CIK: 0001909750
申报总市值
US$4.3亿
仅显示前 200 大持股（共 410 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 19.14% | — | +1.40% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 13.26% | -0.14% | -0.11% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.79% | +1.21% | +4.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.95% | -0.97% | +250.92% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.79% | +1.69% | +3.12% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.48% | -0.34% | +170.49% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.13% | -0.41% | -0.76% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.83% | +0.03% | -2.78% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.24% | -2.13% | EXIT | |
| 10 | IDV | Ishares International Select | ETF-其他 | 1.56% | -0.08% | -12.12% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.18% | -1.56% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | — | +4.25% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | — | +1.51% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 0.95% | -0.11% | +1.06% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.84% | +0.06% | +0.83% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.83% | +0.12% | +4.29% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.82% | -0.07% | -10.15% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 0.78% | -0.52% | EXIT | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | +51.41% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.70% | -0.08% | +0.35% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | +2.68% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | -0.29% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | -0.10% | -0.30% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.62% | — | +0.18% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | — | +0.01% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | +1.62% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.56% | — | +2.61% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | +2.35% | |
| 29 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.54% | -0.05% | -25.92% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | +0.05% | -0.56% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | — | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.49% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | +20.93% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +7.90% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.04% | — | |
| 36 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.40% | — | +0.19% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | — | +1.71% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.36% | — | +0.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | -0.31% | EXIT | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.35% | — | +8.63% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -0.40% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | — | +0.05% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.30% | +0.04% | +36.22% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.30% | — | — | |
| 45 | T | At&t INC | 股票-通信服务 | 0.30% | +0.05% | +3.46% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | +11.82% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | -0.04% | +14.92% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | +0.79% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.27% | — | +0.06% | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.27% | — | — |