CIK: 0001929170
申报总市值
US$18.4亿
仅显示前 200 大持股（共 465 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 13.42% | -2.00% | +1.86% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 11.11% | -0.03% | +5.56% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 6.49% | +0.28% | +9.89% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.79% | +1.10% | +8.25% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.63% | -0.29% | +16.60% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.20% | -0.46% | +7.21% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.15% | +0.28% | +5.47% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.40% | +0.10% | +5.53% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.68% | — | -4.58% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.67% | +10.15% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.52% | — | +12.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.08% | -0.12% | +18.66% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.08% | +6.22% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.45% | +0.12% | +6.17% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.42% | +0.06% | +12.38% | |
| 16 | URTH | Ishares Msci World ETF | ETF-其他 | 1.25% | -0.10% | +2.82% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.13% | +3.14% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | +0.11% | +15.97% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | — | +1456.76% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.85% | — | -0.21% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | — | +18.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | +0.15% | +24.14% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.75% | — | +94.60% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | -0.08% | -1.11% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | +0.03% | +1.48% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +18.06% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.50% | -0.07% | +60.37% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.05% | +7.85% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.10% | -2.60% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.47% | — | +13.58% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | — | +5.97% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.45% | — | +11.77% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | — | +22.94% | |
| 34 | IDV | Ishares International Select | ETF-其他 | 0.40% | — | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | +660.43% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.37% | — | +34.05% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.29% | +0.06% | +7.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | — | -3.27% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | — | +19.61% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +6.95% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.26% | — | +36.79% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.25% | — | +6.44% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.25% | — | +13.71% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.24% | -0.03% | -20.23% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.22% | -0.10% | -15.36% | |
| 46 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.22% | — | +1591.01% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | +0.05% | +20.04% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.22% | — | -1.22% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.21% | — | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.20% | — | +94.53% |