CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 1994 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 | 3.42% | -0.15% | +1.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | -0.09% | +2.15% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.44% | +2.15% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | — | +4.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.36% | +0.11% | +5.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | +0.07% | +4.73% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | +0.02% | +12.49% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | +0.06% | +5.82% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | +3.30% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | +0.94% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | — | -0.78% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | — | +3.53% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +2.94% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.60% | — | +6.72% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | -8.21% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | +8.10% | |
| 17 | FTCS | First Trust Capital Strength | ETF-其他 | 0.58% | — | +15.78% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.56% | — | +6.93% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +2.76% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.56% | — | +9.57% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | +1.68% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | +0.05% | +2.07% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | +0.06% | +2.62% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | +1.72% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | -14.69% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | — | +6.07% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | +0.04% | +2.02% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.51% | — | -0.01% | |
| 29 | ARKK | Ark Innovation ETF | ETF-其他 | 0.50% | — | +0.26% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | -0.87% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | -0.16% | +2.07% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.47% | — | +1.02% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.24% | +7.27% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | +8.09% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.45% | — | -2.29% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +1.00% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | +38.41% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +2.71% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | +6.08% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.41% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.41% | — | -19.24% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | -8.80% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.40% | — | +1.77% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.40% | — | +12.77% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | +12.46% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | +8.59% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.04% | +4.34% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.37% | +0.13% | +5.71% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | +3.13% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | +0.99% |