CIK: 0001909750
申报总市值
US$4.3亿
仅显示前 200 大持股（共 578 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 18.43% | -0.14% | -12.04% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.32% | — | +11.20% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.15% | +1.21% | +11.90% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.31% | +0.03% | -22.21% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.65% | -0.41% | +1.40% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.54% | +1.69% | +14.30% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.75% | -0.97% | +2.41% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.42% | -2.13% | EXIT | |
| 9 | IDV | Ishares International Select | ETF-其他 | 1.90% | -0.08% | -33.91% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.18% | -0.87% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.04% | — | -17.60% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.99% | +0.12% | +3.00% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | — | — | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.90% | -0.05% | +231.38% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.89% | +0.06% | +4.34% | |
| 16 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.82% | -0.05% | +0.70% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.08% | +9.83% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +1.97% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.08% | +3.83% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | — | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | +0.05% | +2.04% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.53% | — | — | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.52% | — | — | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | -0.10% | — | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.51% | — | — | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.49% | — | -8.25% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | -0.19% | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 0.45% | — | — | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.45% | — | -44.02% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | — | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.40% | -0.52% | EXIT | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | -0.34% | +1.59% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +0.29% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | — | +1.51% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | — | +971.61% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.36% | -0.11% | -3.80% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.35% | — | +0.08% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.04% | — | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.31% | -0.07% | — | |
| 41 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.31% | +0.07% | +0.26% | |
| 42 | TEL | TE Connectivity plc | 股票-科技 | 0.31% | — | — | |
| 43 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.31% | — | — | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | -6.35% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | — | +0.05% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.28% | +0.05% | -28.12% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | — | — | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.27% | — | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | +0.66% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.26% | — | — |