CIK: 0001921304
申报总市值
US$2.3亿
仅显示前 200 大持股（共 505 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 27.93% | -0.76% | +3.00% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.33% | -0.40% | +1.37% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.44% | -0.42% | +2.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.44% | -0.23% | -2.64% | |
| 5 | ICE | Intercontinental Exchange In | 股票-金融 | 3.76% | -1.01% | -10.04% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 3.08% | +0.13% | +8.04% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.51% | +0.37% | +3.65% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.51% | +0.13% | +3.19% | |
| 9 | DWM | Wisdomtree International Equ | ETF-其他 | 2.06% | -0.23% | +4.63% | |
| 10 | CGGO | Cap Group Global Growth | ETF-其他 | 2.00% | +0.14% | +4.11% | |
| 11 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 1.79% | — | +2.21% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.77% | — | +0.00% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.72% | -0.55% | +5.36% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 1.60% | -0.14% | +0.05% | |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.48% | -0.15% | +14.25% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.34% | +0.15% | +63.33% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.33% | -0.38% | +2.71% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | — | -2.09% | |
| 19 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.12% | -0.04% | +2.35% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.37% | -4.32% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.05% | -1.45% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | -0.02% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | +0.03% | +2.73% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.74% | -0.06% | -2.50% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | -0.04% | — | |
| 27 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 0.70% | +0.05% | +21.86% | |
| 28 | BR | Broadridge Financial Solutio | 股票-科技 | 0.55% | — | -43.84% | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.48% | — | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | -0.04% | +11.87% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.46% | — | — | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | -0.15% | -0.65% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | -0.01% | +5.63% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.15% | -14.05% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.44% | -0.06% | +50.89% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.41% | -0.01% | +49.78% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | — | |
| 38 | T | At&t INC | 股票-通信服务 | 0.36% | -0.10% | -28.25% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | — | -0.45% | |
| 40 | NJR | New Jersey Resources CORP | 股票-公用事业 | 0.33% | — | +15.55% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.33% | — | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.32% | — | -1.64% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.32% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | — | |
| 45 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 0.29% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | -2.76% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.27% | — | — | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.27% | — | -8.38% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.26% | — | +0.03% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.23% | — | — |