CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 428 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 | 5.93% | -0.61% | +1.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.02% | +0.32% | +6.02% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.25% | — | +57.04% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.01% | — | -3.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.76% | -0.10% | -0.04% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.57% | -2.16% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.69% | — | +31.92% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.15% | +7.22% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.38% | — | +42.82% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.36% | — | -2.78% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.32% | +0.25% | +3.30% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.29% | +1.01% | +91.37% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.18% | -0.37% | -4.56% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.13% | -0.32% | +0.99% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.09% | +0.38% | +62.00% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | — | +1.36% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | — | +0.18% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.01% | — | +1235.46% | |
| 19 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.99% | — | +7.15% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.93% | — | +0.57% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.85% | — | -15.73% | |
| 22 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.82% | — | +187.63% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.70% | — | +4.03% | |
| 24 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.70% | -0.29% | -0.03% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.70% | — | +58.96% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.68% | +0.80% | +18.74% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.68% | -0.25% | -8.42% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | +0.23% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | +1.31% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.65% | +0.13% | -0.95% | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.64% | — | -6.06% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -1.05% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +4.27% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.56% | — | +1384.44% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | -3.80% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | +15.79% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +2.68% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.52% | — | +68.37% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -16.63% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | — | -0.59% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.50% | — | -2.82% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.16% | -0.88% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | — | +2.61% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.44% | — | +3.32% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.43% | — | +1.86% | |
| 46 | IXG | Ishares Global Financials Et | ETF-其他 | 0.43% | — | +27.60% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | -1.56% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.42% | — | -6.64% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.42% | — | -1.12% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | -21.94% |