CIK: 0001976256
申报总市值
US$3.3亿
仅显示前 200 大持股（共 1076 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 | 11.44% | -0.70% | +2.99% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 7.40% | -0.43% | +0.50% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 6.55% | +0.11% | +0.54% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 5.23% | -0.40% | -0.98% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.71% | -0.25% | -3.92% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.32% | -0.19% | -0.63% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.06% | +0.10% | +2.77% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.13% | -7.64% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | +0.05% | -0.44% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.18% | +0.03% | +0.01% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 2.12% | -0.12% | +0.25% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.78% | -0.11% | +3.80% | |
| 13 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 1.70% | -0.22% | +3.07% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.56% | — | -1.51% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.56% | -0.07% | +3.14% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | — | +3.84% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.49% | +0.01% | -0.51% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | -0.06% | -0.32% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.25% | -0.02% | +0.30% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.23% | -0.08% | +0.61% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.03% | +3.96% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.13% | +0.18% | -2.85% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.03% | -1.52% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.06% | -0.06% | +0.01% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.05% | -0.08% | +0.34% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 0.91% | -0.08% | +1.63% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | — | -18.14% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | +1.39% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | -5.00% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | +5.71% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +0.28% | +23.21% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.66% | -0.05% | -0.21% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.65% | -0.01% | -4.55% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.60% | — | +0.26% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | +0.01% | +5.32% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.55% | — | -3.91% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.51% | -0.01% | +0.17% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.45% | — | -13.14% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.45% | — | -1.02% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.44% | — | -0.06% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.39% | +0.02% | +1.27% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | -6.56% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.38% | -0.15% | +34.39% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.37% | — | +0.05% | |
| 45 | STRL | Sterling Infrastructure INC | 股票-工业 | 0.34% | +0.14% | -4.49% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +1.57% | |
| 47 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.34% | — | — | |
| 48 | ELS | Equity Lifestyle Properties | 股票-房地产 | 0.33% | — | -3.72% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.32% | — | -4.67% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.30% | — | +6.76% |