CIK: 0001898145
申报总市值
US$1.7亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 27.28% | -1.07% | -0.90% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 18.90% | +0.21% | +0.44% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 13.37% | +0.03% | +3.28% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 12.11% | +0.26% | +0.74% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.45% | -0.06% | +5.40% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 6.34% | +0.41% | +3.47% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.55% | +0.15% | +34.14% | |
| 8 | SUB | Ishares Short-term National | ETF-其他 | 1.43% | +0.14% | +36.23% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 1.31% | -0.03% | +0.34% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.89% | -0.03% | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.70% | — | -0.09% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | -0.01% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.50% | — | — | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.47% | — | — | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.44% | -0.02% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | -0.03% | — | |
| 17 | L | Loews CORP | 股票-金融 | 0.30% | — | — | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.26% | -0.04% | +0.47% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.24% | -0.01% | — | |
| 20 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.23% | +0.09% | — | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.19% | -0.01% | — | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.19% | -0.01% | +2.07% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | -0.01% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.19% | +0.06% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | -0.02% | — | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.18% | — | +7.95% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.13% | — | — |