CIK: 0001867587
申报总市值
US$8.9亿
仅显示前 200 大持股（共 264 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 | 11.64% | +0.49% | -0.87% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.83% | — | +13.35% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.97% | -0.10% | +87.08% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.52% | — | +23.36% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.42% | -0.38% | -14.32% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.06% | -0.47% | +18.57% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.73% | +0.81% | NEW | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.65% | -1.74% | -7.66% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.48% | -0.06% | -6.93% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.47% | — | -5.04% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.40% | — | +2678.44% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.40% | +0.20% | -2.90% | |
| 13 | DFIV | Dimensional International Va | ETF-其他 | 2.23% | — | — | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.04% | — | -13.22% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.72% | -0.36% | +20.61% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.57% | — | -14.69% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.47% | — | +16.19% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.35% | +0.22% | -13.40% | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 1.30% | — | +14.67% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.29% | — | +8.34% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.25% | — | +9.86% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.14% | — | -11.03% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.07% | — | +179.70% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.06% | — | -11.80% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.00% | — | -6.40% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.00% | — | -28.79% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.99% | — | +20.02% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | — | +2265.77% | |
| 29 | VOX | Vanguard Communication Servi | ETF-其他 | 0.93% | — | -6.69% | |
| 30 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.91% | — | -5.21% | |
| 31 | VFH | Vanguard Financials ETF | ETF-其他 | 0.90% | — | -3.70% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.86% | — | -17.85% | |
| 33 | XLB | Ss Materials Select Sector | ETF-其他 | 0.83% | — | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.18% | +14.27% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.13% | +971.58% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.74% | — | -9.37% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.72% | — | -15.15% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.14% | +8.15% | |
| 39 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.61% | — | +19.10% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | -0.12% | +10.74% | |
| 41 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.59% | — | -4.40% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | -1.90% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | -0.25% | -0.96% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.54% | — | -27.31% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | — | +11.49% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.49% | — | -13.82% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.48% | -0.11% | +20.07% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.46% | -0.13% | +9.79% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.35% | — | +17.89% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | +18.14% |