CIK: 0001784450
申报总市值
US$11.6亿
仅显示前 200 大持股（共 381 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 13.52% | +16.77% | NEW | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.67% | +6.91% | NEW | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.39% | +5.61% | NEW | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 6.95% | +4.20% | NEW | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.81% | +3.49% | NEW | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.21% | +3.90% | NEW | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.34% | +3.47% | NEW | |
| 8 | UPS | United Parcel Service-cl B | 股票-工业 | 2.61% | +1.03% | NEW | |
| 9 | XMPT | Vaneck Cef Muni Income ETF | ETF-其他 | 1.95% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.89% | +1.83% | NEW | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.66% | +1.30% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.36% | +1.31% | NEW | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | +2.02% | NEW | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | +1.76% | NEW | |
| 15 | PGR | Progressive CORP | 股票-金融 | 0.85% | +1.32% | NEW | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | +0.65% | NEW | |
| 17 | BJAN | Innovator U.s. Equity Buffer | ETF-其他 | 0.70% | +0.63% | NEW | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.55% | NEW | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | +0.37% | NEW | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | +0.24% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.57% | NEW | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | +0.52% | NEW | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | +0.69% | NEW | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | +0.37% | NEW | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | -8.93% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.26% | NEW | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.34% | NEW | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | +1.82% | |
| 29 | MO | Altria Group INC | 股票-非周期性消费 | 0.36% | +0.32% | NEW | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.35% | — | -3.43% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.34% | — | -5.15% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | +0.42% | NEW | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.31% | — | +101.54% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.29% | — | -1.28% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | — | +1.76% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | -0.23% | |
| 37 | HEI-A | Heico Corp-class A | 股票-其他 | 0.29% | +0.33% | NEW | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.28% | — | +7.76% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | — | -8.14% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.28% | — | +21.04% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.27% | +3.08% | NEW | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.27% | — | -2.44% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | +0.32% | NEW | |
| 44 | KJUL | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.25% | — | — | |
| 45 | DFAT | Dimensional US Target Value | ETF-其他 | 0.25% | — | -2.17% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | +0.37% | NEW | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | +1.62% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | — | -4.66% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.23% | — | -23.32% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.29% | NEW |