CIK: 0001752758
申报总市值
US$5.9亿
| # | 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 | 15.34% | -0.13% | +4.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 14.95% | -0.97% | -0.24% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 9.57% | +0.58% | +8.06% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.92% | -0.46% | -2.18% | |
| 5 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 6.58% | +0.66% | +7.46% | |
| 6 | AVMC | Avantis US Mid Cap Eq ETF | ETF-其他 | 4.89% | +0.25% | +14.06% | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 4.17% | +0.04% | +2.50% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 3.91% | -0.41% | +4355.63% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.10% | — | -0.62% | |
| 10 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 2.67% | +0.38% | +5.32% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.91% | +0.24% | -4.29% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.83% | -0.01% | -3.14% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.78% | — | +1.27% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.38% | -0.09% | -2.49% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.26% | — | -0.28% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | +0.01% | -0.90% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.00% | — | +5.33% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.94% | -0.12% | +19.71% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.85% | -0.11% | +34.57% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.81% | — | +0.01% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.21% | +5.69% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | -0.06% | -1.40% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.60% | +0.07% | -7.41% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | +0.06% | +5.06% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | — | -0.05% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +5.33% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.49% | — | +3.07% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | +18.34% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | +10.34% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | — | -0.78% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | — | +14.29% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | -0.05% | -0.39% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | — | +98.08% | |
| 34 | DFIS | Dimensional International Sm | ETF-其他 | 0.26% | — | +21.49% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +6.79% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | -2.57% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.24% | — | -18.38% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.23% | +0.03% | +0.12% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.22% | — | -0.52% | |
| 40 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.22% | — | — | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | — | +0.75% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.18% | — | +37.76% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | -0.05% | +42.08% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.16% | — | +8.28% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.15% | — | -4.45% | |
| 46 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.15% | — | -2.85% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.15% | — | +8.37% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.14% | — | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.13% | — | -1.10% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.13% | +0.08% | +4.67% |