CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 243 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 | 21.54% | +1.44% | +35.72% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.89% | -0.61% | +6.95% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 5.09% | -0.34% | +4.72% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.83% | +0.11% | -16.30% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.71% | +0.03% | +82.60% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.59% | -0.18% | +8.72% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.18% | +0.05% | -2.46% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.70% | +0.05% | -1.35% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 2.47% | +0.04% | +5.17% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.44% | +0.07% | -22.57% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | — | -29.34% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.62% | +0.03% | +7.92% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.55% | — | +10.03% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.43% | — | +10.53% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.33% | — | -0.74% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.29% | — | +0.39% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.19% | +0.04% | -1.11% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.13% | -0.02% | +0.55% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.01% | -0.05% | -2.93% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.97% | +0.13% | +1.14% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.94% | +0.04% | -1.11% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.04% | -0.18% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.89% | -0.06% | +8.94% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.78% | — | +9.94% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.70% | — | +3.63% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | — | +2.10% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | -0.02% | +7.60% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | +1.75% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.58% | +0.01% | +0.32% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.04% | +1.09% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +0.76% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.50% | — | +2.03% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | — | -1.63% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.47% | — | +0.18% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | +0.04% | -2.84% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | — | +0.27% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.46% | — | +13.55% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | +0.04% | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | — | +0.27% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.42% | -0.11% | +2.17% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | +295.13% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.42% | — | -0.13% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | +1.10% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | +0.03% | +1.61% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.33% | — | -0.67% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.28% | — | +8.30% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | +0.31% | |
| 48 | TAN | Invesco Solar ETF | ETF-其他 | 0.27% | — | -1.71% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.26% | — | +3.30% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.23% | +0.01% | — |