CIK: 0001840085
申报总市值
US$11.7亿
仅显示前 200 大持股（共 234 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.53% | -2.60% | +420.40% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.80% | +0.21% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.82% | — | +2.19% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.60% | -0.24% | -0.15% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.37% | -0.21% | +7.39% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.82% | -0.29% | +2.16% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.77% | -3.32% | +116.19% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.77% | -0.81% | -0.17% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.69% | +0.49% | +3.73% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.38% | — | -2.69% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.98% | — | -3.69% | |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.75% | — | +3.91% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.20% | +0.36% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.69% | -1.56% | — | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.58% | — | -3.76% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | — | +1.33% | |
| 17 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.49% | — | +2944.26% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.41% | — | +2.84% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.38% | — | +12.91% | |
| 20 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 1.32% | — | +19.17% | |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.28% | — | — | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 1.28% | -0.22% | +5.43% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.23% | — | -1.39% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.14% | — | +0.10% | |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.07% | — | -18.63% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | +18.26% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | — | +7.55% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.95% | -0.26% | +4.00% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.94% | — | -1.20% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.91% | — | -0.98% | |
| 31 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.91% | — | +4.97% | |
| 32 | WM | Waste Management INC | 股票-工业 | 0.89% | — | +3.06% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.87% | — | +9.77% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.80% | — | -3.74% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | — | +8.94% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | -31.31% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | +2.28% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +17.53% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +3.10% | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.67% | — | +62.73% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | — | +215.16% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | -1.47% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | -6.36% | |
| 44 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.63% | — | +1.46% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | -5.89% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事业 | 0.60% | — | -0.05% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | — | -1.75% | |
| 48 | IQLT | Ishares Msci International Q | ETF-其他 | 0.57% | -0.31% | +0.07% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | +5.23% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | — | +2.36% |