CIK: 0001785498
申报总市值
US$4.9亿
仅显示前 200 大持股（共 204 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 8.34% | — | -18.71% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.83% | — | -3.57% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.46% | +1.79% | -3.16% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.25% | +0.40% | +9.88% | |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.74% | +0.71% | +0.50% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.51% | -0.29% | -0.92% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 3.43% | -3.48% | EXIT | |
| 8 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 3.42% | — | +1.56% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 3.38% | — | +1.40% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.50% | -1.17% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.82% | — | -2.25% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | -0.16% | +0.71% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.64% | +0.25% | +7.46% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | -0.23% | +0.07% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.40% | +0.20% | +3.07% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.30% | — | +1.15% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.24% | — | -5.75% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.31% | -0.02% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.17% | -0.23% | +7.57% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.08% | — | -0.19% | |
| 21 | USB | US Bancorp | 股票-金融 | 1.03% | — | +1.53% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.15% | +1.39% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.93% | -0.09% | -0.03% | |
| 24 | ELV | Elevance Health INC | 股票-医疗保健 | 0.83% | — | +0.02% | |
| 25 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.81% | — | +1.18% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | -0.14% | +0.17% | |
| 27 | QCOM | Qualcomm INC | 股票-科技 | 0.78% | -0.14% | +0.03% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | -0.11% | +11.04% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.22% | +1.79% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -1.15% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.66% | -0.13% | -0.25% | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.64% | — | -0.27% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | +0.07% | +2.28% | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | — | +0.83% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.58% | -0.13% | -0.19% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +0.20% | |
| 38 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 0.57% | — | +17.32% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | — | +1.21% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | -0.26% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | — | +1.21% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | +0.15% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | — | +0.60% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | — | -0.18% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.48% | +0.05% | — | |
| 46 | T | At&t INC | 股票-通信服务 | 0.48% | +0.07% | +2.97% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | -7.03% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | -0.08% | -4.17% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | +0.56% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.11% | +1.14% |