CIK: 0001831332
申报总市值
US$3.5亿
仅显示前 200 大持股（共 661 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 11.56% | -0.62% | +0.78% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 9.94% | -0.29% | +0.62% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.40% | +0.61% | +1.80% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-其他 | 5.83% | -0.86% | +3.78% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.97% | +0.02% | +2.64% | |
| 6 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 4.36% | +0.09% | +1.56% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 4.36% | — | +2.10% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.29% | +0.06% | +2.21% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.58% | +0.48% | +0.68% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.73% | -0.13% | +0.35% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.42% | +0.04% | +4.45% | |
| 12 | ITW | Illinois Tool Works | 股票-工业 | 2.23% | -0.52% | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.88% | +0.04% | +20.83% | |
| 14 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 1.69% | — | — | |
| 15 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 1.62% | — | +2.03% | |
| 16 | POWR | Ishares US Power Infrastruct | ETF-其他 | 1.12% | — | +3.60% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | +0.07% | -10.12% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.97% | +0.05% | +12.03% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | +29.50% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | +0.03% | +0.29% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.07% | +2.11% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | — | — | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.44% | +0.10% | +0.02% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | — | +11.88% | |
| 25 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.42% | — | +14.50% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.42% | — | +0.38% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.37% | +0.36% | +1.49% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.34% | — | +0.07% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | — | +0.78% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.33% | — | +5.69% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.32% | — | +3.35% | |
| 33 | MOTI | Vaneck Mstar Int Moat ETF | ETF-其他 | 0.32% | — | -40.63% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.31% | — | -9.51% | |
| 35 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.31% | — | +2.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | +0.06% | +4.91% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | +28.42% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | +0.27% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +0.05% | |
| 40 | IDV | Ishares International Select | ETF-其他 | 0.25% | — | +0.31% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.25% | — | +8.85% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.25% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.25% | — | — | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.24% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.22% | — | +30.75% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.22% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.21% | — | +4.85% | |
| 48 | ANETEUR | Arista Networks INC | 股票-其他 | 0.21% | — | +1.22% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | — | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.20% | — | +0.03% |