CIK: 0001821407
申报总市值
US$1.2亿
仅显示前 200 大持股（共 475 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.47% | +0.23% | -1.39% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.45% | +0.14% | +0.18% | |
| 3 | LECO | Lincoln Electric Holdings | 股票-工业 | 4.45% | — | — | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.97% | — | -1.87% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.94% | — | -7.47% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 3.13% | — | -2.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.07% | -0.27% | -0.52% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.25% | -0.02% | -2.68% | |
| 9 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 2.14% | — | -0.25% | |
| 10 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 2.03% | — | -0.06% | |
| 11 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 1.95% | — | -1.32% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 1.86% | -0.70% | -0.86% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | +0.29% | -0.09% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.46% | — | -2.55% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | — | -1.15% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.33% | — | -0.04% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.25% | +0.58% | +1.17% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | +0.53% | -1.77% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.22% | — | -0.40% | |
| 20 | SRE | Sempra | 股票-公用事业 | 1.18% | -0.87% | -3.60% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.24% | -0.93% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.11% | — | -1.81% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.10% | — | +0.53% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.97% | — | -0.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.01% | -0.25% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | -0.93% | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | — | -3.52% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | -0.14% | +2.14% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.81% | — | -1.91% | |
| 30 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.76% | — | -1.13% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +5.21% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.69% | -0.08% | -3.62% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.66% | — | -1.31% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | -0.01% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -0.06% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.06% | +3.68% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.58% | — | -6.87% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.54% | -0.06% | — | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | — | -41.36% | |
| 40 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.53% | — | -0.84% | |
| 41 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.52% | — | -1.01% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.50% | — | — | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.49% | -0.49% | — | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.48% | — | -1.36% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | -1.37% | -1.84% | |
| 46 | AWR | American States Water Co | 股票-公用事业 | 0.47% | — | +0.17% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.46% | — | — | |
| 48 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 0.46% | — | — | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | — | — |