CIK: 0001858782
申报总市值
US$7.2亿
仅显示前 200 大持股（共 240 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 | CTOS | Custom Truck One Source INC | 股票-其他 | 7.84% | +2.02% | -0.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.73% | -0.02% | -1.53% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.30% | +13.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.55% | -0.24% | -0.55% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.49% | -0.08% | +6.95% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.96% | +0.06% | +25.08% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.61% | -0.40% | +1.30% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.02% | -0.87% | +4.08% | |
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 2.84% | -0.33% | +4.17% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.62% | +0.04% | -1.54% | |
| 11 | AVDE | Avantis International Equity | ETF-其他 | 2.56% | -0.25% | +15.13% | |
| 12 | UBER | Uber Technologies INC | 股票-工业 | 2.45% | -0.04% | +5.40% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.41% | -0.21% | +0.82% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.03% | -0.26% | -4.03% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.93% | -0.19% | -2.27% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.76% | +1.50% | -3.89% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.70% | -0.16% | +0.52% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.66% | — | -49.32% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.51% | +0.81% | +24.47% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.33% | -0.08% | +2.90% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | -0.10% | +3.83% | |
| 22 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.15% | — | — | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | — | +4.67% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.94% | +0.02% | +41.99% | |
| 25 | CLX | Clorox Company | 股票-非周期性消费 | 0.93% | +0.32% | +3.55% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.80% | -0.03% | +23.08% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | -18.27% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.02% | -0.45% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.70% | -0.29% | +38.66% | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.70% | — | -17.81% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +6.46% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.65% | +0.47% | +685.94% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | — | +5.46% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.62% | -0.29% | +160.34% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.57% | — | -35.19% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | -0.85% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | — | +10.68% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +2.23% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.54% | — | +2.46% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.54% | — | +5.67% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.53% | +0.01% | +1.70% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | +0.40% | |
| 43 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.53% | — | +11.31% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.50% | — | -11.12% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 46 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.48% | +0.12% | +57.84% | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.47% | — | -28.64% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.39% | +0.05% | -12.68% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | — | -3.05% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | — | -1.57% |