CIK: 0001871734
申报总市值
US$3.9亿
仅显示前 200 大持股（共 245 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 | 21.35% | -1.05% | +3.11% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 11.43% | -0.15% | -1.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.55% | +0.21% | +6.18% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.09% | +0.17% | +0.65% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.13% | -0.05% | +11.21% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.36% | -0.01% | -0.59% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.38% | +0.17% | +19.96% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-其他 | 2.40% | -0.04% | +23.83% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.28% | — | +11.33% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.24% | -0.04% | +6.10% | |
| 11 | DFAT | Dimensional US Target Value | ETF-其他 | 2.12% | — | -0.05% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.88% | — | +51.13% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.87% | — | +23.32% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.80% | +0.13% | +16.16% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.63% | +0.33% | -0.62% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.59% | -0.04% | +10.99% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.27% | +0.01% | +48.08% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.25% | — | +31.78% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.14% | +0.08% | -2.42% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.10% | — | +2.94% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | +0.03% | -0.54% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.99% | — | -0.55% | |
| 23 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.89% | — | -0.34% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.89% | — | -13.47% | |
| 25 | REET | Ishares Global Reit ETF | ETF-其他 | 0.89% | -0.03% | -9.48% | |
| 26 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.75% | -0.07% | -3.41% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.71% | -0.04% | -19.03% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.70% | — | -1.31% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | — | -0.63% | |
| 30 | DFIV | Dimensional International Va | ETF-其他 | 0.41% | — | -6.40% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | +0.02% | -6.62% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.38% | — | — | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 0.36% | — | -0.74% | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.36% | -0.06% | EXIT | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.03% | -2.51% | |
| 36 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.30% | — | +43.53% | |
| 37 | AVDE | Avantis International Equity | ETF-其他 | 0.30% | +0.02% | +4.21% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | — | — | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.28% | — | — | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.27% | — | -1.52% | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.26% | +0.25% | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | -0.08% | -2.80% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.23% | — | -11.82% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.22% | — | +0.02% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | — | +4.94% | |
| 46 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.19% | +0.11% | +16.26% | |
| 47 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.18% | — | +78.81% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.07% | -1.27% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.15% | — | — | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.15% | — | — |