CIK: 0001965810
申报总市值
US$5.0亿
仅显示前 200 大持股（共 1006 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.38% | — | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.10% | — | -26.33% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.30% | — | +55.86% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.35% | — | -16.02% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.22% | +0.18% | +5.39% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.32% | -4.96% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.57% | — | +8.23% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.37% | — | -12.54% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.29% | — | +3.89% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.25% | +0.05% | +68.53% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.22% | -0.21% | -10.56% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.21% | — | -2.50% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.21% | — | -0.10% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.13% | — | +51.58% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.10% | -0.26% | -5.65% | |
| 16 | RNST | Renasant CORP | 股票-其他 | 1.06% | — | -13.35% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.02% | — | +97.39% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.02% | +0.24% | +22.84% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.99% | — | — | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.96% | — | -0.68% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | -0.15% | -7.73% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.85% | +0.19% | +2.76% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | -0.29% | -33.75% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.77% | -0.09% | -3.33% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | -4.15% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.74% | — | -4.23% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | -0.16% | +9.56% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.63% | — | -25.72% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -20.57% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.62% | — | +4.73% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +0.01% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | -15.89% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +17.06% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.53% | — | +599.33% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | -14.60% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -7.08% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | — | +8.89% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.51% | -0.10% | -8.07% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.51% | — | -2.83% | |
| 40 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.50% | — | -25.07% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.50% | — | -1.22% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | +0.55% | -7.48% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.49% | -0.10% | -5.00% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | — | +2.86% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | -1.87% | +1068.59% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.30% | -6.26% | |
| 47 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.46% | — | -0.57% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.45% | — | -11.71% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | -0.22% | -36.84% | |
| 50 | CCI | Crown Castle INC | 股票-房地产 | 0.43% | — | -0.70% |