CIK: 0001961632
申报总市值
US$3.1亿
仅显示前 200 大持股（共 502 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 | 19.98% | -0.55% | +0.14% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 11.07% | -0.52% | +2.15% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 10.02% | -0.24% | +0.22% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.61% | -0.45% | +2.17% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.01% | -0.09% | +4.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.26% | -0.21% | +4.22% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 3.51% | — | -0.21% | |
| 8 | AVDE | Avantis International Equity | ETF-其他 | 2.69% | — | +24.84% | |
| 9 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.42% | -0.31% | +4.14% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.14% | -0.20% | +8.46% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.69% | — | +0.55% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.57% | — | +13.45% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.55% | — | -42.13% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.15% | — | +1.14% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | +5.00% | -0.88% | |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.86% | — | +16.38% | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.79% | — | +9.18% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | — | -0.22% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.71% | — | -1.49% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | +26.83% | |
| 21 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.66% | — | — | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.62% | — | -3.41% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | — | +2.24% | |
| 24 | RJF | Raymond James Financial INC | 股票-金融 | 0.57% | -0.87% | +0.07% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | +0.56% | |
| 26 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.55% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -7.93% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | -0.01% | -0.19% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -0.74% | -42.07% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | — | -0.54% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.38% | — | -3.91% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.37% | — | +0.78% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | +0.03% | +0.10% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.31% | — | -22.69% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.28% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | +0.01% | +0.02% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | — | +608.82% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.26% | — | — | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.24% | — | -17.51% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.24% | -0.05% | -10.57% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.12% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.22% | +0.01% | +18.93% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.21% | -0.04% | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.20% | -0.02% | +0.02% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.16% | — | +57.57% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | +0.04% | |
| 48 | DTE | Dte Energy Company | 股票-公用事业 | 0.16% | -0.06% | +5.21% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.16% | -0.03% | +7.90% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.15% | +0.01% | +0.72% |