CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 711 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.65% | — | +25.12% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.20% | +3.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.33% | +4.15% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.26% | +22.84% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -0.35% | +2.51% | |
| 6 | QGRO | American Century US Quality | ETF-其他 | 1.89% | — | -9.59% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | — | +3.46% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.69% | +0.01% | +2.83% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.47% | — | +27.03% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.43% | — | +0.33% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.33% | +0.03% | +65.84% | |
| 12 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.30% | — | +18.28% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.27% | — | +27.07% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.22% | +0.03% | +7.37% | |
| 15 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 1.09% | — | +11.34% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.09% | — | +56.98% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.92% | +0.06% | +524.62% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.89% | — | +15.87% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | — | +21.39% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | +0.07% | +7.99% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | — | +35.29% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | -0.13% | +13.92% | |
| 23 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 0.83% | — | -29.36% | |
| 24 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.83% | — | +3228.85% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.82% | +0.02% | +8.51% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | +0.15% | +7.85% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | — | -0.62% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | -0.67% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +3.10% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | -0.10% | +14.85% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | — | +5.13% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.70% | — | — | |
| 33 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.70% | — | +3.33% | |
| 34 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.70% | — | — | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.67% | — | +308.67% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | +7.00% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | — | -32.93% | |
| 38 | RNEM | Emerging Markets Eqty Select | ETF-新兴市场 | 0.66% | — | +38.39% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | +0.26% | +3.88% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +8.35% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | -5.69% | |
| 42 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.60% | +0.07% | +9.64% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.56% | — | +2.99% | |
| 44 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-其他 | 0.56% | — | — | |
| 45 | LVHI | Franklin International Low V | ETF-其他 | 0.56% | +0.08% | +9.36% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | +8.15% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | — | +12.31% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.54% | — | +3.24% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | +13.41% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | +0.06% | -0.49% |