CIK: 0001801241
申报总市值
US$1.8亿
仅显示前 200 大持股（共 281 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 11.20% | — | +0.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.36% | — | +2.02% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 9.19% | — | +5.69% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.17% | — | +7.22% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 6.54% | — | +2.11% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.93% | — | +1.99% | |
| 7 | UNP | Union Pacific CORP | 股票-工业 | 4.57% | — | -1.09% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.51% | — | -0.02% | |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 4.46% | — | +5.66% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.26% | — | -1.34% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.75% | — | +0.01% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.57% | — | +5.05% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.01% | — | +1.66% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 2.78% | — | +6.90% | |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.27% | — | +0.00% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.96% | — | +8.69% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | -0.97% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.42% | — | +6.16% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.35% | — | -4.09% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | +5.29% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | — | -9.52% | |
| 22 | BTU | Peabody Energy Corporation | 股票-能源 | 0.75% | — | — | |
| 23 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.43% | — | -0.42% | |
| 24 | CAT | Caterpillar INC | 股票-工业 | 0.43% | — | — | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | — | +6.39% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 0.41% | — | — | |
| 27 | NDSN | Nordson CORP | 股票-工业 | 0.32% | — | — | |
| 28 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.31% | — | +1.81% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.30% | — | +9.18% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.27% | — | -3.14% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.25% | — | +11.76% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.24% | — | -8.21% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | — | +0.25% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.20% | — | +0.37% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.20% | — | -0.77% | |
| 37 | ABR | Arbor Realty Trust INC | 股票-房地产 | 0.18% | — | — | |
| 38 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.17% | — | — | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.17% | — | — | |
| 40 | AMT | American Tower CORP | 股票-房地产 | 0.16% | — | +1.71% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.15% | — | +57.59% | |
| 42 | BN | Brookfield CORP | 股票-金融 | 0.15% | — | — | |
| 43 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.13% | — | +8.49% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | +11.26% | |
| 45 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.12% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | +16.75% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.11% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.11% | — | — | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.11% | — | -41.75% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.10% | — | — |