CIK: 0001846789
申报总市值
US$2.7亿
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 21.72% | -1.13% | +0.22% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.60% | -0.04% | +1.79% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 7.12% | -0.08% | +2.08% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.83% | +0.84% | +3.36% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 5.55% | +0.01% | +4.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.96% | +0.06% | +1.66% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-其他 | 4.93% | +0.07% | +2.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.18% | -0.16% | +1.34% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.08% | -0.10% | -0.57% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.82% | -0.09% | +1.34% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.50% | -0.10% | +3.72% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 3.22% | +0.19% | +1.42% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.69% | -0.07% | +1.45% | |
| 14 | DE | Deere & Co | 股票-工业 | 1.68% | +0.31% | +0.05% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | — | +8.27% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.39% | -1.30% | -1.73% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.37% | +0.11% | +13.12% | |
| 18 | FMB | First Trust Managed Municipa | ETF-其他 | 0.77% | -0.05% | -18.21% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | -0.02% | +0.35% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.59% | +0.06% | +25.12% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | +0.01% | +2.57% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.52% | -0.04% | +1.61% | |
| 23 | USB | US Bancorp | 股票-金融 | 0.43% | -0.02% | -0.30% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.42% | — | +82.16% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | -0.02% | — | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.28% | +0.01% | +20.51% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.27% | -0.01% | -5.37% | |
| 28 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.26% | +0.01% | +0.56% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.22% | -0.01% | +0.76% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | -0.03% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.19% | -0.01% | -0.12% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.19% | -0.02% | — | |
| 33 | ✓ | Spdr Nuveen Bloomberg High Yie | 股票-其他 | 0.18% | -0.03% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.17% | — | +2.76% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.14% | — | — | |
| 36 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.14% | +0.01% | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.14% | — | +15.25% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.13% | — | — | |
| 39 | FLXS | Flexsteel Inds | 股票-其他 | 0.13% | +0.01% | +0.45% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.12% | +0.01% | — | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.11% | +1.44% | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.11% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.10% | -0.01% | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.09% | EXIT | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.10% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.10% | -0.01% | +10.41% | |
| 47 | SHYM | Ishares Short Duration High | ETF-其他 | 0.09% | — | — | |
| 48 | PGX | Invesco Preferred ETF | ETF-其他 | 0.07% | +0.06% | NEW |