CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 224 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 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.50% | +0.15% | -12.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.93% | +1.39% | -28.88% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.96% | +0.45% | +61.75% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.78% | -0.67% | +30.02% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.66% | +0.28% | +78.18% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.17% | -0.04% | -10.56% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.87% | — | — | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.74% | -1.45% | +226.74% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.81% | +0.81% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.33% | +0.37% | -35.40% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.32% | -1.01% | +112.82% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.11% | +1.24% | +70.83% | |
| 13 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.74% | — | +315.97% | |
| 14 | COR | Cencora INC | 股票-医疗保健 | 1.66% | -0.62% | +56.26% | |
| 15 | COP | Conocophillips | 股票-能源 | 1.34% | +0.25% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +50.48% | |
| 17 | SO | Southern Co/the | 股票-公用事业 | 1.21% | — | +0.47% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.16% | — | +0.56% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.15% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.19% | +0.42% | |
| 21 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 1.13% | — | +54.36% | |
| 22 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.12% | -0.01% | — | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.10% | — | +146.53% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | — | — | |
| 25 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.01% | -0.77% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | — | +0.47% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.93% | +0.32% | -45.03% | |
| 28 | FTNT | Fortinet INC | 股票-科技 | 0.91% | — | — | |
| 29 | THO | Thor Industries INC | 股票-周期性消费 | 0.89% | — | — | |
| 30 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.87% | — | +301.24% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.86% | — | — | |
| 32 | BCC | Boise Cascade Co | 股票-原材料 | 0.83% | — | — | |
| 33 | PATK | Patrick Industries INC | 股票-周期性消费 | 0.82% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | +0.28% | — | |
| 35 | ACI | Albertsons Cos INC - Class A | 股票-非周期性消费 | 0.81% | +0.31% | NEW | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.81% | — | +1.69% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | — | |
| 38 | VRTVEUR | Veritiv CORP | 股票-其他 | 0.79% | — | — | |
| 39 | RYZ | Ryerson Holding CORP | 股票-其他 | 0.77% | — | +17.65% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.77% | — | +0.52% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.77% | -0.47% | — | |
| 42 | MUSA | Murphy USA INC | 股票-周期性消费 | 0.75% | — | — | |
| 43 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.75% | — | — | |
| 44 | AN | Autonation INC | 股票-周期性消费 | 0.75% | +0.32% | NEW | |
| 45 | LHX | L3harris Technologies INC | 股票-工业 | 0.74% | — | — | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | +3.87% | |
| 47 | PAG | Penske Automotive Group INC | 股票-周期性消费 | 0.72% | — | +13.48% | |
| 48 | SANM | Sanmina CORP | 股票-科技 | 0.72% | — | — | |
| 49 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.71% | — | +0.56% | |
| 50 | GPI | Group 1 Automotive INC | 股票-周期性消费 | 0.70% | — | +10.95% |