CIK: 0001802284
申报总市值
US$1.7亿
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.66% | -0.59% | — | |
| 2 | ✓ | Federated Money Market IS Fund #58 | 股票-其他 | 4.44% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.44% | +0.04% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.85% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.60% | -0.06% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.31% | +0.08% | — | |
| 7 | ITW | Illinois Tool Works | 股票-工业 | 2.00% | +0.03% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.93% | -0.04% | — | |
| 9 | DUK | Duke Energy CORP | 股票-公用事业 | 1.93% | +0.11% | — | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.85% | — | — | |
| 11 | NEE | Nextera Energy INC | 股票-公用事业 | 1.74% | +0.12% | — | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.70% | +0.12% | — | |
| 13 | BA | Boeing Co/the | 股票-工业 | 1.58% | — | — | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.51% | +0.06% | — | |
| 15 | HON | Honeywell International INC | 股票-工业 | 1.46% | +0.10% | — | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.42% | +0.02% | — | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 1.40% | +0.36% | — | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.40% | +0.07% | — | |
| 19 | OGE | Oge Energy CORP | 股票-公用事业 | 1.34% | +0.06% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.19% | — | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.20% | +0.02% | — | |
| 22 | ODVYX | Invesco Develop Mrkts-y | 股票-其他 | 1.19% | — | — | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.09% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.08% | — | — | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 1.02% | +0.11% | — | |
| 26 | ED | Consolidated Edison INC | 股票-公用事业 | 1.02% | +0.08% | — | |
| 27 | D | Dominion Energy INC | 股票-公用事业 | 0.98% | — | — | |
| 28 | AEE | Ameren Corporation | 股票-公用事业 | 0.95% | +0.06% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.94% | — | — | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | — | — | |
| 31 | SRE | Sempra | 股票-公用事业 | 0.90% | — | — | |
| 32 | MMM | 3m Co | 股票-工业 | 0.90% | — | — | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 0.88% | — | — | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 0.85% | +0.05% | — | |
| 35 | T | At&t INC | 股票-通信服务 | 0.82% | +0.06% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.70% | — | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | — | |
| 39 | OOSYX | Invesco Snr Fltng Rt-y | 股票-其他 | 0.79% | — | — | |
| 40 | ENB | Enbridge INC | 股票-能源 | 0.74% | +0.05% | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | — | — | |
| 42 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.70% | — | — | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.68% | — | — | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.67% | — | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | — | |
| 46 | CNP | Centerpoint Energy INC | 股票-公用事业 | 0.65% | +0.05% | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | — | |
| 49 | AEP | American Electric Power | 股票-公用事业 | 0.64% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.17% | — |