CIK: 0001952722
申报总市值
US$2.7亿
仅显示前 200 大持股（共 345 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 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 8.83% | -0.68% | +11.67% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 7.67% | -0.27% | -0.04% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.58% | +0.36% | +11.54% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.66% | +0.52% | +45.82% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 5.61% | +0.39% | +40.32% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.59% | +0.69% | +52.27% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-其他 | 5.51% | +0.89% | +17.06% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 5.45% | +2.02% | +88.96% | |
| 9 | VDE | Vanguard Energy ETF | ETF-其他 | 5.27% | +0.78% | +52.19% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.04% | +0.91% | +29.41% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.67% | -0.78% | -26.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.20% | -0.69% | -27.64% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.01% | -1.09% | -32.26% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.13% | -0.71% | -32.22% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.08% | -0.70% | -33.59% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 2.77% | +0.85% | +49.12% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.64% | -0.53% | -28.74% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.59% | -0.55% | -29.10% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.76% | -0.39% | -26.41% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.67% | -0.18% | -20.37% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.19% | -0.01% | |
| 22 | SO | Southern Co/the | 股票-公用事业 | 0.82% | +0.03% | — | |
| 23 | NTNX | Nutanix INC - A | 股票-科技 | 0.31% | -0.03% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | — | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | +0.09% | +0.27% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.21% | +0.02% | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | -0.05% | -7.05% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.16% | -0.11% | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.16% | -0.09% | -0.06% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.16% | +0.01% | — | |
| 31 | DAL | Delta Air Lines INC | 股票-工业 | 0.15% | — | -39.21% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.13% | -0.04% | -9.91% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | -2.47% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | — | -13.04% | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.10% | — | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.09% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.09% | -0.07% | — | |
| 38 | MNKD | Mannkind CORP | 股票-其他 | 0.09% | -0.03% | — | |
| 39 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.08% | — | — | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.07% | +0.01% | — | |
| 41 | EXK | Exact Sciences CORP | 股票-原材料 | 0.07% | -0.06% | EXIT | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.06% | — | — | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.06% | — | — | |
| 44 | GE | General Electric | 股票-工业 | 0.06% | — | — | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.06% | — | +1.47% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | — | — | |
| 47 | LW | Lamb Weston Holdings INC | 股票-非周期性消费 | 0.06% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.06% | +0.01% | -3.54% | |
| 49 | FERG | Ferguson Enterprises INC | 股票-工业 | 0.05% | — | — | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.05% | -0.03% | -12.42% |