CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 225 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 | 26.91% | +1.44% | -1.33% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.66% | -0.61% | +5.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.61% | +0.11% | +3.11% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.37% | -0.34% | -1.22% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.13% | +0.03% | -3.07% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.08% | +0.05% | +1.82% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.07% | -0.18% | -0.24% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.08% | +0.07% | -12.69% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.94% | +0.05% | -19.99% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | — | -3.47% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.44% | — | -2.44% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.43% | +0.03% | -2.25% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.42% | — | -2.29% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.36% | +0.04% | -25.45% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.20% | -0.02% | -0.64% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.17% | +0.29% | +87.48% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | +0.04% | -0.87% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | -0.05% | -3.19% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.91% | — | +3.40% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.91% | — | -32.67% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | — | +1.01% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | — | +3.13% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.83% | -0.06% | -8.57% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.82% | +0.04% | -5.60% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | — | -3.57% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.78% | — | +0.81% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.78% | +0.13% | -11.02% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | +0.01% | +10.04% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | -0.02% | +1.36% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.68% | +0.04% | -40.28% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | +0.04% | -29.31% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.65% | +0.04% | -13.51% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | -8.19% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.61% | — | +3.04% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | -0.11% | -7.17% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.56% | -0.02% | +6.06% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.50% | — | +0.36% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.47% | — | -43.53% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.47% | — | -7.15% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.42% | — | -16.79% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.41% | — | -4.84% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | +0.04% | -0.04% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.34% | — | +9.40% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | -12.94% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.03% | -5.85% | |
| 46 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.31% | +0.02% | -0.63% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | -0.13% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.29% | — | -24.99% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | — | -8.34% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.25% | +0.07% | — |