CIK: 0001767513
申报总市值
US$6.9亿
仅显示前 200 大持股（共 310 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 | 19.79% | -0.11% | +59.78% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.77% | +0.29% | +8236.33% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.16% | +0.07% | +37.93% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.46% | -0.09% | +39.79% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.83% | — | -45.17% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.01% | -0.03% | +35.71% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.62% | — | -74.52% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.19% | -0.16% | EXIT | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.04% | — | +30.87% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.86% | -0.12% | -44.94% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.72% | -0.08% | +6078.74% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.26% | — | -1.87% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.25% | -0.03% | -7.77% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.18% | — | +64.37% | |
| 15 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.17% | -0.04% | -0.69% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.12% | -0.11% | -8.87% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.10% | — | +93.28% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.01% | +336.26% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.92% | -0.04% | -8.29% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.86% | +0.05% | -4.16% | |
| 21 | HRB | H&r Block INC | 股票-周期性消费 | 0.85% | -0.07% | -4.43% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.83% | +0.35% | +125.14% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 0.82% | — | +47.65% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | -0.02% | -15.35% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.80% | +0.01% | +6.40% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.78% | -0.02% | -3.59% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | — | -3.89% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.75% | — | +209.37% | |
| 29 | MCO | Moody's CORP | 股票-金融 | 0.74% | -0.03% | EXIT | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.73% | +0.10% | +221.24% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | — | +30.36% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.03% | +1.17% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | — | -74.87% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | — | +63.45% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | -5.85% | |
| 36 | CLX | Clorox Company | 股票-非周期性消费 | 0.61% | — | -9.78% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.09% | -5.09% | |
| 38 | MZTI | Marzetti Company/the | 股票-非周期性消费 | 0.60% | — | -12.52% | |
| 39 | NTES | Netease Inc-adr | 股票-通信服务 | 0.59% | — | -12.21% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | -2.36% | |
| 41 | MED | Medifast INC | 股票-其他 | 0.55% | — | -43.01% | |
| 42 | FMC | Fmc CORP | 股票-原材料 | 0.52% | — | -12.91% | |
| 43 | UNM | Unum Group | 股票-金融 | 0.51% | — | -12.32% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.49% | — | -0.68% | |
| 45 | EGOVEUR | Nic INC | 股票-其他 | 0.49% | — | -12.89% | |
| 46 | EIG | Employers Holdings INC | 股票-其他 | 0.49% | — | — | |
| 47 | CTRA | Coterra Energy INC | 股票-能源 | 0.48% | — | — | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.47% | — | -0.99% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.47% | — | -14.74% | |
| 50 | DOX | Amdocs Limited | 股票-科技 | 0.47% | — | -8.65% |