CIK: 0001887409
申报总市值
US$3.6亿
仅显示前 200 大持股（共 330 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.64% | +0.47% | +6.59% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.29% | -0.61% | +16.78% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.05% | — | +6.54% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.79% | -0.14% | -5.84% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 2.78% | -0.31% | +7.55% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.28% | +14.75% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.62% | -0.18% | +6.07% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 2.15% | -0.03% | -4.64% | |
| 9 | CRM | Salesforce INC | 股票-科技 | 1.57% | -0.25% | +1.85% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | +0.16% | +62.70% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.46% | — | +0.51% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.31% | +0.48% | +2.85% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.30% | -0.09% | +74.31% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | -0.25% | +163.06% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | +0.23% | -0.28% | |
| 16 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.16% | — | +0.02% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.14% | -0.26% | +15.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.13% | +31.64% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +65.17% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | — | +7.79% | |
| 21 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.86% | -0.32% | +93.72% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.86% | -0.12% | +7.14% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | — | +60.33% | |
| 24 | BIBL | Inspire 100 ETF | ETF-其他 | 0.83% | — | -1.51% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | -0.13% | +93.06% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.78% | — | +10.45% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.77% | — | +99.25% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.76% | -0.18% | -3.25% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +27.62% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.72% | — | +3.87% | |
| 31 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.72% | — | +85.20% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.71% | — | +100.27% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.21% | +42.06% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | — | +44.15% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +146.69% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.63% | — | -5.80% | |
| 37 | JMIA | Jumia Technologies Ag-adr | 股票-其他 | 0.63% | -0.27% | — | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.60% | -0.11% | +65.76% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.58% | — | +70.14% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.58% | — | +1.92% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.57% | — | +44.51% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.52% | — | +1.02% | |
| 43 | LAC | Lithium Americas CORP | 股票-其他 | 0.51% | -0.08% | +123.67% | |
| 44 | ENB | Enbridge INC | 股票-能源 | 0.51% | — | +96.79% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | +48.17% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | — | +51.67% | |
| 47 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.45% | — | +100.59% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | — | +0.80% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | — | +48.89% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.42% | — | +73.11% |