CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 313 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 | AAPL | Apple INC | 股票-科技 | 7.60% | -0.61% | +327.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.03% | +0.32% | +4.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.57% | -3.50% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.86% | -0.10% | -4.08% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | -0.15% | -3.75% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.61% | -0.37% | -6.90% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.47% | — | +3.47% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.38% | — | +287.86% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.37% | — | +6.12% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.31% | +0.21% | -37.69% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | — | -0.31% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.26% | — | -0.37% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | — | +2.61% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.24% | -0.32% | +158.95% | |
| 15 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.22% | +0.25% | +8.00% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.19% | — | -38.25% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +3.67% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.12% | — | +1.06% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.05% | — | +7.89% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.00% | +0.13% | +7.52% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.94% | -0.25% | +2.82% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.94% | — | +1.07% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | -0.80% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.84% | — | +4.10% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | — | +6.55% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | — | +7.20% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.76% | — | -9.80% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | -2.97% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | -0.01% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | — | +5.95% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.64% | — | +4.49% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +9.55% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +7.86% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.61% | — | -1.89% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | +32.77% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.57% | — | +28.09% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.56% | — | +11.89% | |
| 38 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.56% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | — | +0.38% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.55% | — | +6.99% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.53% | — | -3.59% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +2.32% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | -4.94% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +14.68% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.51% | +0.80% | +17.32% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.49% | — | +2.56% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | -3.78% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.48% | — | -6.96% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.48% | -0.22% | -0.95% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.16% | -0.30% |