CIK: 0001961632
申报总市值
US$3.1亿
仅显示前 200 大持股（共 552 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 16.37% | -0.55% | +10.53% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 11.14% | -0.24% | +378.39% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.28% | -0.52% | +15.61% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.09% | -0.20% | -12.05% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.25% | -0.45% | -1.37% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.20% | — | -3.56% | |
| 7 | AVDE | Avantis International Equity | ETF-其他 | 2.06% | — | +10.21% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.99% | +5.00% | +58.72% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.76% | — | -3.62% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | -0.09% | -23.25% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.55% | — | -4.91% | |
| 12 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.53% | — | +0.29% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 1.38% | — | +9.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +3.43% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | — | -24.18% | |
| 16 | RJF | Raymond James Financial INC | 股票-金融 | 1.26% | -0.87% | +0.11% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.24% | — | +26.58% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | +0.03% | +295.75% | |
| 19 | BF-A | Brown-forman Corp-class A | 股票-其他 | 1.21% | — | — | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.08% | — | -23.64% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | — | — | |
| 22 | BA | Boeing Co/the | 股票-工业 | 0.90% | +0.41% | -43.30% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.83% | — | — | |
| 24 | ARKK | Ark Innovation ETF | ETF-其他 | 0.79% | — | +6.31% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.78% | — | -1.37% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | -0.02% | -9.27% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.01% | +0.85% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.01% | -17.36% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.66% | — | -0.27% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +45.98% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +6.51% | |
| 32 | DTE | Dte Energy Company | 股票-公用事业 | 0.49% | -0.06% | -12.70% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | -0.05% | -1.69% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.45% | +0.02% | -11.23% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | -12.37% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | +29.70% | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.38% | — | — | |
| 38 | MO | Altria Group INC | 股票-非周期性消费 | 0.37% | -0.03% | +0.15% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | +0.01% | -5.40% | |
| 40 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.34% | — | +79.45% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.34% | — | +77.31% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.33% | — | +36.81% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.33% | — | -25.77% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.31% | +0.01% | +4.38% | |
| 45 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.31% | — | -1.74% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.31% | — | -61.01% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | — | — | |
| 48 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.30% | — | +28.39% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.30% | — | -10.81% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.29% | — | — |