CIK: 0001784277
申报总市值
US$6.9亿
仅显示前 200 大持股（共 251 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 | 9.70% | -0.46% | -0.60% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.56% | -0.17% | +101.37% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.37% | -0.16% | -0.30% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 6.18% | +3.98% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.93% | -0.22% | +0.72% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.78% | +0.06% | +197.56% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.17% | -1.05% | +108.11% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.49% | +0.04% | -0.23% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.06% | +0.03% | -0.95% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.96% | — | -1.86% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.43% | — | -1.53% | |
| 12 | ACVU | Hartford Alpha Cap Val ETF | ETF-其他 | 2.68% | — | +3.89% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.65% | — | +192.66% | |
| 14 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 2.56% | -0.14% | +0.23% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.42% | +0.26% | -0.84% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.39% | +0.25% | +99.94% | |
| 17 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 2.31% | +0.05% | -0.35% | |
| 18 | ISCV | Ishares Morningstar Small-ca | ETF-其他 | 2.05% | -0.02% | -0.11% | |
| 19 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.42% | +0.09% | -0.44% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.21% | — | -1.90% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.13% | — | -2.10% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.69% | -0.14% | -11.33% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.62% | -0.03% | -4.57% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.61% | -0.41% | +83.85% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.55% | -0.01% | +3.19% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.54% | — | -30.36% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | — | +6.96% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.44% | — | +1.07% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | -0.03% | +3.13% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.13% | +0.42% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | — | +11.73% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | -0.09% | +1.14% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.39% | — | +13.21% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | -0.09% | +25.21% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.37% | — | +1.11% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.36% | +0.34% | +33.57% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.35% | -0.11% | — | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.33% | — | +0.26% | |
| 39 | CME | Cme Group INC | 股票-金融 | 0.32% | — | -2.07% | |
| 40 | PAYX | Paychex INC | 股票-科技 | 0.32% | — | +0.23% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.32% | — | +6.60% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.32% | — | +0.37% | |
| 43 | FAST | Fastenal Co | 股票-工业 | 0.31% | — | — | |
| 44 | TROW | T Rowe Price Group INC | 股票-金融 | 0.29% | +0.01% | +7.41% | |
| 45 | CNYA | Ishares Msci China A ETF | ETF-新兴市场 | 0.29% | — | — | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.29% | — | -0.11% | |
| 47 | EXR | Extra Space Storage INC | 股票-房地产 | 0.28% | — | +7.06% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.28% | — | +2.19% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.27% | — | +5.40% | |
| 50 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.27% | — | — |