CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1045 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 | ACIC | American Coastal Insurance C | 股票-其他 | 10.89% | — | +0.50% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.43% | — | +0.56% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.46% | — | +2.30% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 3.13% | — | -1.36% | |
| 5 | ✓ | 股票-其他 | 2.85% | — | +6.06% | ||
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.37% | — | -1.93% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.17% | — | +6.68% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.85% | — | -4.36% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.72% | — | +1.67% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.69% | — | +0.96% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.51% | — | -6.22% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.42% | — | -4.34% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | — | +0.47% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | — | +0.47% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | -1.27% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | — | +0.47% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.88% | — | +1.26% | |
| 18 | GE | General Electric | 股票-工业 | 0.75% | — | +1.21% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | — | +7.91% | |
| 20 | MO | Altria Group INC | 股票-非周期性消费 | 0.70% | — | +0.67% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.70% | — | -9.08% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | — | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | +0.76% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.60% | — | +4.13% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.60% | — | -10.24% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | — | -0.94% | |
| 27 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.58% | — | +40.74% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +0.10% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +1.85% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | — | +7.46% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | +2.54% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | +6.88% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.54% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | — | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | — | -0.77% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | +6.78% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | — | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | +1.55% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +1.37% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.47% | — | +0.02% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.45% | — | +0.08% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | -0.02% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | +2.62% | |
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.44% | — | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | — | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | — | — | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.39% | — | +0.16% | |
| 49 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.38% | — | -0.04% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | -8.19% |