CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 715 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 | 13.89% | +1.44% | +1.75% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.75% | — | -0.07% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 4.55% | -0.61% | +13.94% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.25% | +0.11% | +3.18% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.62% | -0.34% | -8.95% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.45% | +0.07% | +4.06% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.34% | — | +0.08% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.29% | +0.05% | +4.76% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.12% | +0.01% | +6.06% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.00% | -0.18% | +4.21% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.72% | +0.05% | -3.07% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.19% | +0.03% | +4.36% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.78% | — | +0.60% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.76% | +0.04% | +7.58% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.63% | — | +3.95% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.54% | +0.03% | +3.26% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.50% | — | +1.15% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.41% | -0.11% | +0.06% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.37% | — | +0.94% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.30% | -0.02% | +1.67% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.15% | +0.04% | +0.03% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.04% | +5.38% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.00% | -0.05% | +2.51% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.00% | +0.01% | +4.08% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.92% | +0.04% | -1.99% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.91% | +0.13% | -0.43% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.84% | -0.06% | +3.28% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | — | +0.71% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.71% | — | -2.63% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.71% | — | -1.51% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.70% | — | +28.18% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | +1.62% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | — | -4.08% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | +0.04% | +6.60% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | -0.02% | +2.87% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.51% | — | -6.70% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.50% | — | -2.03% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.49% | +0.04% | -2.82% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +5.71% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | — | -4.62% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | — | +2.64% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | +0.04% | -0.60% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | — | +10.12% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.39% | — | -1.72% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.37% | — | +5.54% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.35% | — | -8.39% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.33% | +0.03% | +6.03% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | -0.69% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.32% | — | +1.27% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.32% | — | +0.23% |