CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 994 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 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 14.49% | +1.03% | -15.35% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.99% | -0.33% | +15.62% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.31% | -0.68% | -0.09% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.64% | -0.03% | +5.24% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.44% | +0.04% | +43.34% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.42% | +0.18% | +1.32% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.11% | -0.05% | +21.91% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.06% | +0.01% | +9.20% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.98% | -0.12% | -0.81% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.71% | — | +25.99% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 3.07% | — | +22.63% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.85% | -0.08% | -54.03% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.70% | -0.20% | -7.79% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.49% | +0.19% | -3.36% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.42% | -0.06% | -41.88% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.23% | — | -15.58% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.22% | -0.11% | -0.47% | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.06% | — | +0.04% | |
| 19 | HAL | Halliburton Co | 股票-能源 | 0.89% | +0.07% | +0.47% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.07% | -5.63% | |
| 21 | SLB | Slb LTD | 股票-能源 | 0.79% | — | +0.07% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.14% | +1.71% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.75% | -0.07% | +0.37% | |
| 24 | SCI | Service CORP International | 股票-周期性消费 | 0.66% | +0.04% | +144.81% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 0.65% | -0.06% | +40.58% | |
| 26 | KMI | Kinder Morgan INC | 股票-能源 | 0.57% | +0.11% | +0.35% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | -20.81% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | -20.34% | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 0.44% | — | -0.08% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.42% | — | -5.62% | |
| 31 | VDE | Vanguard Energy ETF | ETF-其他 | 0.42% | +0.03% | -7.18% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.10% | +7.35% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | -0.04% | +18.40% | |
| 34 | DVN | Devon Energy CORP | 股票-能源 | 0.28% | — | +68.75% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.26% | — | +883.97% | |
| 36 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.22% | — | +2.76% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | -0.10% | +8.10% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | -0.05% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.21% | +0.05% | +0.61% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.18% | — | +0.92% | |
| 41 | ET | Energy Transfer LP | 股票-能源 | 0.18% | — | +0.12% | |
| 42 | UAL | United Airlines Holdings INC | 股票-工业 | 0.18% | — | +8.60% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.16% | -0.04% | — | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.16% | -0.03% | +93.30% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.13% | -0.09% | +17.26% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.13% | — | +3.37% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | +9.12% | |
| 48 | WPC | Wp Carey INC | 股票-房地产 | 0.11% | — | +0.02% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | +1.73% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.11% | — | -2.27% |