CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 216 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.10% | +1.39% | +29.36% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.88% | +0.15% | -21.25% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.31% | +0.45% | +18.73% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.10% | -1.45% | +1548.43% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.81% | +0.37% | +80.66% | |
| 6 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.28% | +0.28% | -1.76% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.67% | -3.38% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.77% | — | -1.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.72% | — | — | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.29% | -0.04% | -23.70% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.81% | -3.33% | |
| 12 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 2.20% | — | +35.67% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.05% | +1.24% | +7.42% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.43% | +0.25% | -2.66% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.31% | — | +14.75% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.26% | +0.32% | +47.95% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.19% | — | +0.90% | |
| 18 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.18% | -0.01% | -0.33% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.19% | -2.94% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | — | -3.08% | |
| 21 | PSX | Phillips 66 | 股票-能源 | 1.08% | — | +63.37% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.07% | — | +56.23% | |
| 23 | COR | Cencora INC | 股票-医疗保健 | 1.05% | -0.62% | -28.95% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 1.04% | — | -1.39% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.98% | — | +0.42% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.97% | — | +5.78% | |
| 27 | SLB | Slb LTD | 股票-能源 | 0.92% | — | +113.01% | |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.92% | -0.51% | +47.39% | |
| 29 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 0.91% | — | -11.06% | |
| 30 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.88% | -0.77% | EXIT | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.87% | — | +16.41% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.86% | +0.28% | +5.30% | |
| 33 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.81% | -0.74% | EXIT | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | -4.63% | |
| 35 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.78% | — | +21.62% | |
| 36 | PBF | Pbf Energy Inc-class A | 股票-能源 | 0.73% | — | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | — | -0.83% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.72% | — | -1.57% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.71% | -0.47% | -6.37% | |
| 40 | WHD | Cactus INC - A | 股票-其他 | 0.71% | — | +62.46% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.71% | — | — | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.70% | — | +34.33% | |
| 43 | JBL | Jabil INC | 股票-科技 | 0.70% | — | — | |
| 44 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.70% | — | -7.09% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.69% | — | -1.45% | |
| 46 | MUSA | Murphy USA INC | 股票-周期性消费 | 0.68% | — | -13.20% | |
| 47 | R | Ryder System INC | 股票-工业 | 0.68% | — | — | |
| 48 | TWI | Titan International INC | 股票-其他 | 0.68% | — | — | |
| 49 | DINO | Hf Sinclair CORP | 股票-能源 | 0.67% | — | +17441.25% | |
| 50 | PARR | Par Pacific Holdings INC | 股票-能源 | 0.66% | -0.34% | — |