CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 1844 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 | 3.36% | -0.15% | -18.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.74% | -0.09% | -12.20% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.44% | -20.95% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.67% | — | -20.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | +0.11% | -23.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | +0.07% | -31.69% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | +0.02% | -17.19% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.09% | +0.06% | +10.60% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | — | -18.72% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | -8.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | — | -24.26% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | — | +13.32% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +3.49% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | -31.00% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | -21.69% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | -10.59% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.05% | -15.34% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.58% | — | +83.48% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.58% | — | -18.03% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | -60.55% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | +0.04% | -13.52% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +99.44% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | +0.06% | -21.11% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.54% | — | -3.30% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.54% | — | -2.25% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.54% | — | -9.30% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.53% | — | -27.03% | |
| 28 | FTCS | First Trust Capital Strength | ETF-其他 | 0.52% | — | +15.52% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | — | -5.28% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | -19.12% | |
| 31 | ARKK | Ark Innovation ETF | ETF-其他 | 0.51% | — | -2.70% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | — | -15.73% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.49% | — | -9.93% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | — | -9.53% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +25.18% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | -3.39% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | -21.36% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.16% | -20.85% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | -13.03% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | +2.61% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | +0.06% | -44.32% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +10.79% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.39% | +0.13% | +22.13% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.39% | — | -12.48% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.04% | -1.06% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.38% | +0.08% | -24.55% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | -30.67% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.18% | +0.72% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.37% | — | -13.77% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.36% | — | +35.39% |