CIK: 0001943228
申报总市值
US$1.5亿
仅显示前 200 大持股（共 213 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 9.89% | -0.48% | -1.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.96% | -0.01% | -0.03% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 8.20% | +0.13% | +1.96% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.57% | -0.02% | -0.95% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 7.21% | — | +1.19% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 4.72% | +0.05% | -0.70% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 4.45% | +0.05% | +1.61% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.42% | -0.11% | +1.16% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 2.97% | — | -1.69% | |
| 10 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.95% | — | +1.58% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.76% | — | +2.01% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.72% | +0.07% | +1.94% | |
| 13 | CMDY | Ishares Bloomberg Roll Selec | ETF-其他 | 2.58% | +0.59% | -4.09% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.44% | +0.09% | +1.90% | |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.23% | +0.11% | +2.99% | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.89% | — | -2.06% | |
| 17 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 1.89% | — | -4.38% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.26% | +0.16% | -6.56% | |
| 19 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 1.10% | — | +2.57% | |
| 20 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 1.08% | — | +0.00% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.07% | — | -13.69% | |
| 22 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.78% | — | -5.41% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.68% | +0.10% | +22.62% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.64% | -0.06% | -1.95% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.06% | +582.38% | |
| 26 | ✓ | Invesco | 股票-其他 | 0.57% | — | +0.18% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.56% | +0.10% | +1.03% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | +0.02% | -6.92% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | -0.03% | +0.18% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.47% | — | +1.94% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | — | -2.35% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | -0.01% | -6.04% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | -0.01% | -1.93% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.38% | — | — | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.37% | — | +14.68% | |
| 37 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.37% | — | +12.65% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.17% | — | |
| 39 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.34% | — | +0.07% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | -0.04% | -0.50% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | -0.02% | — | |
| 42 | WPS | Ishares International Develo | ETF-其他 | 0.29% | — | -4.63% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | -0.11% | -1.06% | |
| 44 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.27% | -0.02% | -3.56% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | -0.05% | +21.93% | |
| 46 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 0.25% | — | +2.39% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.24% | — | — | |
| 48 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.24% | — | +20.18% | |
| 49 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.24% | — | -4.45% | |
| 50 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.23% | — | +0.83% |