CIK: 0001914558
申报总市值
US$29.6亿
仅显示前 200 大持股（共 643 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.61% | +0.63% | +1.33% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 8.76% | -0.41% | -2.57% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 8.52% | +0.70% | -0.64% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.77% | -0.40% | -0.97% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.48% | +0.11% | -1.05% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 4.27% | -0.55% | -1.43% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 3.52% | +0.15% | +1.28% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 3.01% | -0.31% | -0.52% | |
| 9 | REET | Ishares Global Reit ETF | ETF-其他 | 2.68% | +0.09% | +2.93% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.76% | — | +7.47% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.16% | +0.02% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.15% | — | +9.00% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 1.11% | +0.04% | +20.09% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | — | +4.51% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | — | -2.47% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.82% | +0.04% | +1.35% | |
| 17 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.65% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | +16.38% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | -0.27% | -1.40% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.13% | +16.13% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | — | +4.78% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.07% | +7.49% | |
| 23 | TILT | Flexshares Morningstar US Ma | ETF-其他 | 0.55% | — | -0.19% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | -0.13% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | — | +449.72% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | -3.85% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | +0.15% | +5.22% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.45% | — | +1243.05% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.40% | — | +0.24% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | +0.08% | -6.33% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.40% | — | -0.38% | |
| 32 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.38% | — | +0.78% | |
| 33 | ARDT | Ardent Health INC | 股票-其他 | 0.36% | -0.17% | — | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | -0.11% | +20.41% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | -0.11% | +43.85% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.34% | — | -1.06% | |
| 37 | ADSK | Autodesk INC | 股票-科技 | 0.34% | — | -9.26% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.33% | -0.05% | -0.06% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | +0.10% | +3.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.32% | -0.08% | -0.68% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.29% | +0.04% | +0.29% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.29% | — | +61.91% | |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.29% | — | +1.48% | |
| 44 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.29% | -0.27% | +34.92% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.28% | +0.04% | +33.73% | |
| 46 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.27% | +0.07% | +1416.91% | |
| 47 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.27% | -0.27% | +38.51% | |
| 48 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.26% | +0.07% | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | +0.07% | +46.12% | |
| 50 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.26% | — | -0.07% |