CIK: 0001952722
申报总市值
US$2.7亿
仅显示前 200 大持股（共 513 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 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 10.06% | -0.27% | -0.77% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 8.32% | -0.68% | +7.58% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 6.90% | +0.36% | +9.47% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.08% | +0.52% | +12.38% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 5.00% | +2.02% | +14.21% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 4.93% | +0.69% | +14.33% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.87% | -1.09% | -10.63% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.83% | +0.91% | +17.64% | |
| 9 | VDE | Vanguard Energy ETF | ETF-其他 | 4.58% | +0.78% | +13.29% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.46% | +0.89% | +10.39% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.10% | -0.69% | -4.28% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.59% | -0.70% | -6.06% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.56% | -0.78% | -7.40% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 3.55% | +0.39% | +11.35% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.47% | -0.71% | -4.38% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.16% | -0.53% | -5.27% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.13% | -0.55% | -4.91% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 2.55% | +0.85% | +17.20% | |
| 19 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.53% | -0.47% | -5.69% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.09% | -0.39% | -3.87% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.73% | -0.18% | -1.37% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.34% | -0.19% | +0.27% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 0.62% | +0.03% | -0.05% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.09% | +6.44% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.28% | -0.09% | +40.04% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +66.71% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.25% | -0.07% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.22% | — | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | -0.05% | -2.46% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | +0.02% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | — | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | -0.11% | -0.15% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.13% | +0.25% | — | |
| 34 | MSI | Motorola Solutions INC | 股票-科技 | 0.11% | — | +0.41% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.11% | +0.01% | -0.44% | |
| 36 | BLK | Blackrock INC | 股票-金融 | 0.09% | — | — | |
| 37 | GE | General Electric | 股票-工业 | 0.08% | — | — | |
| 38 | NTNX | Nutanix INC - A | 股票-科技 | 0.08% | -0.03% | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.08% | -0.07% | +10.80% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.07% | — | +1.64% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.07% | — | — | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.07% | -0.03% | — | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.06% | — | -0.65% | |
| 44 | MNKD | Mannkind CORP | 股票-其他 | 0.06% | -0.03% | — | |
| 45 | EXK | Exact Sciences CORP | 股票-原材料 | 0.06% | -0.06% | EXIT | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | — | -34.82% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.06% | — | — | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.06% | +0.01% | — | |
| 49 | T | At&t INC | 股票-通信服务 | 0.06% | -0.04% | — | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.05% | — | — |