CIK: 0001841506
申报总市值
US$13.7亿
仅显示前 200 大持股（共 253 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.95% | +0.34% | +48.01% | |
| 2 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 3.95% | — | +0.72% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 3.13% | — | +1.18% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 2.91% | +0.39% | +8.21% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 2.77% | -0.92% | +4.93% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.24% | — | +7.98% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.16% | +0.02% | +3.48% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.11% | — | +5.40% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.07% | -0.11% | +29.50% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.05% | -0.10% | +5.87% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.01% | +0.22% | +49.61% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.89% | — | +94.05% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.81% | +0.31% | +6.72% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.73% | +0.44% | +1.55% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.61% | -0.53% | +1.07% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.50% | — | +3.72% | |
| 17 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.44% | — | -7.20% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.43% | -0.56% | +13.96% | |
| 19 | SUB | Ishares Short-term National | ETF-其他 | 1.41% | — | +13.76% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.34% | -0.12% | +2.92% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.18% | — | +17.25% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.10% | +0.32% | +14.73% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | +14.65% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.05% | +0.06% | +8.19% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | — | +0.40% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.97% | — | +8.85% | |
| 27 | ISCF | Ishares International Small | ETF-其他 | 0.95% | — | -1.59% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | +0.09% | +2.73% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.86% | +0.05% | +2.78% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | -1.45% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | +0.04% | +9.38% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | — | +19.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.14% | +6.30% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | +0.11% | +1.62% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.63% | — | +31.40% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.63% | — | +9.90% | |
| 37 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.62% | — | +0.83% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.62% | — | +11.30% | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.61% | — | -1.01% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | +0.07% | +3.90% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.57% | — | +2.30% | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.57% | — | +8.67% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.55% | — | +3.55% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.53% | — | +3.81% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.53% | — | -36.34% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | +6.00% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.52% | — | +3.51% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | +6.65% | |
| 49 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.48% | — | -10.30% | |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.47% | — | +4.37% |