CIK: 0001841506
申报总市值
US$13.7亿
仅显示前 200 大持股（共 244 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.47% | -0.06% | +6262.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.67% | +0.34% | -35.46% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 3.38% | +0.39% | +3.92% | |
| 4 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 3.35% | -0.92% | +3.71% | |
| 5 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.01% | -0.11% | — | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.47% | +0.02% | -0.20% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.37% | -0.11% | -1.36% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.37% | — | +3.49% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.26% | +0.22% | -0.53% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.19% | -0.10% | +1.19% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.00% | +0.44% | -1.08% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.89% | +0.31% | -5.41% | |
| 13 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.70% | — | +8.68% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.68% | -0.12% | +16.91% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.67% | -0.53% | -9.74% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.62% | — | +0.01% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.50% | -0.56% | -8.11% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.32% | +0.32% | +6.43% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | +0.09% | +32.81% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | — | -5.99% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.15% | — | +4.24% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.03% | +0.06% | -15.36% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.97% | +0.05% | -1.79% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.95% | — | -35.77% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | +0.04% | +6.73% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.91% | — | -55.71% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | — | -67.39% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | +0.11% | -8.34% | |
| 29 | ISCF | Ishares International Small | ETF-其他 | 0.77% | — | -27.24% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.14% | -4.91% | |
| 31 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.73% | — | +7.85% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.70% | — | +0.90% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.69% | — | -19.61% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | +0.07% | -5.52% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.56% | — | -3.43% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.56% | — | +19.29% | |
| 37 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.52% | — | -9.71% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.52% | — | +3.90% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.52% | — | -14.01% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.52% | +0.03% | -13.28% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | +65.26% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | -12.56% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.49% | — | -14.04% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.48% | — | -14.64% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | -6.35% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | -4.97% | |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.46% | — | -5.78% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.45% | — | -63.68% | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.45% | — | +9.36% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | +0.03% | +4.97% |