CIK: 0001843745
申报总市值
US$4.5亿
仅显示前 200 大持股（共 681 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.31% | — | +4.82% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.10% | -0.37% | +9.51% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.92% | +0.14% | +90.14% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.14% | +0.05% | +13.39% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 3.01% | +0.08% | +11.73% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.70% | — | +22.30% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.67% | — | +4766.93% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.32% | — | -1.91% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.09% | +0.49% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.45% | +1.23% | |
| 11 | IQLT | Ishares Msci International Q | ETF-其他 | 2.09% | +0.04% | +16.49% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.01% | — | +8.81% | |
| 13 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.75% | -0.08% | -0.52% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.67% | — | +4.86% | |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.44% | — | +1.35% | |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.39% | — | -2.40% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.37% | — | +2.39% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.24% | — | +7.84% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.17% | +0.02% | +19.34% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 1.12% | — | +17.01% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | +0.22% | -0.59% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.09% | — | -0.19% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.05% | -3.79% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.05% | +0.03% | +31.95% | |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.05% | +0.04% | +30.09% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.05% | +0.04% | +28.49% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.03% | — | +100.01% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.85% | -0.10% | +1.50% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.84% | +0.03% | +12.20% | |
| 30 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.81% | +0.05% | +4.27% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.71% | — | +19.32% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.69% | +0.05% | +32.33% | |
| 33 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.65% | +0.05% | +164.45% | |
| 34 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 0.63% | +0.03% | +212.19% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.07% | +7.55% | |
| 36 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.61% | +0.04% | +185.79% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.06% | +0.57% | |
| 38 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.55% | — | -24.83% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.54% | -0.04% | +2.32% | |
| 40 | DFIS | Dimensional International Sm | ETF-其他 | 0.53% | — | — | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.50% | — | +0.05% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.50% | — | +19.29% | |
| 43 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.49% | — | -15.23% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.48% | — | +395.05% | |
| 45 | FISV | Fiserv INC | 股票-其他 | 0.48% | — | -1.36% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -3.95% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | +2.48% | |
| 48 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.46% | — | -7.94% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.04% | +1.45% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +2.92% |