CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1133 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.26% | — | +1.90% | |
| 2 | ACIC | American Coastal Insurance C | 股票-其他 | 10.77% | — | — | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.54% | — | +2.40% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.22% | — | +5.86% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.47% | — | +9.64% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.30% | — | +0.78% | |
| 7 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.30% | — | +2.95% | |
| 8 | ✓ | 股票-其他 | 1.76% | — | +12.86% | ||
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.75% | — | +3.79% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | — | +0.29% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +2.71% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.04% | — | -23.49% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | +1.90% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.92% | — | +1.38% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.84% | — | +0.76% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -0.26% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | — | +94.07% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +0.44% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | — | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.62% | — | +8.71% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.60% | — | -22.71% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +4.10% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | -5.13% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | — | -1.12% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | -6.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -4.27% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | -0.32% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | +1.39% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | -4.52% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +1.91% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.48% | — | +15.10% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.48% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +2.03% | |
| 37 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.42% | — | +38.48% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | — | -4.70% | |
| 39 | CAT | Caterpillar INC | 股票-工业 | 0.41% | — | — | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.41% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.41% | — | -5.82% | |
| 42 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.40% | — | +2.65% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.39% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +2.05% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.37% | — | — | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | -6.63% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | — | — | |
| 49 | VLY | Valley National Bancorp | 股票-金融 | 0.35% | — | +277.03% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.34% | — | — |