CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 1845 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 | AAPL | Apple INC | 股票-科技 | 4.12% | -0.15% | +37.61% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.67% | -0.09% | +49.21% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | — | +60.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.44% | +60.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.66% | +0.07% | +44.83% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.50% | +0.11% | +33.12% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.28% | — | +99.22% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | +0.02% | +59.36% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | — | +50.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | +49.62% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +36.89% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.82% | — | +35.51% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.81% | +0.06% | +6.80% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +49.24% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.67% | — | +9.63% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | +0.06% | +120.05% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | +13.22% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | +146.18% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | +32.79% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | +0.04% | +45.42% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | +0.05% | +48.92% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | +0.06% | +75.89% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +47.86% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | +35.30% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | — | +91.07% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | — | +34.16% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.54% | — | +110.22% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | +32.30% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.52% | +0.08% | -1.11% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.51% | — | +8.33% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +37.60% | |
| 32 | ARKK | Ark Innovation ETF | ETF-其他 | 0.51% | — | +112.34% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.49% | — | +4.82% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | — | +14.24% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.48% | — | +13.69% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.46% | — | +7.42% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +69.80% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | — | +85.66% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.44% | — | +10.30% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.43% | — | +1040.05% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | -0.16% | +75.01% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | +41.15% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | +36.32% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | +65.07% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | +207.27% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | — | +60.66% | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.39% | — | +23.24% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | — | +81.48% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.04% | +13.54% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | — | +13.92% |