CIK: 0001994434
申报总市值
US$1.8亿
仅显示前 200 大持股（共 241 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 | 19.06% | -2.87% | +3.40% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 13.66% | -5.25% | +11.32% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 12.79% | -4.51% | -0.33% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 8.30% | -0.25% | +4.15% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.95% | — | +1.96% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 5.71% | +0.63% | +2.49% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.22% | — | -2.30% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.22% | -0.42% | +1.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.54% | +1.04% | +0.27% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 2.77% | -0.90% | +15.15% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.06% | — | -5.42% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.06% | -0.28% | +55.35% | |
| 13 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.76% | -0.26% | +0.66% | |
| 14 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.76% | -0.29% | +4.28% | |
| 15 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.69% | -1.44% | — | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | +0.09% | +2.13% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | +0.06% | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | -0.53% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | +0.04% | +0.60% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.43% | — | +4.16% | |
| 21 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.39% | — | +0.91% | |
| 22 | F | Ford Motor Co | 股票-周期性消费 | 0.38% | -0.02% | +35.93% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 0.34% | -0.15% | +131.06% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 0.33% | — | +0.63% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.82% | +3.55% | |
| 26 | AMAT | Applied Materials INC | 股票-科技 | 0.30% | — | +0.29% | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | 0.30% | +0.34% | +3.70% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | -0.02% | +7.47% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +0.75% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | -0.03% | — | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.25% | — | +0.41% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.24% | — | +0.54% | |
| 33 | FDX | Fedex CORP | 股票-工业 | 0.24% | — | +60.31% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.23% | +0.03% | +3.51% | |
| 35 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.23% | — | +2.11% | |
| 36 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.22% | -0.06% | -2.40% | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.22% | -0.02% | +0.57% | |
| 38 | VDE | Vanguard Energy ETF | ETF-其他 | 0.20% | — | — | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.17% | — | +0.55% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.17% | +0.10% | +33.49% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | — | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.15% | — | +9.60% | |
| 43 | GNTX | Gentex CORP | 股票-周期性消费 | 0.15% | -0.02% | +0.40% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | -0.02% | +4.00% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.15% | -0.09% | +3.54% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.13% | — | +0.28% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.13% | — | — | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.13% | — | +1.76% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.12% | — | +0.74% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | -0.03% | +2036.59% |