CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 209 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 | 7.77% | +1.39% | +2.99% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.38% | +0.45% | +1.87% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.72% | -1.45% | +3.62% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.68% | +0.15% | +5.65% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.58% | +5.05% | +174.30% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.38% | -0.67% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.03% | — | — | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.67% | +1.24% | +2.78% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 2.54% | — | +3.59% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.81% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.19% | +0.37% | +1.51% | |
| 12 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.15% | +0.28% | +2.62% | |
| 13 | COR | Cencora INC | 股票-医疗保健 | 1.79% | -0.62% | +53.94% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.68% | — | -2.47% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.60% | -0.04% | +1.02% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.54% | +0.32% | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.48% | — | — | |
| 18 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.45% | — | +5.20% | |
| 19 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.39% | -0.01% | — | |
| 20 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 1.39% | -0.02% | +23.55% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | — | — | |
| 22 | TGT | Target CORP | 股票-周期性消费 | 1.27% | — | +305.69% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.23% | — | +1.68% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.13% | -0.47% | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | +0.19% | +2.18% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.08% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.07% | +0.28% | — | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.05% | — | — | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | — | |
| 30 | PPC | Pilgrim's Pride CORP | 股票-非周期性消费 | 0.98% | -0.47% | -17.83% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.96% | — | — | |
| 32 | COP | Conocophillips | 股票-能源 | 0.96% | +0.25% | — | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.90% | -0.51% | — | |
| 34 | KR | Kroger Co | 股票-非周期性消费 | 0.90% | — | — | |
| 35 | SYY | Sysco CORP | 股票-非周期性消费 | 0.89% | +0.25% | NEW | |
| 36 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 0.87% | — | — | |
| 37 | BBY | Best Buy Co INC | 股票-周期性消费 | 0.86% | — | — | |
| 38 | GPI | Group 1 Automotive INC | 股票-周期性消费 | 0.84% | — | — | |
| 39 | WNC | Wabash National CORP | 股票-其他 | 0.83% | -0.47% | +5.65% | |
| 40 | HY | Hyster-yale INC | 股票-其他 | 0.83% | — | -0.42% | |
| 41 | PAG | Penske Automotive Group INC | 股票-周期性消费 | 0.82% | — | — | |
| 42 | NSP | Insperity INC | 股票-其他 | 0.82% | — | -7.22% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.80% | — | +3.79% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.75% | — | +4952.38% | |
| 45 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.73% | -0.74% | EXIT | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | — | +0.55% | |
| 47 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.72% | — | — | |
| 48 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.70% | -0.77% | EXIT | |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.69% | — | +3.80% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | — | — |