CIK: 0001870686
申报总市值
US$4.1亿
仅显示前 200 大持股（共 254 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 | AAPL | Apple INC | 股票-科技 | 4.14% | -0.76% | -0.03% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.29% | — | +0.08% | |
| 3 | TSLA | Tesla INC | 股票-周期性消费 | 2.66% | +1.55% | +0.06% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.64% | +0.05% | -4.24% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.49% | -1.53% | -9.23% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.44% | — | -14.56% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.18% | — | -25.36% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.05% | -0.74% | +34.78% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.97% | +1.93% | +11.18% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.87% | -3.81% | -23.98% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.69% | +0.57% | NEW | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | — | -13.45% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.57% | — | +11.10% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.39% | -0.29% | +0.88% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | -0.05% | -3.31% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.32% | +0.52% | NEW | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.22% | -5.15% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.32% | +1.63% | -0.34% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.31% | +2.75% | NEW | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.28% | — | +2.69% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.22% | +0.68% | NEW | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.13% | — | +21.14% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.12% | — | -0.02% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | +0.92% | NEW | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.99% | — | +3.01% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.96% | — | +104.22% | |
| 27 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 0.90% | — | -19.38% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.90% | — | +61.74% | |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.89% | — | +22.16% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.85% | +0.53% | NEW | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | +0.68% | NEW | |
| 32 | FFIN | First Finl Bankshares INC | 股票-金融 | 0.83% | +0.58% | NEW | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.80% | — | -7.57% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.76% | — | -7.67% | |
| 35 | AVMU | Avantis Core Municipal Fixed | ETF-其他 | 0.74% | — | +4.62% | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.74% | — | -17.89% | |
| 37 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.73% | — | +4.64% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.72% | — | +6.49% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.69% | +1.44% | NEW | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | — | +220.19% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.67% | — | +229.73% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | +0.79% | NEW | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | +3.40% | +3.13% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.04% | -1.05% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | — | -2.91% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.61% | — | +613.40% | |
| 47 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.58% | — | +15.35% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.58% | — | -0.99% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | — | -4.70% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.56% | — | — |