CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 242 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 | 20.54% | +1.44% | -1.11% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.70% | -0.61% | -4.00% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.67% | -0.34% | -4.47% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.87% | +0.11% | +9.24% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.61% | -0.18% | +0.80% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.38% | +0.03% | -0.34% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.19% | +0.05% | +5.67% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.47% | +0.05% | -0.33% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.24% | +0.07% | +4.11% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 2.23% | +0.04% | -3.54% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.90% | — | +0.77% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.71% | — | +3.00% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.68% | +0.03% | -0.51% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | — | -1.61% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | +12.65% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.20% | -0.02% | -0.46% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.13% | +0.04% | +0.81% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.12% | -0.05% | +2.95% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.07% | — | -22.33% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.97% | +0.13% | -6.88% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.95% | -0.06% | +1.14% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.92% | +0.04% | +14.39% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | -0.11% | +131.72% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.87% | +0.04% | +1.87% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.85% | — | +15.84% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.85% | — | +1.61% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +36.69% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.75% | — | +11.60% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.74% | -0.02% | +558.56% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | -4.66% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.59% | -0.02% | -13.74% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.57% | +0.04% | +21.71% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.57% | +0.01% | +0.35% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | +0.04% | +0.29% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +11.73% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.46% | — | +175.66% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.45% | — | +387.48% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | — | -5.69% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.43% | — | +0.24% | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.42% | — | -8.76% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | -12.26% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | +0.04% | -0.85% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.38% | — | +1.51% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.38% | — | -0.59% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | — | -3.87% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.32% | — | +10.68% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.03% | -2.14% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.30% | — | +6.27% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.28% | — | +7.10% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | -12.62% |