CIK: 0001773830
申报总市值
US$17.2亿
仅显示前 200 大持股（共 226 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 | 29.82% | +1.44% | +0.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.87% | -0.61% | +6.17% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.99% | +0.11% | +3.89% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.60% | -0.34% | +2.94% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.97% | +0.03% | +1.61% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.01% | +0.05% | +2.68% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.70% | -0.18% | +2.79% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.10% | +0.29% | +6.12% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.72% | +0.05% | -4.01% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.64% | +0.07% | +0.74% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.49% | +0.03% | +4.08% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.44% | — | +2.75% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.32% | — | -1.28% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.22% | — | -2.21% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | -0.05% | -1.54% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.14% | — | -2.52% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.02% | — | +8.33% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | -0.02% | +0.21% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.87% | -0.06% | +6.62% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.04% | -2.11% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.79% | — | -4.21% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | — | +2.79% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.73% | — | -5.33% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.67% | +0.04% | +5.39% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | -0.02% | +19.72% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | -0.02% | +0.42% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.63% | +0.13% | -0.93% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.62% | +0.04% | +1.72% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | +0.01% | -0.65% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.56% | +0.04% | -2.38% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | +1.95% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | +0.47% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.47% | — | +20.94% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.46% | — | +12.24% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.45% | -0.11% | +3.47% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.44% | — | +3.50% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | +0.04% | — | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.42% | +0.04% | -6.71% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | — | +5.90% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | — | — | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.35% | +0.02% | +3.49% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.35% | — | -4.64% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.03% | -1.61% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | -10.99% | |
| 45 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.27% | -0.09% | — | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | — | -0.25% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.25% | — | -13.18% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.25% | — | -4.62% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.25% | +0.07% | -4.97% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.23% | — | — |