CIK: 0001994434
申报总市值
US$1.8亿
仅显示前 200 大持股（共 221 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 | 19.55% | -2.87% | +3.19% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 13.30% | -4.51% | +0.19% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 13.05% | -5.25% | +53.80% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 8.17% | -0.25% | -3.66% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 6.05% | — | +1.59% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 5.79% | +0.63% | -8.53% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.66% | — | +0.64% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.39% | -0.42% | +2.52% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.43% | +1.04% | +0.14% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 2.46% | -0.90% | +24.47% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.15% | — | +0.63% | |
| 12 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.83% | -0.26% | +0.50% | |
| 13 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.81% | -0.29% | +4.09% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | -0.28% | — | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | +0.09% | +3.30% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | +0.06% | +1916.00% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | +0.86% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | +0.04% | +10.48% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | -1.19% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.36% | — | — | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 0.35% | — | +0.42% | |
| 22 | AMAT | Applied Materials INC | 股票-科技 | 0.33% | — | +0.29% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.82% | +2.33% | |
| 24 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.30% | — | +0.78% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.29% | +0.34% | +1.60% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | -0.02% | -0.19% | |
| 27 | F | Ford Motor Co | 股票-周期性消费 | 0.27% | -0.02% | -0.61% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.27% | +0.03% | +0.93% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.26% | — | +0.50% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | -0.03% | +0.66% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +0.68% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.25% | — | +0.40% | |
| 33 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.25% | -0.06% | +0.34% | |
| 34 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.23% | — | +1.82% | |
| 35 | FDX | Fedex CORP | 股票-工业 | 0.22% | — | +0.29% | |
| 36 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.20% | -0.02% | +0.54% | |
| 37 | VDE | Vanguard Energy ETF | ETF-其他 | 0.20% | — | +0.97% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.19% | -0.09% | +24.98% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.18% | — | +0.48% | |
| 40 | GNTX | Gentex CORP | 股票-周期性消费 | 0.17% | -0.02% | +0.42% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.16% | +0.10% | +1.01% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | +0.30% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.15% | — | -1.50% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.14% | +0.05% | +0.56% | |
| 45 | TGT | Target CORP | 股票-周期性消费 | 0.14% | -0.15% | +300.29% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | -0.02% | +16.19% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.13% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.13% | — | +0.28% | |
| 49 | GE | General Electric | 股票-工业 | 0.13% | — | +0.07% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | -0.03% | — |