CIK: 0001949059
申报总市值
US$7.4亿
| # | 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 27.70% | -1.81% | +40.18% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-其他 | 6.46% | — | +50.69% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.18% | +0.06% | +64.54% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.62% | -0.34% | +491.31% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.42% | -0.34% | +35.44% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.02% | -0.18% | +55.82% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.01% | +2.48% | +72.92% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.59% | -0.08% | +44.16% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.94% | — | +20.84% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.77% | +0.03% | +72.86% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.73% | — | +40.01% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.72% | +0.05% | +140.08% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.66% | -0.07% | +80.55% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | +56.81% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | +0.79% | +1087.02% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.33% | +0.05% | +60.91% | |
| 17 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 1.30% | -0.11% | +153.29% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.16% | — | +32.26% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.14% | — | +61.51% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.08% | -0.09% | +873.98% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.02% | — | +72.62% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.54% | +165.50% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.91% | -0.04% | +510.08% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.86% | — | +177.26% | |
| 25 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.86% | +0.13% | +42.37% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | — | +66.36% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.84% | — | +100.25% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +86.12% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | +51.79% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.10% | +384.16% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | — | +51.39% | |
| 32 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.63% | — | +100.60% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | +0.07% | +103.00% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.08% | +0.83% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | +95.55% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | -0.08% | — | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | -0.06% | +69.66% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.55% | +0.18% | +1035.35% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +90.86% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.49% | — | +112.70% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.41% | -0.10% | +381.75% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | +573.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +529.46% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.16% | +0.35% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | +37.36% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.33% | — | +91.87% | |
| 48 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.31% | +0.03% | +82.04% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.30% | — | +33.60% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +33.37% |