CIK: 0001834011
申报总市值
US$8.0亿
仅显示前 200 大持股（共 553 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 10.84% | -0.15% | +2.09% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 10.83% | -0.23% | +0.58% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.29% | -0.07% | +28.98% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.42% | -0.09% | +3.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.77% | -0.04% | +4.16% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 3.69% | — | -5.78% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.65% | — | +0.85% | |
| 8 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 3.12% | — | +4.85% | |
| 9 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 3.10% | -0.18% | +6.84% | |
| 10 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.99% | — | +2.88% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.94% | — | +4.81% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.85% | — | +8.50% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.76% | -0.04% | EXIT | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.64% | +0.18% | +14.00% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.14% | -0.02% | -1.44% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.10% | — | -16.25% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.64% | +0.01% | -42.49% | |
| 18 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 1.34% | — | +12.43% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.24% | — | — | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.10% | +0.04% | -14.48% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.05% | — | — | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.94% | -0.04% | +11.33% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.92% | -0.02% | +1.55% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.91% | +1.12% | NEW | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.89% | -0.02% | -7.55% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.02% | — | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.69% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.04% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | +0.06% | — | |
| 30 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.58% | +0.11% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | -16.36% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.57% | — | -47.81% | |
| 33 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.53% | +0.10% | -39.90% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.52% | — | -1.01% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | — | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | -0.04% | +0.87% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.44% | -0.03% | +0.42% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.43% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | -0.02% | — | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.40% | — | — | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.34% | — | -7.54% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.31% | — | — | |
| 43 | WM | Waste Management INC | 股票-工业 | 0.31% | — | — | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.29% | — | +88.87% | |
| 45 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.28% | — | -36.21% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.26% | — | — | |
| 47 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.26% | — | +2.51% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | — | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.19% | — | — | |
| 50 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.18% | — | +6.17% |