CIK: 0001960860
申报总市值
US$2.9亿
仅显示前 200 大持股（共 213 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 | AAPL | Apple INC | 股票-科技 | 5.36% | -0.09% | +15.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.96% | -0.21% | -0.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.75% | +14.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.19% | +0.02% | — | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.03% | +0.05% | +17.37% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.55% | — | -1.84% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.43% | -0.06% | +25.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.78% | -0.15% | -3.58% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.61% | — | +5.76% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.07% | +1.01% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.53% | -0.04% | -3.78% | |
| 12 | KR | Kroger Co | 股票-非周期性消费 | 2.41% | -0.20% | +2605.67% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | -0.15% | -0.97% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.74% | — | -5.59% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.58% | +0.24% | +2.87% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.56% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.11% | +24.77% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.28% | +0.18% | +111.31% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.15% | +0.17% | +4.72% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.09% | +65.81% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.08% | — | -0.36% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.01% | -0.07% | +17.84% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 0.94% | -0.15% | +18.48% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.92% | -0.08% | +4.10% | |
| 25 | NOW | Servicenow INC | 股票-科技 | 0.84% | -0.15% | -4.25% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | -0.14% | +119.77% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.81% | -0.16% | +1.56% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.19% | +5.77% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | +0.13% | +17.38% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.15% | +0.91% | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.75% | — | +42.09% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.73% | — | -2.38% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.21% | +72.59% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.63% | +0.18% | +84.35% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.19% | +71.52% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.12% | +3.85% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.08% | -0.82% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.10% | +12.93% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.05% | +5.94% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | -2.37% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.51% | — | +94.43% | |
| 42 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.47% | — | — | |
| 43 | BLK | Blackrock INC | 股票-金融 | 0.47% | — | — | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | — | +68.88% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.45% | — | -0.02% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.45% | — | +79.86% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +14.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +5.37% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.42% | — | +64.74% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | -8.22% |