CIK: 0001864229
申报总市值
US$4.4亿
仅显示前 200 大持股（共 336 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.25% | -7.20% | — | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.44% | -0.23% | — | |
| 3 | FLHY | Franklin High Yield Corporat | ETF-非投资级债 | 6.17% | +2.24% | — | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 6.10% | — | — | |
| 5 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 5.70% | — | — | |
| 6 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 5.59% | — | — | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 4.38% | — | — | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 3.76% | +2.87% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.45% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.94% | -0.08% | — | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 2.37% | — | — | |
| 12 | USSG | Xtrackers Msci USA Sele Eqty | ETF-其他 | 1.92% | -0.13% | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.27% | — | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 0.96% | -0.05% | — | |
| 15 | UDIV | Franklin U.s. Core Dividend | ETF-其他 | 0.74% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.07% | — | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.69% | — | — | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | -0.06% | — | |
| 19 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | — | |
| 20 | AMP | Ameriprise Financial INC | 股票-金融 | 0.50% | -0.04% | — | |
| 21 | ✓ | Raytheon Technologies CORP | 股票-其他 | 0.49% | — | — | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.47% | — | — | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.46% | — | — | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | -0.48% | — | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.08% | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.42% | -0.14% | — | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.41% | — | — | |
| 28 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.41% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | — | |
| 30 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.36% | — | — | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.36% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.12% | — | |
| 33 | TGT | Target CORP | 股票-周期性消费 | 0.31% | — | — | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.31% | — | — | |
| 35 | BALL | Ball CORP | 股票-周期性消费 | 0.30% | — | — | |
| 36 | C | Citigroup INC | 股票-金融 | 0.29% | — | — | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.29% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | -0.07% | — | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.27% | -0.05% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | — | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | +0.04% | — | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.24% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | -0.05% | — | |
| 44 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.22% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | — | — | |
| 46 | XLB | Ss Materials Select Sector | ETF-其他 | 0.22% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.22% | — | — | |
| 48 | ZS | Zscaler INC | 股票-科技 | 0.21% | -0.07% | EXIT | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.21% | — | — | |
| 50 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.20% | — | — |