CIK: 0002056519
申报总市值
US$1.3亿
仅显示前 200 大持股（共 357 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 11.24% | +11.51% | NEW | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.82% | — | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 6.52% | +0.41% | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.53% | -0.12% | — | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.17% | +0.19% | — | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 3.92% | -0.25% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.90% | -0.10% | — | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.53% | -2.76% | — | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 2.70% | +0.26% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.60% | — | — | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.53% | +0.42% | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.09% | +1.53% | NEW | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.00% | +0.33% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.25% | — | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.92% | +2.40% | NEW | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.66% | +0.28% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | -0.06% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.51% | -1.23% | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.46% | -0.07% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.26% | -0.01% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.18% | +1.51% | — | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.10% | -0.26% | — | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.10% | — | — | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | +0.63% | NEW | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 0.99% | +0.66% | NEW | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | +0.87% | NEW | |
| 27 | MOTI | Vaneck Mstar Int Moat ETF | ETF-其他 | 0.80% | -0.01% | — | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.77% | +0.19% | — | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | +0.68% | NEW | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.03% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.66% | +0.36% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.66% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.62% | +0.14% | — | |
| 35 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.58% | +0.14% | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | — | |
| 37 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.54% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.48% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | +0.08% | — | |
| 40 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.44% | — | — | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.42% | -0.14% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | +0.11% | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.39% | — | — | |
| 44 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.37% | +0.07% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.35% | — | — | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.34% | -0.15% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.34% | — | — | |
| 48 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 0.34% | +0.40% | NEW | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | +0.56% | — | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.29% | -0.25% | — |