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 | 6.24% | +1.39% | -4.22% | |
| 2 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 4.57% | -0.02% | +5.41% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.09% | +0.15% | -13.60% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.73% | -1.45% | +7.38% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.56% | +0.28% | +26.64% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.50% | +5.05% | +0.76% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.67% | -0.88% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | — | -0.58% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.79% | -0.04% | -5.47% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.68% | — | -0.22% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.81% | -1.64% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.37% | — | -14.00% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.33% | +0.45% | -42.93% | |
| 14 | CASY | Casey's General Stores INC | 股票-周期性消费 | 2.00% | -0.01% | -1.74% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | — | -2.02% | |
| 16 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.93% | — | +4.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | — | -0.44% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.70% | — | -1.53% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.68% | +0.37% | +37.52% | |
| 20 | COR | Cencora INC | 股票-医疗保健 | 1.59% | -0.62% | +30.04% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.55% | -0.47% | -1.94% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.55% | — | +5.63% | |
| 23 | PLD | Prologis INC | 股票-房地产 | 1.28% | — | -2.30% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | — | +5.80% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.24% | +1.24% | +174.95% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | +0.19% | -2.22% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | -1.01% | -14.14% | |
| 28 | OHI | Omega Healthcare Investors | 股票-房地产 | 1.13% | — | -1.97% | |
| 29 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.13% | — | -1.92% | |
| 30 | CARY | Angel Oak Income ETF | ETF-其他 | 1.09% | — | +227.76% | |
| 31 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 0.96% | — | +21.63% | |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.90% | -0.51% | +10.74% | |
| 33 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 0.88% | — | -14.19% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.87% | +0.25% | -1.50% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.87% | +0.32% | -21.37% | |
| 36 | APO | Apollo Global Management INC | 股票-金融 | 0.86% | -0.44% | -1.86% | |
| 37 | FNF | Fidelity National Financial | 股票-金融 | 0.84% | -0.83% | -2.60% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | — | -26.09% | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.79% | — | -7.19% | |
| 40 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.79% | — | — | |
| 41 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.78% | — | — | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.77% | — | -18.58% | |
| 43 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.77% | -0.77% | EXIT | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.77% | — | +3.17% | |
| 45 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.74% | -0.74% | EXIT | |
| 46 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.69% | — | -10.88% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | -2.13% | |
| 48 | KKR | Kkr & Co INC | 股票-金融 | 0.66% | — | -10.00% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | — | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.65% | — | -2.79% |