CIK: 0001859918
申报总市值
US$18.9亿
仅显示前 200 大持股（共 215 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.30% | +0.15% | +9.22% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.10% | -0.24% | +5.87% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.31% | — | +6.07% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.10% | — | +7.44% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.76% | -0.14% | +1.67% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.10% | -0.07% | +8.30% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.85% | — | +2.41% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.79% | — | +10.31% | |
| 9 | ABEQ | Absolute Select Value ETF | ETF-其他 | 3.33% | — | +2.53% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.57% | — | +7.20% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.55% | — | — | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.53% | +0.09% | -1.33% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.52% | -0.37% | +2.10% | |
| 14 | MLPA | Global X Mlp ETF | ETF-其他 | 1.37% | +0.12% | — | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.13% | — | +22.94% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | — | +7.30% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.89% | +0.21% | +59.42% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.88% | — | — | |
| 19 | LKQ | Lkq CORP | 股票-周期性消费 | 0.87% | — | +16.92% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | — | +5.54% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.76% | — | -13.35% | |
| 22 | CLH | Clean Harbors INC | 股票-工业 | 0.76% | +0.12% | +15.90% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.75% | +0.19% | +21.27% | |
| 24 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.73% | — | +10.33% | |
| 25 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.70% | — | +13.65% | |
| 26 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.69% | +0.17% | +19.23% | |
| 27 | DG | Dollar General CORP | 股票-非周期性消费 | 0.69% | — | -1.77% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | -0.13% | EXIT | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.12% | +1.86% | |
| 31 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.60% | — | +12.67% | |
| 32 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.58% | — | +7.61% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.10% | -1.04% | |
| 34 | KNX | Knight-swift Transportation | 股票-工业 | 0.51% | +0.25% | +38.72% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | -2.81% | |
| 36 | WES | Western Midstream Partners L | 股票-能源 | 0.50% | -0.31% | EXIT | |
| 37 | ENB | Enbridge INC | 股票-能源 | 0.46% | +0.09% | +10.90% | |
| 38 | FDX | Fedex CORP | 股票-工业 | 0.45% | — | +71.94% | |
| 39 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.44% | -0.34% | EXIT | |
| 40 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.42% | — | +30.70% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +8.03% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | +8.55% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | +8.96% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +23.49% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | +0.09% | +75.58% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.38% | — | +3.09% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | +8.26% | |
| 48 | MMS | Maximus INC | 股票-工业 | 0.37% | — | +14.39% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | — | -0.55% | |
| 50 | MAS | Masco CORP | 股票-工业 | 0.37% | — | +14.21% |