CIK: 0001994434
申报总市值
US$1.8亿
仅显示前 200 大持股（共 213 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 19.51% | -2.87% | +0.80% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 14.59% | -4.51% | -0.52% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 10.05% | -0.25% | -5.34% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 8.34% | -5.25% | +11029.64% | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 7.12% | +0.63% | -4.23% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.77% | — | +0.36% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.72% | — | -25.62% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.44% | -0.42% | +0.36% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.10% | +1.04% | -0.48% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 2.23% | -0.90% | +41.13% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.01% | — | — | |
| 12 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.83% | -0.26% | -16.43% | |
| 13 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.82% | -0.29% | -0.75% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | +0.06% | -2.85% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | +0.09% | -0.66% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +0.81% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | +0.04% | +6.17% | |
| 18 | AMAT | Applied Materials INC | 股票-科技 | 0.44% | — | +0.20% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.42% | — | — | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +0.64% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.39% | — | — | |
| 22 | F | Ford Motor Co | 股票-周期性消费 | 0.39% | -0.02% | +0.55% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | +0.82% | +52.47% | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 0.34% | +0.34% | +1.81% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | -0.03% | +0.94% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | -0.02% | +0.58% | |
| 27 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.30% | — | +0.93% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.28% | — | +0.24% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.26% | — | +0.55% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | -0.30% | |
| 31 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.24% | — | -17.21% | |
| 32 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.23% | -0.06% | +0.43% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.23% | +0.03% | +0.79% | |
| 34 | FDX | Fedex CORP | 股票-工业 | 0.21% | — | — | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.21% | -0.02% | +9.22% | |
| 36 | VDE | Vanguard Energy ETF | ETF-其他 | 0.19% | — | -97.70% | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.18% | — | +0.55% | |
| 38 | GE | General Electric | 股票-工业 | 0.17% | — | +0.11% | |
| 39 | GNTX | Gentex CORP | 股票-周期性消费 | 0.17% | -0.02% | +0.36% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | +3.13% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.16% | -0.09% | +1.84% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | +0.10% | +3.70% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | -0.03% | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.14% | — | — | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.14% | — | +1.52% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | — | +1.34% | |
| 47 | ITW | Illinois Tool Works | 股票-工业 | 0.13% | — | -5.53% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.12% | +0.05% | +1.96% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.12% | — | +31.72% | |
| 50 | MAN | Manpowergroup INC | 股票-工业 | 0.12% | -0.06% | EXIT |