CIK: 0001906967
申报总市值
US$2.4亿
仅显示前 200 大持股（共 221 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.17% | -0.11% | +4.50% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 14.36% | -1.80% | +1.27% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 11.87% | -0.06% | +0.95% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 11.07% | -0.44% | +3.14% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.86% | +0.41% | +1.47% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.50% | -0.06% | +5.44% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.99% | +0.18% | +3.38% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 4.49% | -0.02% | +5.39% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.63% | +0.02% | +0.12% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.23% | +0.08% | +1.77% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-其他 | 2.43% | +0.23% | -0.20% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 1.61% | +0.28% | -0.08% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 1.12% | +0.26% | -0.09% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.80% | — | -0.60% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | -0.09% | -0.66% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | -0.05% | +861.57% | |
| 17 | NUEM | Nuveen Esg Emerging Markets | ETF-新兴市场 | 0.68% | +0.12% | +4.41% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.65% | -0.06% | +145.09% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.65% | +0.03% | +65.68% | |
| 20 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.64% | -0.01% | — | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.37% | +0.07% | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | -0.03% | +71.35% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | -5.00% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.09% | +0.27% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.31% | — | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.22% | — | -0.58% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.21% | -0.02% | +0.01% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.21% | — | +714.39% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | +38.17% | |
| 30 | ORI | Old Republic Intl CORP | 股票-金融 | 0.18% | -0.02% | -9.69% | |
| 31 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.16% | — | — | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.15% | -0.02% | +33.70% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.15% | — | +28.01% | |
| 34 | D | Dominion Energy INC | 股票-公用事业 | 0.14% | — | +43.42% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.14% | — | +1.15% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | — | — | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.12% | +0.02% | +0.09% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.12% | -0.02% | +83.33% | |
| 39 | ELV | Elevance Health INC | 股票-医疗保健 | 0.11% | — | -2.96% | |
| 40 | NI | Nisource INC | 股票-公用事业 | 0.10% | +0.01% | — | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | -0.02% | +28.48% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | — | — | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.09% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.09% | — | +21.19% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.09% | — | +78.15% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.08% | — | +28725.00% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.08% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.08% | -0.02% | +49.43% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.07% | — | +159.36% | |
| 50 | TDY | Teledyne Technologies INC | 股票-科技 | 0.07% | — | — |