CIK: 0001784450
申报总市值
US$11.6亿
仅显示前 200 大持股（共 389 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.25% | +6.91% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.59% | +16.77% | NEW | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.79% | +5.61% | NEW | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 6.30% | +4.20% | NEW | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.57% | +3.49% | NEW | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.98% | +3.90% | NEW | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 3.37% | +1.03% | NEW | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.24% | +3.47% | NEW | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.63% | +1.83% | NEW | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.49% | +1.30% | NEW | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | +1.76% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.53% | +1.31% | NEW | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.27% | +0.65% | NEW | |
| 14 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.89% | — | -3.15% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | +2.02% | NEW | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.78% | +0.24% | NEW | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | +0.37% | NEW | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | +0.69% | NEW | |
| 19 | PGR | Progressive CORP | 股票-金融 | 0.67% | +1.32% | NEW | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | +0.57% | NEW | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.37% | NEW | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.55% | NEW | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | +0.52% | NEW | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.47% | +0.32% | NEW | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | -7.98% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.44% | — | -0.94% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.44% | — | +0.92% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | — | +11.46% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | -2.83% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.38% | — | +7.03% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | -2.42% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.35% | +0.37% | NEW | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | — | +9.66% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.33% | — | -9.09% | |
| 36 | HEI-A | Heico Corp-class A | 股票-其他 | 0.32% | +0.33% | NEW | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.31% | — | -8.58% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.31% | +0.29% | NEW | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.26% | NEW | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.30% | — | +0.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | +0.42% | NEW | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | — | +9.00% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.28% | — | +14.79% | |
| 44 | KJUL | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.28% | — | -2.21% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.28% | — | -4.11% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.28% | +0.25% | NEW | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.27% | — | +8.73% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.26% | — | -2.05% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.26% | — | -19.72% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.26% | +3.08% | NEW |