CIK: 0001871734
申报总市值
US$3.9亿
仅显示前 200 大持股（共 286 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 | 21.01% | -1.05% | +0.55% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 10.61% | -0.15% | -1.50% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.19% | +0.21% | +2.09% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.75% | +0.17% | +3.90% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.94% | -0.05% | -1.54% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.05% | -0.01% | +1.05% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-其他 | 3.36% | -0.04% | +21.69% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.31% | +0.17% | +8.65% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.31% | — | +1.79% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.19% | -0.04% | -4.33% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.13% | — | +5.57% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.00% | — | -1.22% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.83% | — | +2.48% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.80% | +0.13% | +2.38% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.52% | +0.33% | +4.82% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.52% | -0.04% | +2.80% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.47% | +0.01% | +2.58% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.33% | — | +8.97% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.27% | — | +4.31% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | +0.03% | — | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.97% | — | -1.28% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.96% | +0.08% | -0.18% | |
| 23 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.87% | -0.07% | +31.22% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.86% | — | -0.49% | |
| 25 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.71% | — | -2.96% | |
| 26 | REET | Ishares Global Reit ETF | ETF-其他 | 0.70% | -0.03% | -4.81% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.63% | +0.25% | +49.46% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.61% | -0.04% | -2.35% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.08% | +104.28% | |
| 30 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.44% | — | +27.15% | |
| 31 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.39% | +0.13% | +91.29% | |
| 32 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.39% | — | -34.65% | |
| 33 | DFIV | Dimensional International Va | ETF-其他 | 0.39% | — | +0.35% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | +0.02% | +0.04% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.03% | -0.05% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | — | -19.45% | |
| 37 | AVDE | Avantis International Equity | ETF-其他 | 0.36% | +0.02% | +37.72% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.35% | — | +3.49% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.33% | — | +28.40% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.28% | — | +41.88% | |
| 41 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.27% | +0.11% | +29.45% | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.26% | +0.26% | +14.74% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | — | +6.88% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.24% | — | -13.30% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.24% | — | -0.23% | |
| 46 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.22% | — | -1.08% | |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.20% | -0.06% | EXIT | |
| 48 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.19% | +0.17% | +56.51% | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.18% | — | -18.43% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | -0.07% | — |