CIK: 0001871734
申报总市值
US$3.9亿
仅显示前 200 大持股（共 241 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 | 26.77% | -1.05% | +6.14% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 12.57% | -0.15% | +13.84% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.30% | +0.17% | +2.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.72% | +0.21% | +4.27% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.24% | -0.05% | +8.68% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.18% | +0.33% | +14.25% | |
| 7 | REET | Ishares Global Reit ETF | ETF-其他 | 2.50% | -0.03% | +1.23% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.35% | — | +10.54% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.21% | -0.04% | +3.94% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.18% | +0.08% | -0.66% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.02% | — | +23.98% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.86% | — | -5.55% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.84% | +0.13% | +12.26% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.76% | — | -3.50% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.72% | -0.04% | +7.60% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | +0.03% | — | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.98% | — | +63.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | — | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.97% | — | +19.59% | |
| 20 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.79% | -0.06% | EXIT | |
| 21 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.78% | — | +32.61% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.03% | +12.69% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | — | — | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | -1.64% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | -0.17% | EXIT | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | +0.02% | +82.12% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.42% | — | — | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.41% | — | — | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.39% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | -0.08% | -10.58% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | -0.04% | +140.45% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.31% | — | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.25% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.21% | -0.10% | — | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.20% | — | — | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.20% | — | — | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.19% | — | +10.38% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.19% | — | +96.80% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | -0.07% | -7.18% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.17% | +0.17% | +30.65% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.16% | — | — | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.16% | — | -5.27% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.15% | +0.11% | +34.24% | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.14% | +0.02% | +42.15% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.14% | — | -3.73% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.13% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.13% | — | +3.85% | |
| 49 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.13% | — | +45928.57% | |
| 50 | NFG | National Fuel Gas Co | 股票-能源 | 0.11% | — | — |