CIK: 0001871734
申报总市值
US$3.9亿
仅显示前 200 大持股（共 284 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 | 21.64% | -1.05% | +0.64% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 10.79% | -0.15% | +2.88% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.43% | +0.21% | +3.35% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.52% | +0.17% | +0.06% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.04% | -0.05% | +6.49% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.06% | -0.01% | -2.94% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.20% | +0.17% | +2.98% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-其他 | 3.00% | -0.04% | +36.00% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.37% | -0.04% | +5.62% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.29% | — | +8.91% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.08% | — | +13.18% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.06% | — | +0.01% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.85% | — | +4.63% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.81% | +0.13% | +5.05% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.54% | -0.04% | +2.93% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.48% | +0.33% | -2.04% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.43% | +0.01% | +15.64% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.24% | — | +19.51% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.22% | — | +6.19% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +1.99% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.99% | +0.08% | -6.88% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.03% | — | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | — | -2.28% | |
| 24 | REET | Ishares Global Reit ETF | ETF-其他 | 0.80% | -0.03% | -3.15% | |
| 25 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.80% | — | -8.21% | |
| 26 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.69% | -0.07% | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.65% | -0.04% | -6.14% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.61% | — | -6.70% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.46% | +0.25% | +86.57% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | — | -15.34% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | +0.02% | -0.23% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.39% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | -0.03% | +2.73% | |
| 34 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.36% | — | +31.70% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.36% | — | +0.21% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.31% | — | -4.20% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.08% | +2.68% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | — | — | |
| 39 | AVDE | Avantis International Equity | ETF-其他 | 0.27% | +0.02% | -3.27% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.26% | — | -20.93% | |
| 41 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.26% | -0.06% | EXIT | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.25% | — | +2.06% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.23% | +0.26% | +437.94% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | — | -7.41% | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.23% | — | — | |
| 46 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.22% | +0.11% | +17.97% | |
| 47 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.21% | +0.13% | +2727.13% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.20% | — | -3.93% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | -0.07% | +4.23% | |
| 50 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.17% | — | +0.32% |