CIK: 0001792704
申报总市值
US$4.8亿
仅显示前 200 大持股（共 1557 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 | 13.70% | +1.03% | +11.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.48% | -0.33% | -2.48% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.19% | -0.68% | -0.19% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 6.06% | -0.05% | -2.71% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.71% | +0.70% | +10.24% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.42% | +0.04% | -19.59% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.17% | +0.18% | +1.78% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.25% | +0.01% | +1.73% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.69% | -0.12% | -1.98% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.73% | +0.19% | +12.68% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.39% | — | +16.95% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.32% | -0.20% | -4.28% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.82% | — | -32.28% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.73% | -0.08% | -6.55% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | -0.11% | -4.20% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -0.10% | +0.46% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.10% | +0.11% | +849.60% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.14% | +3.64% | |
| 19 | SCI | Service CORP International | 股票-周期性消费 | 0.76% | +0.04% | +32.40% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | -0.06% | -7.67% | |
| 21 | KMI | Kinder Morgan INC | 股票-能源 | 0.60% | +0.11% | -1.12% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.10% | +5.23% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.59% | -0.07% | +0.01% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | -0.09% | +5.21% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | -3.35% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | -0.10% | +19.07% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 0.48% | -0.06% | -1.24% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.04% | -6.20% | |
| 29 | HAL | Halliburton Co | 股票-能源 | 0.45% | +0.07% | -3.01% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.07% | -7.88% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.39% | — | +2.48% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | — | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.33% | +0.24% | +1649.47% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.30% | — | +1.38% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.29% | — | -2.19% | |
| 36 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.28% | — | -0.71% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.24% | -0.04% | +11.42% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.24% | — | -2.25% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.21% | — | -7.94% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.18% | -0.04% | -0.76% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.17% | — | +6.28% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.16% | -0.03% | -0.58% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.15% | — | +0.25% | |
| 44 | UAL | United Airlines Holdings INC | 股票-工业 | 0.15% | — | -10.31% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.15% | -0.13% | +100.29% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.14% | — | -9.04% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.13% | +0.05% | -0.24% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.13% | — | -2.12% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.12% | -0.03% | -13.29% | |
| 50 | ET | Energy Transfer LP | 股票-能源 | 0.12% | — | -26.61% |