CIK: 0001817174
申报总市值
US$3.3亿
仅显示前 200 大持股（共 202 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 | 18.85% | -4.34% | -12.32% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 9.45% | -2.20% | +9.62% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 6.17% | — | +5.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.50% | -1.07% | +0.98% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.80% | — | -2.28% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.71% | -0.57% | -11.56% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.66% | — | -6.78% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.07% | +0.78% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.28% | +0.50% | +4.67% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.27% | — | +11.42% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | — | +16.97% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.06% | -0.03% | +9.12% | |
| 13 | C | Citigroup INC | 股票-金融 | 0.94% | — | +3.79% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | +1.09% | -7.93% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 0.90% | +0.15% | +3.58% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.89% | — | +6.27% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.82% | — | -4.39% | |
| 18 | BLKCHF | Blackrock INC | 股票-其他 | 0.80% | — | +4.12% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | +0.19% | -0.91% | |
| 20 | HON | Honeywell International INC | 股票-工业 | 0.80% | — | +4.24% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.75% | — | +3.24% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 0.74% | +0.23% | +3.10% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | +0.33% | +3.52% | |
| 24 | PLD | Prologis INC | 股票-房地产 | 0.72% | — | +8.20% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +4.85% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 0.67% | — | +3.71% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.66% | — | +0.56% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.64% | +0.19% | +5.55% | |
| 29 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | +3.94% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | +1.19% | |
| 31 | AMP | Ameriprise Financial INC | 股票-金融 | 0.62% | — | +4.55% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.59% | — | +5.98% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.27% | +4.12% | |
| 34 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.55% | — | +4.06% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.55% | — | +4.09% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.54% | — | +0.38% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.54% | — | -1.57% | |
| 38 | AMT | American Tower CORP | 股票-房地产 | 0.51% | — | +12.18% | |
| 39 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.50% | — | — | |
| 40 | LHX | L3harris Technologies INC | 股票-工业 | 0.49% | +0.20% | +4.96% | |
| 41 | SYF | Synchrony Financial | 股票-金融 | 0.49% | — | +1.98% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.49% | — | +3.52% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -0.98% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.29% | +3.14% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.15% | +2.14% | |
| 46 | NRG | Nrg Energy INC | 股票-公用事业 | 0.48% | — | +3.10% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.26% | +3.97% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | +0.27% | -0.80% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.47% | — | +4.76% | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.43% | — | +75.27% |