CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 1123 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 | 14.35% | +1.03% | -5.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.78% | -0.33% | -3.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.49% | -0.68% | -2.03% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.37% | +0.04% | -3.51% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.05% | +0.18% | -0.90% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.74% | +0.01% | -1.42% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.62% | -0.05% | -1.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.40% | -0.12% | -3.66% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.94% | — | -7.62% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.07% | -0.08% | +8.00% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.00% | -0.20% | -2.12% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.86% | +0.19% | -1.73% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | -0.11% | +44.22% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | -8.54% | |
| 15 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.15% | — | -12.88% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.07% | -0.06% | -24.68% | |
| 17 | BA | Boeing Co/the | 股票-工业 | 0.97% | -0.07% | -2.21% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | — | +72.18% | |
| 19 | HAL | Halliburton Co | 股票-能源 | 0.90% | +0.07% | -12.85% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.07% | -11.39% | |
| 21 | SCI | Service CORP International | 股票-周期性消费 | 0.76% | +0.04% | +2.32% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.74% | -0.14% | -10.95% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 0.62% | -0.06% | -4.49% | |
| 24 | KMI | Kinder Morgan INC | 股票-能源 | 0.58% | +0.11% | -6.54% | |
| 25 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | -9.25% | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.51% | — | +127.54% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | -2.09% | |
| 28 | VDE | Vanguard Energy ETF | ETF-其他 | 0.47% | +0.03% | +0.77% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.46% | -0.03% | -45.10% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.43% | — | -7.85% | |
| 31 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.42% | — | -85.05% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.10% | +5.98% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.04% | -0.84% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.36% | — | +1418.20% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.25% | — | — | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | -0.03% | -0.02% | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.21% | — | +0.29% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | -0.10% | -35.89% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.18% | — | -8.98% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.18% | -0.04% | -2.15% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.17% | -0.09% | +6.31% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | — | -5.03% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.15% | +0.05% | -14.35% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.14% | — | +9.86% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.14% | — | +31.55% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.14% | — | +6.32% | |
| 47 | UAL | United Airlines Holdings INC | 股票-工业 | 0.13% | — | -6.71% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.13% | — | +34856.52% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.12% | — | -0.47% | |
| 50 | WPC | Wp Carey INC | 股票-房地产 | 0.12% | — | -0.02% |