CIK: 0002062026
申报总市值
US$12.7亿
仅显示前 200 大持股（共 237 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.18% | -0.18% | +7.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 10.06% | +0.46% | +2.08% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 9.08% | +0.05% | +7.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.34% | -0.08% | +8.89% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.10% | +0.21% | +11.48% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.92% | -0.23% | +15.75% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.83% | -0.24% | +14.27% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.27% | -0.05% | +75.85% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.84% | +0.02% | +14.26% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.06% | -0.12% | +14.02% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.05% | -0.18% | +16.48% | |
| 12 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.96% | -0.13% | +19.51% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.89% | -0.16% | +13.18% | |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.87% | -0.13% | +11.57% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.73% | -0.17% | +14.49% | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.70% | -0.14% | +15.84% | |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.67% | +0.01% | +20.19% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.61% | — | +3.29% | |
| 19 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.33% | -0.03% | +23.53% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | +0.38% | -5.15% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | — | +12.29% | |
| 22 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 0.91% | +0.05% | +24.43% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | -0.02% | +16.06% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.02% | +29.61% | |
| 25 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.78% | +0.02% | +21.65% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | +0.04% | +348.97% | |
| 27 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 0.57% | +0.03% | +27.78% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +6.46% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | +0.02% | +0.12% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.43% | +0.05% | -0.61% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | — | +66.31% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.41% | +0.02% | +0.01% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | -0.01% | +1.14% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | — | +17.47% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | -0.01% | +32.81% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | -16.19% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | +0.01% | +29.94% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.30% | — | +0.14% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | +7.46% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.28% | — | -12.15% | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.27% | +0.01% | +107.49% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | — | -6.63% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | — | +2.63% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | — | — | |
| 45 | DFIV | Dimensional International Va | ETF-其他 | 0.22% | — | +69.19% | |
| 46 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-其他 | 0.22% | +0.07% | +105.24% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.22% | +0.01% | +36.37% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | -2.14% | |
| 49 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.20% | — | — | |
| 50 | DE | Deere & Co | 股票-工业 | 0.19% | — | -0.30% |