CIK: 0001961632
申报总市值
US$3.1亿
仅显示前 200 大持股（共 523 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 15.45% | -0.55% | +10.65% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 13.50% | -0.24% | +5.20% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.56% | -0.52% | +13.97% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.91% | -0.21% | +7.92% | |
| 5 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.60% | — | +1.87% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.13% | -0.45% | +13.66% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.67% | -0.20% | +1.07% | |
| 8 | AVDE | Avantis International Equity | ETF-其他 | 2.35% | — | +7.89% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.13% | — | -9.95% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.96% | — | +8.99% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.80% | — | +25.64% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -0.09% | -5.36% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.55% | — | +11.95% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.51% | — | -0.62% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | +5.00% | -0.31% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | — | +9.42% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | — | -0.66% | |
| 18 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.08% | — | — | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 1.06% | — | +4.78% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.02% | — | -0.31% | |
| 21 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.96% | — | +122.44% | |
| 22 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.92% | — | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.85% | — | -14.51% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | -0.84% | |
| 26 | RJF | Raymond James Financial INC | 股票-金融 | 0.79% | -0.87% | +0.09% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | +3.07% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | +0.03% | -1.13% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.01% | +0.09% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | — | +1.02% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | — | +1.51% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.57% | — | -1.23% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.50% | +0.41% | -32.09% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.44% | — | +0.40% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | +0.03% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.40% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | +0.01% | -8.50% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | -0.05% | +1.17% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | +17.75% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | -0.74% | +5555.56% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.30% | -0.04% | — | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.30% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | +0.01% | — | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.27% | -0.02% | -38.31% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.01% | — | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.26% | — | — | |
| 47 | DTE | Dte Energy Company | 股票-公用事业 | 0.26% | -0.06% | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | -0.50% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.23% | -0.03% | -1.08% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.23% | — | -25.02% |