CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 202 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 | 6.43% | +1.39% | +5.27% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.24% | +0.15% | -6.14% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.95% | +0.45% | -15.03% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.34% | -1.45% | -23.43% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.21% | -0.04% | -16.90% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.18% | +5.05% | -0.92% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.88% | +0.28% | -1.77% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | — | +0.62% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.66% | — | +147.62% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.81% | +0.43% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.59% | -0.67% | -3.42% | |
| 12 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 2.56% | -0.02% | +23.37% | |
| 13 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.97% | — | -11.42% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.87% | — | +4.53% | |
| 15 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.52% | -0.01% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.46% | -1.01% | +1077.98% | |
| 17 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.42% | — | -1.08% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.41% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | — | — | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.33% | — | -1.81% | |
| 21 | TXN | Texas Instruments INC | 股票-科技 | 1.23% | — | -3.48% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | +0.37% | +451.58% | |
| 23 | MOH | Molina Healthcare INC | 股票-医疗保健 | 1.19% | — | +97.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | — | -0.25% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.13% | -0.47% | -16.32% | |
| 26 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 1.12% | — | -14.44% | |
| 27 | COR | Cencora INC | 股票-医疗保健 | 1.12% | -0.62% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | -22.89% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.08% | — | — | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.06% | +0.32% | +0.37% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.05% | — | +581.10% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | +0.19% | — | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | — | -1.71% | |
| 34 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 0.81% | — | -1.41% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.81% | — | -10.00% | |
| 36 | DFH | Dream Finders Homes INC - A | 股票-其他 | 0.78% | — | — | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.78% | -0.51% | -28.17% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.76% | +0.25% | — | |
| 39 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.76% | — | +4.00% | |
| 40 | OSK | Oshkosh CORP | 股票-工业 | 0.75% | — | — | |
| 41 | SAH | Sonic Automotive Inc-class A | 股票-其他 | 0.74% | — | — | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.73% | — | +0.81% | |
| 43 | APO | Apollo Global Management INC | 股票-金融 | 0.73% | -0.44% | +3.04% | |
| 44 | KR | Kroger Co | 股票-非周期性消费 | 0.70% | — | -22.26% | |
| 45 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.70% | — | — | |
| 46 | MHO | M/i Homes INC | 股票-周期性消费 | 0.69% | — | — | |
| 47 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | — | — | |
| 48 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.68% | -0.77% | EXIT | |
| 49 | GPI | Group 1 Automotive INC | 股票-周期性消费 | 0.68% | — | -14.80% | |
| 50 | MCY | Mercury General CORP | 股票-其他 | 0.68% | — | — |