CIK: 0001784277
申报总市值
US$6.9亿
仅显示前 200 大持股（共 239 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 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 10.65% | -0.46% | -15.02% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.79% | -0.17% | -47.71% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.59% | -0.16% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.88% | -0.22% | +10.82% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.12% | +0.06% | -13.16% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.55% | -1.05% | +0.26% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.74% | +0.04% | +5858.13% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.53% | — | +15.19% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.32% | +0.03% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.82% | — | +2.31% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.02% | — | -3.75% | |
| 12 | ACVU | Hartford Alpha Cap Val ETF | ETF-其他 | 2.97% | — | +2.06% | |
| 13 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 2.83% | -0.14% | -10.84% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.57% | +0.25% | +43.49% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.54% | +0.26% | +13.57% | |
| 16 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 2.48% | +0.05% | +12.86% | |
| 17 | ISCV | Ishares Morningstar Small-ca | ETF-其他 | 2.21% | -0.02% | -2.19% | |
| 18 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.52% | +0.09% | +15.36% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.39% | — | +13.41% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 1.30% | — | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.86% | -0.14% | -9.77% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.77% | -0.03% | — | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | +923.58% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.01% | +1.15% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | -0.03% | +0.77% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.47% | — | -2.89% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | — | +1.83% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | +1.65% | |
| 29 | AFL | Aflac INC | 股票-金融 | 0.43% | — | -3.40% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.41% | — | -2.70% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.41% | — | -0.05% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.09% | -21.31% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | -5.14% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.13% | -0.21% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | +1.70% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.35% | — | -26.87% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | +0.37% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | -0.09% | — | |
| 39 | EXR | Extra Space Storage INC | 股票-房地产 | 0.34% | — | +49.19% | |
| 40 | CME | Cme Group INC | 股票-金融 | 0.34% | — | +1.78% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.33% | — | -4.04% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.33% | -0.41% | +2.11% | |
| 43 | PAYX | Paychex INC | 股票-科技 | 0.33% | — | -2.65% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.32% | — | -2.32% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.32% | — | +0.54% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.31% | +0.34% | -1.90% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.31% | — | — | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.31% | — | -1.39% | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.28% | — | +1.52% | |
| 50 | TROW | T Rowe Price Group INC | 股票-金融 | 0.28% | +0.01% | -1.41% |