CIK: 0001802451
申报总市值
US$2.5亿
仅显示前 200 大持股（共 386 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 | 31.11% | +0.22% | -5.75% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 14.30% | +0.37% | +3.62% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 12.21% | +0.18% | +52145.57% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 8.81% | — | +8.24% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 4.26% | — | +4.35% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.12% | +0.13% | +1.58% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.80% | +0.10% | -9.41% | |
| 8 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 1.82% | -0.04% | — | |
| 9 | SPNEUSD | Seaspine Holdings CORP | 股票-其他 | 1.31% | — | +8246.23% | |
| 10 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 1.27% | — | +127.86% | |
| 11 | KRMD | Koru Medical Systems INC | 股票-其他 | 1.14% | -0.08% | — | |
| 12 | MMM | 3m Co | 股票-工业 | 1.10% | -0.06% | +5.50% | |
| 13 | QDELUSD | Quidelortho CORP | 股票-其他 | 0.74% | — | — | |
| 14 | USB | US Bancorp | 股票-金融 | 0.68% | — | +8.46% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | -0.07% | — | |
| 16 | XEL | Xcel Energy INC | 股票-公用事业 | 0.60% | +0.03% | +0.12% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.05% | +5.23% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.48% | -0.07% | +2.58% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | -1.90% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.04% | -1.36% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | +0.04% | +27.50% | |
| 22 | DXCM | Dexcom INC | 股票-医疗保健 | 0.36% | — | — | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | -0.10% | +0.56% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.33% | — | +0.04% | |
| 25 | ECL | Ecolab INC | 股票-原材料 | 0.33% | — | +0.29% | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.32% | — | +0.87% | |
| 27 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.30% | — | — | |
| 28 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.30% | — | -1.73% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | — | -54.70% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | +50.46% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.27% | — | -3.52% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.25% | — | -8.70% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | — | |
| 34 | RTIXEUR | Rti Surgical Hds INC | 股票-其他 | 0.19% | — | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.19% | — | -0.61% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.18% | — | -3.45% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.17% | — | -0.08% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.17% | — | -0.37% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.16% | — | +1.41% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.15% | — | +0.07% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.15% | — | -0.08% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.06% | +1.77% | |
| 43 | BBY | Best Buy Co INC | 股票-周期性消费 | 0.14% | — | -2.08% | |
| 44 | HBIOUSD | Harvard Bioscience INC | 股票-其他 | 0.14% | — | — | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.13% | — | — | |
| 46 | SIBN | Si-bone INC | 股票-其他 | 0.13% | -0.46% | — | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.13% | — | +0.07% | |
| 48 | SNBRQ | Sleep Number CORP | 股票-其他 | 0.12% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | — | +13.61% | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.11% | — | +0.62% |