CIK: 0001799964
申报总市值
US$4.8亿
仅显示前 200 大持股（共 442 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 | 15.37% | — | +4.72% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.39% | — | -5.91% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 6.01% | -0.17% | -2.30% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.15% | +0.24% | -17.54% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.51% | — | +6.53% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.41% | -0.31% | -0.20% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.32% | +0.36% | +18.37% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.20% | +0.06% | -11.90% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.51% | -0.16% | -7.21% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.05% | — | +4.98% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.00% | +0.14% | +37.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | -0.49% | -10.26% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.84% | +0.02% | +13.06% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.78% | — | -13.02% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.76% | — | +8.08% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.74% | +0.16% | +7.29% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.62% | — | -11.39% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.61% | — | -11.47% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.32% | — | -41.95% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.14% | -0.09% | -12.03% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.01% | — | -17.47% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | — | -10.01% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事业 | 0.90% | +0.07% | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.81% | +0.13% | +27.56% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | — | -2.41% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.22% | +14.32% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | — | — | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.71% | -0.12% | +9.18% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.17% | -1.95% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.64% | +0.06% | +7.32% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.61% | — | +8.77% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | -6.53% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.58% | — | -9.06% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.21% | +2.46% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.51% | — | -7.58% | |
| 36 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.50% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | +351.58% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.47% | +0.15% | -28.24% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.47% | +0.03% | -28.28% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | — | -3.49% | |
| 41 | NSC | Norfolk Southern CORP | 股票-工业 | 0.46% | — | — | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.46% | — | -20.41% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -17.56% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | +87.54% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.08% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | +30.69% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.36% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | +0.04% | -0.37% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.32% | — | — |