CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 217 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 | 6.31% | +1.39% | +7.45% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.49% | +0.15% | +9.15% | |
| 3 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 4.22% | -0.02% | +85.23% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.89% | +0.45% | +2.98% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.40% | +5.05% | +20.36% | |
| 6 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.31% | -1.45% | +2.36% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.87% | -0.04% | +0.78% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.67% | -0.41% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | — | +13.34% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.76% | +0.28% | +6.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.63% | — | +1.68% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.81% | +7.88% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.25% | — | +24.22% | |
| 14 | CASY | Casey's General Stores INC | 股票-周期性消费 | 2.02% | -0.01% | +35.78% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.87% | — | +52.53% | |
| 16 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.80% | — | +2.40% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.58% | -0.47% | +17.92% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.51% | — | +15.19% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.47% | — | +42.56% | |
| 20 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.45% | — | +2.26% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | — | -5.82% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.31% | -1.01% | +1.65% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.16% | +0.37% | +3.28% | |
| 24 | PLD | Prologis INC | 股票-房地产 | 1.14% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.19% | +17.53% | |
| 26 | COR | Cencora INC | 股票-医疗保健 | 1.10% | -0.62% | +6.47% | |
| 27 | OHI | Omega Healthcare Investors | 股票-房地产 | 1.07% | — | +123.06% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.05% | +0.32% | +5.70% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | +0.33% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | — | +12.39% | |
| 31 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 1.00% | — | -0.32% | |
| 32 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.97% | — | +82.50% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.94% | — | — | |
| 34 | FNF | Fidelity National Financial | 股票-金融 | 0.93% | -0.83% | +204.68% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.87% | +0.25% | +22.12% | |
| 36 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.83% | -0.77% | EXIT | |
| 37 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.83% | -0.74% | EXIT | |
| 38 | APO | Apollo Global Management INC | 股票-金融 | 0.78% | -0.44% | +28.70% | |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.77% | -0.51% | -0.40% | |
| 40 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 0.77% | — | +4.69% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.75% | — | +39.06% | |
| 42 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.74% | — | +8.13% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.73% | — | +1.15% | |
| 44 | KKR | Kkr & Co INC | 股票-金融 | 0.73% | — | +44.03% | |
| 45 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.68% | — | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | +36.77% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.62% | — | -9.04% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.62% | — | -3.01% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.62% | — | -4.06% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.58% | — | — |