CIK: 0001952781
申报总市值
US$4.7亿
仅显示前 200 大持股（共 321 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.82% | +0.04% | +0.74% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.94% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.27% | +0.66% | +1.90% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.85% | +0.02% | +1.09% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.50% | — | +3.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.38% | +1.30% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.51% | — | +3.31% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | +0.13% | +2.27% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.18% | — | +26.57% | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.14% | — | +27.07% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.94% | -0.08% | +58.61% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | +0.20% | -21.20% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.92% | — | +23.42% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.44% | -0.02% | +3.74% | |
| 15 | NCNO | Ncino INC | 股票-其他 | 1.06% | — | -4.35% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.04% | — | +12.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | -0.02% | +4.89% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.29% | +3.42% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.03% | -2.79% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | -25.18% | |
| 21 | MORT | Vaneck Mortgage Reit Income | ETF-其他 | 0.86% | — | +63.97% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.34% | -2.03% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.15% | -1.15% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.77% | — | +0.30% | |
| 25 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.73% | +0.16% | +1.25% | |
| 26 | GSID | Goldman Sachs Marketbeta Int | ETF-避险与商品 | 0.66% | +0.16% | +1.29% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.61% | — | +64.39% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.08% | +6.43% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.14% | +13.07% | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.55% | +0.14% | +1.35% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | — | +3.03% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.03% | -1.88% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.09% | +922.55% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | +15.96% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | — | +0.86% | |
| 36 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.45% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | -28.24% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | +5.05% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | -11.76% | |
| 40 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.43% | — | -62.96% | |
| 41 | ACP | Abrdn Income Credit Strat | 股票-其他 | 0.43% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.10% | +1.69% | |
| 43 | XYZ | Block INC | 股票-金融 | 0.42% | — | -8.02% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.42% | — | +3.17% | |
| 45 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.42% | — | +9.40% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +1.05% | |
| 47 | DIHP | Dimensional International Hi | ETF-其他 | 0.40% | — | +1.05% | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.40% | — | -2.13% | |
| 49 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.39% | +0.12% | +1.19% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | +1.65% |