CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 213 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 | 14.95% | +1.44% | +4.76% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.68% | -0.61% | +102.43% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 5.26% | -0.34% | +52.79% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.44% | +0.11% | +5.02% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.68% | +0.01% | +14.98% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.52% | +0.05% | +3.90% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.41% | +0.07% | -0.94% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.35% | -0.18% | +18.03% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.28% | — | -3.30% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.74% | +0.05% | -1.31% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.21% | +0.03% | +0.83% | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.93% | +0.04% | +12.72% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.73% | — | -1.60% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.59% | — | +3.77% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.55% | — | -0.25% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | — | -0.33% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.32% | +0.03% | -9.38% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.25% | -0.02% | -7.40% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.13% | +0.04% | -0.92% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.10% | +0.13% | +304.94% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.03% | +0.01% | +0.38% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.00% | -0.05% | +3.08% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.96% | +0.04% | -6.61% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | +0.04% | -0.35% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.86% | -0.06% | +7.29% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | — | +4.90% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.73% | — | +10.88% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.73% | — | -1.61% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | -0.21% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.04% | -0.35% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | -0.02% | +4.25% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | -0.11% | -58.21% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -0.95% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.52% | +0.04% | +1.05% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | — | +68.08% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.50% | — | +3.67% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.47% | — | +0.23% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | +0.04% | +0.01% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | -0.25% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | — | +2.42% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.44% | — | -13.46% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.40% | — | -0.95% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.39% | — | +10.56% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +1.62% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.37% | — | +426.05% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | +0.03% | -1.04% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.33% | — | -2.60% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | +2.71% | |
| 49 | TAN | Invesco Solar ETF | ETF-其他 | 0.31% | — | — | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.29% | — | +0.31% |