CIK: 0001841506
申报总市值
US$13.7亿
仅显示前 200 大持股（共 296 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 | 6.49% | -0.06% | +8.12% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.21% | +0.22% | +9.90% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.88% | -0.11% | +8.16% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 3.83% | +0.39% | +10.53% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.65% | +0.32% | +3.94% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.45% | -0.12% | +108.70% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.38% | +0.34% | -2.39% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.25% | -0.11% | +7.56% | |
| 9 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.51% | -0.04% | +7.25% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.17% | — | +3.13% | |
| 11 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.88% | -0.92% | +4.12% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.63% | -0.53% | +2.31% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.53% | +0.31% | +4.10% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.46% | -0.56% | +7.84% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | -2.02% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.26% | — | +24.84% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.23% | -0.08% | -16.87% | |
| 18 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.22% | — | -16.81% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.14% | +0.09% | +4.19% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | — | +5.18% | |
| 21 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 1.01% | +0.12% | +15.61% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | +0.05% | +0.28% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.92% | — | +3.96% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | +0.04% | -0.64% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.87% | +0.06% | -1.38% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.87% | — | +4.89% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.83% | +0.44% | +10.95% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.79% | +0.02% | +2.69% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | +0.11% | +4.75% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.73% | +0.05% | +1.19% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.72% | -0.10% | -16.64% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | -12.09% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.14% | +1.60% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +3.91% | |
| 35 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.63% | — | -0.43% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.03% | +1.01% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.61% | — | -28.80% | |
| 38 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.61% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | +0.07% | +11.41% | |
| 40 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.58% | — | -1.86% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.52% | — | +2.64% | |
| 42 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.50% | — | -8.47% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | +0.95% | |
| 44 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.47% | -0.13% | -11.49% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.47% | +0.02% | +52.74% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | +0.03% | -0.56% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +0.61% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.42% | — | +7.10% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.42% | — | +2.54% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.41% | — | -4.43% |