CIK: 0001843169
申报总市值
US$1.9亿
仅显示前 200 大持股（共 350 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 16.63% | -3.09% | -0.08% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 16.10% | -2.76% | -1.17% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 14.11% | -0.83% | -3.33% | |
| 4 | GILD | Gilead Sciences INC | 股票-医疗保健 | 7.97% | — | -1.58% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.94% | -1.03% | +2.01% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.18% | +3.33% | +2.03% | |
| 7 | SCHY | Schwab International Dvd ETF | ETF-其他 | 4.17% | — | +0.57% | |
| 8 | AAPL | Apple INC | 股票-科技 | 4.07% | -0.08% | -25.28% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.05% | +0.26% | +3.11% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.89% | -0.58% | — | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.67% | -0.20% | EXIT | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.46% | -0.84% | +2.01% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.48% | -0.07% | — | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 0.95% | — | — | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | +0.01% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | — | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | -0.15% | — | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | -9.42% | |
| 20 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.50% | — | — | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | -7.15% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | — | -5.88% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -2.17% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | -0.14% | -16.04% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.35% | — | +2.49% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.33% | -0.03% | -53.00% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.24% | — | +0.16% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.23% | — | -8.14% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.19% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.19% | — | — | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | -22.98% | |
| 32 | BX | Blackstone INC | 股票-金融 | 0.15% | — | — | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.15% | — | -27.26% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | -0.06% | -29.06% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.15% | — | -20.00% | |
| 36 | MRVL | Marvell Technology INC | 股票-科技 | 0.15% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | -0.13% | -27.50% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.14% | — | — | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | — | -18.10% | |
| 40 | ZM | Zoom Communications INC | 股票-科技 | 0.12% | — | — | |
| 41 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.11% | — | +0.41% | |
| 42 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.10% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.10% | — | — | |
| 44 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.10% | — | -26.43% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | — | |
| 46 | AMAT | Applied Materials INC | 股票-科技 | 0.10% | +0.01% | +0.10% | |
| 47 | CHE | Chemed CORP | 股票-医疗保健 | 0.10% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.09% | — | -27.57% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.09% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.09% | — | — |