CIK: 0001512601
申报总市值
US$8.2亿
仅显示前 200 大持股（共 324 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.09% | -0.48% | +3.63% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 6.37% | +0.19% | +4.23% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.18% | — | +4.54% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.04% | -0.02% | +8.04% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.00% | +0.12% | -0.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.94% | -0.13% | -0.06% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.46% | +0.12% | +10.04% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.09% | +0.27% | +0.56% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.04% | +0.10% | +3.57% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.98% | — | +4.00% | |
| 11 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.89% | — | +10.80% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | -0.18% | -1.25% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | -0.03% | -1.39% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 1.43% | — | +3.24% | |
| 15 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.40% | +0.15% | +0.59% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.17% | +0.12% | +7.41% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.09% | — | +0.39% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | -0.05% | +0.56% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.11% | -2.11% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.95% | -0.05% | -7.37% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.92% | -0.05% | -7.68% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.09% | -1.92% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | -0.08% | +2.62% | |
| 24 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.85% | +0.19% | +7.60% | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.74% | — | -8.65% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -15.58% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | -4.05% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.67% | — | -6.64% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | -1.59% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.61% | -0.05% | +1.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | — | -2.26% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | -2.30% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.53% | — | +0.31% | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.52% | — | -0.61% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.08% | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | +2.34% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +10.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +0.01% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.46% | — | -2.65% | |
| 40 | XVV | Ishares Esg Select Screened | ETF-其他 | 0.41% | — | -9.06% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | +0.05% | +1.78% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | -0.08% | +3.51% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.33% | — | +18.54% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.32% | +0.05% | +0.35% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | +1.45% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.32% | — | -1.56% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | — | -1.56% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.31% | — | +11.65% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.31% | -0.03% | -3.33% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.29% | — | -2.52% |