CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 1311 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.72% | -0.33% | +1.35% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 13.25% | +1.03% | +0.54% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.68% | -0.68% | -3.64% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.78% | +0.04% | +1.15% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.56% | +0.18% | +0.30% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.25% | -0.05% | +4.24% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.72% | +0.01% | -1.28% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.35% | -0.12% | -5.13% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.19% | — | -7.39% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.94% | -0.20% | -6.02% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.84% | +0.19% | +0.42% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.52% | -0.08% | -6.12% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.87% | -0.11% | -0.24% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.20% | — | +1.47% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | -0.06% | -3.16% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.02% | — | -9.18% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.14% | +9.17% | |
| 18 | SCI | Service CORP International | 股票-周期性消费 | 0.72% | +0.04% | -8.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.07% | +0.45% | |
| 20 | KMI | Kinder Morgan INC | 股票-能源 | 0.66% | +0.11% | +0.14% | |
| 21 | HAL | Halliburton Co | 股票-能源 | 0.62% | +0.07% | -7.41% | |
| 22 | VFH | Vanguard Financials ETF | ETF-其他 | 0.58% | -0.06% | -3.42% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.10% | +0.81% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.53% | -0.07% | — | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.45% | — | +1.19% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | -0.04% | +7.42% | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.42% | — | -16.08% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.41% | — | -1.99% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | -9.06% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.35% | — | -4.19% | |
| 31 | VDE | Vanguard Energy ETF | ETF-其他 | 0.32% | +0.03% | -20.57% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.31% | — | +2.37% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.30% | -0.10% | +9.60% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.30% | +0.70% | +758.05% | |
| 35 | ET | Energy Transfer LP | 股票-能源 | 0.23% | — | +0.27% | |
| 36 | LGIH | Lgi Homes INC | 股票-其他 | 0.22% | — | +0.08% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | -0.09% | -14.40% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.22% | -0.04% | +13.31% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | -0.03% | -0.01% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.20% | -0.03% | -4.29% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | — | +1.15% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | -0.10% | +0.83% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.15% | -0.04% | +12.70% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.14% | +0.05% | +0.95% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | — | +13.41% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.13% | — | +2.30% | |
| 47 | UAL | United Airlines Holdings INC | 股票-工业 | 0.13% | — | -7.42% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.12% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.12% | — | — | |
| 50 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.12% | — | — |