CIK: 0001985414
申报总市值
US$4.7亿
仅显示前 200 大持股（共 756 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 5.51% | — | +1.04% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.02% | +0.11% | +1.74% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.61% | +0.22% | +2.58% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.10% | -0.08% | +0.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.45% | +0.14% | +4.46% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.13% | -0.21% | +4.95% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.97% | +0.08% | +11.79% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.92% | +0.07% | -0.43% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.66% | -0.10% | +0.48% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.59% | -0.04% | +0.54% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.57% | — | -0.27% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.28% | +0.07% | +2.54% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.16% | +0.05% | +3.94% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.15% | — | -0.03% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.96% | +0.08% | +2.12% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.91% | +0.16% | +1.79% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.58% | +0.07% | -1.06% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.57% | +0.06% | +2.17% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.49% | +0.04% | +1.16% | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.36% | — | -3.01% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.36% | -0.03% | -0.35% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.34% | — | +4.64% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.30% | — | +2.86% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.27% | — | -0.92% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.26% | +0.13% | +3.36% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 1.23% | — | -0.62% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.11% | +0.05% | +2.07% | |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.08% | — | +12.10% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.99% | — | +5.40% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.99% | — | +1.88% | |
| 31 | TITN | Titan Machinery INC | 股票-其他 | 0.98% | +0.10% | — | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.97% | — | +1.24% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.87% | — | -0.67% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.06% | +2.06% | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.81% | +0.05% | +1.94% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.74% | -0.06% | -3.25% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.18% | +0.09% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.68% | — | +9.96% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.09% | +54.38% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | — | +2.04% | |
| 41 | TROW | T Rowe Price Group INC | 股票-金融 | 0.63% | -0.07% | +74755.26% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | -0.04% | -2.24% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.62% | +0.07% | +2.00% | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.56% | — | +52.65% | |
| 45 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.53% | -0.10% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | -0.04% | +3.50% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | -0.04% | -1.10% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | -0.06% | +0.23% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.45% | — | — | |
| 50 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.41% | — | -1.61% |