CIK: 0001794543
申报总市值
US$16.2亿
仅显示前 200 大持股（共 236 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 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 7.22% | — | +14.00% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 6.65% | — | +22.01% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 5.38% | -0.24% | +5.32% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.58% | -0.21% | +4.02% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.29% | — | +0.98% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.24% | — | — | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.16% | -0.39% | +3.32% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.74% | — | +3.31% | |
| 9 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 3.25% | — | +6.15% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.98% | — | +1.24% | |
| 11 | IVLU | Ishares Msci International V | ETF-其他 | 2.45% | -0.09% | +1.91% | |
| 12 | WD | Walker & Dunlop INC | 股票-其他 | 2.23% | -0.18% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.21% | -0.10% | +4.21% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 2.14% | — | +3.31% | |
| 15 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.09% | — | -2.32% | |
| 16 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.99% | — | -3.04% | |
| 17 | IQLT | Ishares Msci International Q | ETF-其他 | 1.81% | — | +1.37% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.66% | -0.12% | +8.69% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.55% | — | +2.11% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.18% | — | +3.04% | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 1.11% | — | -19.67% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.10% | — | -1.82% | |
| 23 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.06% | -0.02% | +3.78% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | — | +2.93% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.03% | +0.02% | +8.57% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.00% | — | -7.33% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.92% | — | -5.89% | |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.79% | — | -32.98% | |
| 29 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 0.77% | — | -7.05% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.31% | +3.11% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.71% | — | -2.40% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.69% | — | -12.53% | |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.69% | — | -9.71% | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.69% | — | -1.18% | |
| 35 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 0.68% | — | -6.76% | |
| 36 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 0.65% | — | -20.36% | |
| 37 | BUFB | Innovator Ladd Allo Buff ETF | ETF-其他 | 0.48% | — | -11.85% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | +0.07% | +7.15% | |
| 39 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.44% | — | -21.33% | |
| 40 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.44% | — | -22.65% | |
| 41 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-其他 | 0.43% | — | -7.80% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.43% | — | -12.91% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.40% | — | -0.56% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.11% | +3.16% | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.39% | — | -5.53% | |
| 46 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.38% | — | -3.57% | |
| 47 | IMOM | Alpha Intl Quant Mom ETF | ETF-其他 | 0.37% | — | -9.36% | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.35% | — | -10.69% | |
| 49 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.35% | — | -11.59% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.11% | +1.49% |