CIK: 0001841506
申报总市值
US$13.7亿
仅显示前 200 大持股（共 226 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 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 4.38% | — | +11.41% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.69% | +0.34% | +3.85% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 3.47% | — | +11.43% | |
| 4 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 3.03% | -0.92% | +6.59% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 2.96% | +0.39% | +9.51% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.34% | — | +6.92% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.33% | +0.02% | +11.05% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.18% | — | +12.02% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.08% | -0.10% | +5.08% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.89% | +0.44% | +12.54% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.85% | +0.31% | +16.72% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.78% | -0.11% | +11.75% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.73% | -0.53% | +4.59% | |
| 14 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.73% | — | -5.54% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.58% | — | +9.01% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.47% | +0.22% | +28.80% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.42% | -0.12% | +8.15% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.41% | -0.56% | -2.45% | |
| 19 | SUB | Ishares Short-term National | ETF-其他 | 1.33% | — | -6.65% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.29% | — | +1.52% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.18% | +0.06% | +0.96% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.12% | — | +3.86% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.09% | — | +18.99% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.08% | — | +1.18% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | — | -7.25% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.07% | +0.32% | -0.68% | |
| 27 | ISCF | Ishares International Small | ETF-其他 | 1.07% | — | +11.31% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.96% | — | +7.08% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.93% | — | +3.05% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.93% | +0.05% | +26.75% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | +0.09% | +2.73% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | -1.47% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | +0.04% | +1.53% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | +0.11% | -9.42% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.69% | — | +4.68% | |
| 36 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.68% | — | +78.81% | |
| 37 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.67% | — | -8.73% | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.67% | — | +12.83% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | +0.14% | -6.60% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.63% | — | +6.51% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | +0.07% | -1.32% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.61% | — | +8.79% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.60% | — | +6.72% | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.59% | — | +5.80% | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.58% | — | +8.45% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.57% | — | +7.20% | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.56% | — | +7.39% | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.55% | — | +7.18% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -0.77% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.52% | — | +11.69% |