CIK: 0001910392
申报总市值
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| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 32.79% | — | — | |
| 2 | CGCB | Cap Group Core Bond | ETF-其他 | 14.57% | — | — | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 12.81% | — | — | |
| 4 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 11.25% | — | — | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.53% | — | — | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.48% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.24% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | — | — | |
| 9 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 2.49% | — | — | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 2.48% | — | — | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.05% | — | — | |
| 12 | DOW | Dow INC | 股票-原材料 | 1.66% | — | — | |
| 13 | LAND | Gladstone Land CORP | 股票-其他 | 1.53% | — | — | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | — | — | |
| 15 | NOW | Servicenow INC | 股票-科技 | 0.75% | — | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.48% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.38% | — | — | |
| 19 | NDSN | Nordson CORP | 股票-工业 | 0.32% | — | — | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.29% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.28% | — | — | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.27% | — | — | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.20% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.19% | — | — | |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.18% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | — | — | |
| 28 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.10% | — | — |