CIK: 0001911766
申报总市值
US$4.9亿
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 17.38% | -0.21% | +6.51% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.89% | -0.15% | +8.11% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.68% | -0.01% | +3.72% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.47% | — | +6.34% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.10% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.03% | -0.10% | -3.10% | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-其他 | 3.67% | — | +6.15% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.54% | — | +261.10% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.46% | — | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.42% | — | +6.98% | |
| 11 | BSEP | Innovator U.s. Equity Buffer | ETF-其他 | 3.34% | — | -1.91% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.29% | — | — | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.95% | -0.02% | -4.78% | |
| 14 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 2.65% | -0.04% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.59% | — | +1259.32% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.47% | — | — | |
| 17 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 2.42% | — | +7.31% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.97% | +0.03% | +590.35% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.76% | — | — | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.66% | — | +73.13% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.09% | +0.02% | -7.69% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.92% | +0.03% | +33.08% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.88% | — | — | |
| 24 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.79% | — | — | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | — | -6.05% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -0.18% | |
| 27 | BDEC | Innovator U.s. Equity Buffer | ETF-其他 | 0.40% | — | +9.40% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.36% | — | -1.91% | |
| 29 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.30% | — | +7.58% | |
| 30 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.30% | — | +0.58% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | — | — | |
| 32 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.29% | — | -5.96% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.27% | — | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.26% | — | +187.19% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | — | +10.65% | |
| 37 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.23% | — | +0.70% | |
| 38 | CLF | Cleveland-cliffs INC | 股票-原材料 | 0.22% | — | — | |
| 39 | BNOV | Innovator U.s. Equity Buffer | ETF-其他 | 0.21% | +0.04% | -1.36% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.20% | — | +8.34% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.20% | — | +0.12% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | — | +2.71% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.20% | — | -4.13% | |
| 44 | UBCP | United Bancorp Inc/ohio | 股票-其他 | 0.20% | — | — | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | +2.66% | |
| 46 | ASAN | Asana INC - Cl A | 股票-其他 | 0.19% | — | — | |
| 47 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.18% | — | +0.38% | |
| 48 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.17% | — | -7.98% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.17% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | — | +0.39% |