CIK: 0001898145
申报总市值
US$1.7亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 26.92% | -1.07% | -1.13% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 19.05% | +0.21% | +3.38% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 14.28% | +0.03% | +8.85% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 12.02% | -0.06% | +1.97% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.89% | +0.26% | +2.00% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 7.02% | +0.41% | +2.48% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 1.53% | -0.03% | +1.26% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.20% | +0.15% | +35.69% | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 1.10% | +0.14% | +39.50% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.91% | -0.03% | — | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.69% | -0.01% | -3.44% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | — | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.49% | — | +1.05% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.46% | — | — | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.45% | -0.02% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | -0.03% | +95.90% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.28% | -0.01% | — | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.26% | -0.04% | +0.46% | |
| 19 | L | Loews CORP | 股票-金融 | 0.24% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.06% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.01% | — | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.21% | +0.09% | — | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.20% | -0.01% | — | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.20% | — | — | |
| 25 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.15% | -0.01% | — |