CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 510 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 | 11.69% | -0.61% | +2.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.32% | +0.32% | +4.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.57% | -0.36% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.23% | — | +2.41% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.11% | +0.38% | +3.67% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.79% | +1.01% | +6.38% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.59% | — | -8.08% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.15% | +0.32% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.34% | — | +5.31% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | -0.10% | +10.40% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.11% | +0.21% | -33.78% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.11% | -0.10% | +1.49% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.05% | -0.22% | +26.07% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.04% | +0.25% | +1.87% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.86% | +0.32% | +66.99% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.81% | -0.37% | +1730.96% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | — | +2.21% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.71% | -0.32% | -5.43% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | — | +3.98% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | -4.92% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | +1.78% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | -0.11% | -9.67% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | — | -4.62% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.63% | +0.80% | +0.01% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | +12.90% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | +6.18% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.56% | — | -10.61% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.54% | — | -1.38% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -0.43% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | +0.13% | -3.11% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | -3.12% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.50% | -0.29% | +1.24% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | -0.13% | +6.99% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -4.79% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | -5.85% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | +0.68% | |
| 37 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.44% | — | -1.16% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.42% | -0.25% | +189.03% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | -2.02% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.40% | — | +4.44% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.39% | — | +6.14% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | -0.78% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +1.47% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | -0.86% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.38% | — | -1.96% | |
| 46 | IVLU | Ishares Msci International V | ETF-其他 | 0.37% | — | +0.20% | |
| 47 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.37% | — | — | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.36% | — | +0.11% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | — | +2.43% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | -3.79% |