CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 2107 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 | 3.29% | -0.15% | +5.83% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.58% | -0.09% | +8.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.44% | +15.69% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | — | +15.07% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | +0.11% | +13.38% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | +0.07% | +12.31% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | +0.02% | +19.96% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | +0.06% | +4.97% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | — | +88.09% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | — | +2.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | -0.59% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | +1.48% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.73% | — | +37.92% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.67% | — | +3.15% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.64% | — | +80.21% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +4.10% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | -0.16% | +34.15% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | +0.06% | +32.42% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | +8.28% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 0.55% | — | +10.16% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.54% | — | +8.89% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +5.74% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | +17.18% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.52% | — | +37.03% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.24% | +388.62% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.50% | — | +3.33% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | — | +1.81% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.49% | — | +12.89% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.48% | — | +74.92% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | +0.04% | +11.98% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | +0.05% | +3.59% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.46% | — | +2.19% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | +0.03% | +86.48% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | -3.92% | |
| 35 | ARKK | Ark Innovation ETF | ETF-其他 | 0.44% | — | +17.92% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +8.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.42% | — | +6.69% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | — | +19.82% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | +38.34% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | — | +23.15% | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.41% | — | +0.34% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.41% | — | +1216.86% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +25.60% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | +67.18% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | -2.20% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.39% | — | +41.94% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | +3.30% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.39% | — | +242.84% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | +3.31% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.37% | — | +24.68% |