -4.87% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.26% | — | +7.89% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.26% | — | -0.93% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.25% | -0.07% | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | -0.34% | +10.66% |