CIK: 0001871734
申报总市值
US$3.9亿
仅显示前 200 大持股（共 288 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 | 21.11% | -1.05% | +3.93% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 12.57% | -0.15% | -1.73% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.57% | +0.17% | +2.71% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.21% | +0.21% | +14.39% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.96% | -0.05% | +16.36% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.79% | -0.01% | -1.50% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.00% | +0.17% | +45.90% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 2.29% | — | -0.80% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.19% | — | +6.07% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.16% | -0.04% | +16.06% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-其他 | 2.10% | -0.04% | +308.00% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.73% | +0.33% | +24.06% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.72% | +0.13% | +10.15% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.58% | — | +28.83% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.47% | -0.04% | +9.10% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.29% | — | +348.24% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.23% | +0.08% | -4.89% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.03% | -27.52% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.11% | — | +97.72% | |
| 20 | REET | Ishares Global Reit ETF | ETF-其他 | 1.06% | -0.03% | -38.42% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.03% | — | -43.36% | |
| 22 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.01% | — | -2.75% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.01% | — | +12.02% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.96% | -0.04% | -44.52% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.94% | +0.01% | +670.80% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.86% | — | -13.69% | |
| 27 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.82% | -0.07% | +75.42% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.77% | — | +24.42% | |
| 29 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.46% | -0.06% | EXIT | |
| 30 | DFIV | Dimensional International Va | ETF-其他 | 0.45% | — | -0.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | -2.15% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.03% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | +0.02% | +50.66% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.38% | — | -2.45% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.29% | — | — | |
| 37 | AVDE | Avantis International Equity | ETF-其他 | 0.29% | +0.02% | +30.20% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.28% | — | -1.71% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.28% | — | +1.39% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.26% | — | — | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | -0.08% | +2.88% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.22% | — | -3.15% | |
| 43 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.22% | — | +30.05% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | -0.07% | -1.07% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.18% | — | -9.97% | |
| 46 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.18% | +0.11% | +11.08% | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.16% | — | -2.80% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.15% | — | -14.94% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.13% | -0.10% | — | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.13% | +0.11% | +7.38% |