CIK: 0001976256
申报总市值
US$3.3亿
仅显示前 200 大持股（共 498 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 | 11.64% | -0.70% | +2.81% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.43% | -0.43% | +0.54% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 6.58% | +0.11% | +0.08% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 4.55% | -0.40% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.11% | -0.25% | +19.08% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.95% | -0.19% | +2.30% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.85% | -0.13% | -4.79% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.53% | +0.03% | +2.96% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.21% | -0.02% | +1.60% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.01% | — | -5.08% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.84% | +0.10% | -73.77% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 1.76% | -0.22% | +7.40% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.74% | -0.11% | +4.58% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | -0.06% | +0.49% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | +0.05% | — | |
| 16 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.49% | — | -3.28% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.45% | — | +31.34% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | -0.08% | +0.37% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.23% | +0.18% | — | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.16% | -0.08% | +1.31% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | -4.08% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.10% | -0.06% | -3.06% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.08% | -0.03% | -0.86% | |
| 24 | DFAT | Dimensional US Target Value | ETF-其他 | 1.04% | -0.08% | +11.48% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.01% | — | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.99% | -0.07% | +15.30% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | — | -4.60% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.95% | — | -0.46% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | -9.43% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.74% | — | +0.67% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.67% | — | +1.97% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.03% | +18.70% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.59% | — | -7.03% | |
| 34 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.57% | -0.05% | +3.54% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.56% | -0.01% | +3.22% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.54% | — | -7.06% | |
| 37 | ELS | Equity Lifestyle Properties | 股票-房地产 | 0.54% | — | — | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | -0.15% | -3.80% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | +0.01% | -13.81% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.50% | — | -6.80% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | -2.63% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.43% | — | -0.05% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.41% | — | +0.22% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.41% | — | -14.06% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.39% | — | — | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | -6.27% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.38% | +0.02% | -0.38% | |
| 48 | AVB | Avalonbay Communities INC | 股票-房地产 | 0.36% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | -0.39% | |
| 50 | PSA | Public Storage | 股票-房地产 | 0.32% | — | -0.20% |