CIK: 0002040084
申报总市值
US$16.7亿
仅显示前 200 大持股（共 230 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 6.85% | +0.06% | +6.34% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.81% | +0.10% | +5.39% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.24% | -1.74% | +5.25% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.11% | -0.21% | +10.88% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.75% | -0.19% | +2.87% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.24% | -0.10% | +5.10% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.95% | +0.05% | +8.07% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.74% | +0.08% | +7.41% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.25% | -0.06% | -4.55% | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.11% | — | +10.20% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.99% | +0.14% | -1.12% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.92% | +0.07% | +0.55% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.55% | +0.07% | +48.65% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.53% | +0.10% | +26.36% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.49% | — | +32.89% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.45% | -0.05% | +12.19% | |
| 17 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.42% | -0.73% | EXIT | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.40% | — | +2.43% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.37% | +0.06% | +4.42% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.05% | +1.04% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.25% | -0.06% | +4.43% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.18% | — | +18.20% | |
| 23 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.15% | — | +0.20% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.11% | — | +5.43% | |
| 25 | IQLT | Ishares Msci International Q | ETF-其他 | 1.10% | — | +23.21% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.04% | — | +0.14% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.93% | — | -0.56% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | — | +940.11% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.83% | — | -0.09% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.81% | — | +30.25% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.80% | — | -1.73% | |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.76% | — | +66.13% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.09% | +6.66% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | -0.05% | -0.17% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | +0.08% | -6.65% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.70% | — | -3.32% | |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.69% | +0.05% | +414.15% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.67% | +0.10% | -0.42% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.66% | — | -14.22% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.66% | — | +18.64% | |
| 41 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.62% | +0.05% | +1.91% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.59% | — | +34.71% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.59% | +0.11% | -17.67% | |
| 44 | PFM | Invesco Dividend Achievers E | ETF-其他 | 0.58% | — | +22.96% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | -1.17% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.52% | — | -0.74% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.51% | — | -0.15% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -0.84% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | — | -0.27% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.49% | — | -0.30% |