CIK: 0001976256
申报总市值
US$3.3亿
仅显示前 200 大持股（共 349 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 16.67% | -0.70% | +9.75% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 10.62% | -0.43% | +4.65% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 8.71% | +0.11% | +2.06% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 6.32% | -0.40% | +4.51% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.02% | -0.19% | +2.33% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.74% | +0.03% | +4.67% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.11% | — | -6.54% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.69% | +0.10% | +0.28% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.97% | +0.18% | +1.21% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.92% | -0.13% | -0.20% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.85% | +0.01% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | -0.06% | -1.17% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.77% | -0.08% | +2.83% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | +0.05% | -9.87% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | — | +7.83% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.39% | -0.03% | +0.75% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.14% | — | — | |
| 18 | DFAT | Dimensional US Target Value | ETF-其他 | 1.08% | -0.08% | +2.13% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.04% | -0.01% | +0.06% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.02% | — | -0.96% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.02% | -0.02% | +2.35% | |
| 22 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.91% | — | -3.63% | |
| 23 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.87% | -0.05% | +14.53% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.77% | — | +0.05% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.72% | — | +0.29% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | +3.06% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | — | — | |
| 28 | HPQ | Hp INC | 股票-科技 | 0.50% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | -1.23% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.43% | -0.01% | +34.80% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | — | -0.23% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | -1.06% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.41% | — | -1.36% | |
| 34 | A | Agilent Technologies INC | 股票-医疗保健 | 0.41% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +0.06% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | — | +3.02% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | — | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.34% | — | -1.01% | |
| 39 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.34% | +0.11% | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.34% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.33% | — | -9.09% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.29% | -0.06% | -8.16% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.28% | +0.01% | +0.04% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.28% | +0.02% | -1.00% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.28% | +0.02% | — | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.27% | — | +0.07% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.23% | — | — | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.20% | — | +0.42% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.20% | — | -1.13% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.19% | — | — |