CIK: 0001822632
申报总市值
US$10.1亿
仅显示前 200 大持股（共 228 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 21.02% | -1.16% | -8.10% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.40% | -0.15% | -23.23% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 9.64% | +0.29% | -7.62% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 8.06% | +0.46% | -24.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 7.04% | -0.71% | -8.35% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.85% | +0.76% | -10.63% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.77% | -0.21% | +42971.36% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.91% | -0.10% | +6.23% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.53% | +0.02% | — | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.63% | +0.05% | +120279.85% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.56% | — | +10656.23% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.55% | +0.02% | -0.40% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.30% | +0.11% | -40.77% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.26% | -0.07% | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.09% | — | +0.55% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | +0.01% | +2.22% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | -0.02% | +0.67% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +0.64% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.71% | +0.01% | NEW | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.07% | -14.95% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.08% | +0.80% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.09% | +0.87% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.53% | +0.07% | +22962.58% | |
| 24 | DE | Deere & Co | 股票-工业 | 0.51% | +0.02% | -1.53% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.03% | +0.64% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | -0.01% | +0.58% | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 0.35% | +0.02% | +1.01% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | +0.04% | +0.91% | |
| 29 | CTAS | Cintas CORP | 股票-工业 | 0.35% | -0.01% | +0.29% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 0.33% | — | +0.81% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.33% | -0.01% | — | |
| 32 | TGT | Target CORP | 股票-周期性消费 | 0.32% | — | +0.71% | |
| 33 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.31% | -0.10% | +0.65% | |
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.31% | — | +0.66% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | — | +0.86% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.29% | -0.03% | -13.12% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | +0.03% | +1.47% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.27% | — | +0.53% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.26% | — | +0.55% | |
| 40 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.25% | +0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.01% | — | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.22% | +0.02% | +0.88% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | -0.04% | +0.31% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.22% | -0.02% | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.21% | +0.02% | +0.27% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.19% | — | +0.64% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.18% | -0.01% | +0.18% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | -22.08% | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.16% | — | +1.12% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.15% | — | -54.69% |