CIK: 0001842667
申报总市值
US$2.8亿
仅显示前 200 大持股（共 301 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 8.37% | -5.21% | -15.88% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.59% | +0.90% | -17.74% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 5.47% | +0.09% | +97.30% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 4.53% | -0.86% | +8.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.51% | -1.52% | -10.33% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.47% | -0.14% | +46.63% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.92% | -2.00% | EXIT | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.78% | +0.11% | -5.34% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.29% | +66.57% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.61% | — | +0.12% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.55% | +0.43% | -15.68% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.52% | -0.43% | +335.89% | |
| 13 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 1.47% | — | -12.86% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.45% | -0.14% | -16.77% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.44% | — | -12.73% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 1.36% | +0.09% | — | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.35% | — | +99.49% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.35% | +0.29% | +18.90% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.34% | +0.21% | -10.78% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.34% | -0.41% | +10.24% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.23% | -0.16% | -12.95% | |
| 22 | EWG | Ishares Msci Germany ETF | ETF-其他 | 1.12% | — | -13.39% | |
| 23 | FLCH | Franklin Ftse China ETF | ETF-新兴市场 | 1.09% | — | -13.27% | |
| 24 | EWP | Ishares Msci Spain ETF | ETF-其他 | 1.07% | — | -11.92% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.05% | — | +45.17% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.03% | +1.53% | +22.32% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | — | +45.95% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | -0.14% | +5.78% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.89% | +0.67% | +51.73% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | — | +43.58% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.88% | -0.97% | EXIT | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.81% | — | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.76% | — | +50.00% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | — | +1.79% | |
| 35 | FLBR | Franklin Ftse Brazil ETF | ETF-其他 | 0.75% | +0.20% | +29.99% | |
| 36 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 0.72% | — | +114.25% | |
| 37 | SCYB | Schwab High Yield Bond ETF | ETF-非投资级债 | 0.64% | +0.65% | +51.17% | |
| 38 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.61% | — | +80.92% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | — | +2.38% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | +14.29% | |
| 41 | GE | General Electric | 股票-工业 | 0.53% | — | +79.29% | |
| 42 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.52% | — | -9.51% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | — | +2.57% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.51% | — | +1.64% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | -3.57% | |
| 46 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.47% | — | +102.00% | |
| 47 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.47% | — | -37.28% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | -0.19% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | — | +5.30% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +138.83% |