CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 384 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 | 6.40% | -0.61% | +0.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.57% | +0.32% | +10.40% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.32% | — | +1.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | -0.10% | +12.71% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.57% | +0.66% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.56% | — | +9.41% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | -0.15% | +15.00% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.48% | +0.25% | -16.91% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.38% | -0.32% | -3.12% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | -3.89% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.29% | -0.37% | -3.86% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | — | -2.40% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.25% | — | +92.69% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.14% | — | -13.50% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | — | +2.23% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.06% | — | +94.72% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.87% | +0.13% | +1.64% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.87% | -0.25% | -7.26% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.83% | — | -6.69% | |
| 20 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.83% | — | -1.46% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | +9.54% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | +5.88% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | -1.20% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.78% | — | +9.48% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.78% | — | +1.91% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | -12.25% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | +3.44% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -4.36% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | — | -1.06% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +3.10% | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | — | +2.93% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.16% | -0.75% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.54% | — | -3.68% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | +0.03% | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.53% | — | +2.47% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | — | +16.34% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +17.99% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -1.27% | +93.26% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.49% | — | -8.60% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.49% | — | -3.82% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.48% | — | -24.12% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | — | -6.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +8.25% | |
| 44 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.46% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +13.26% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.45% | — | -7.35% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +10.89% | |
| 48 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.43% | — | +51.75% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.43% | +1.01% | +79.73% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | — | -2.79% |