CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 2128 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 | 3.44% | -0.15% | +11.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.50% | -0.09% | -4.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.01% | -0.16% | +323.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.44% | +13.02% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.36% | +0.07% | +17.60% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | +0.11% | +18.24% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | — | +243.72% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.22% | +0.06% | +18.67% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.20% | — | +50.51% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | — | +2174.50% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | +41.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | +44.46% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | — | +52.53% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | +0.02% | -7.53% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.87% | — | +0.19% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.77% | — | -15.66% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | +61.28% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | +41.61% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.68% | — | +16.94% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | +16.84% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | +81.06% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | — | +34.70% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.60% | — | +13.61% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.05% | +15.85% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | +0.06% | +40.73% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.55% | — | +7.08% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | +45.05% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | +12.29% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.51% | — | +7.32% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | +0.03% | +13.48% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +14.80% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.47% | — | +220.81% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +5.82% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | — | +10.27% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +42.50% | |
| 36 | FTGC | First Trust Global Tactical | ETF-其他 | 0.45% | — | +66.16% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.44% | — | +209.61% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.07% | +10.44% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | — | +40.09% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.18% | +9.04% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | +0.04% | +7.81% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | +0.06% | +18.21% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.24% | -1.35% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.38% | — | +8.33% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | +1.75% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.38% | — | +1.04% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.37% | — | -3.32% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +26.08% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +5.54% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.36% | — | +17.97% |