CIK: 0001765536
申报总市值
US$78.5亿
仅显示前 200 大持股（共 221 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 | 33.39% | — | +0.96% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 14.37% | -0.31% | +2.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.72% | — | +3.25% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.47% | — | +35.58% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.34% | +0.03% | +1.97% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.82% | — | +27.67% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.71% | — | +1.93% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.24% | — | +3.30% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.93% | — | +30.59% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.58% | — | +25.66% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | — | +460.04% | |
| 12 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 1.43% | — | +0.10% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.27% | — | +25.63% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.18% | — | +306.87% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.19% | +7.59% | |
| 16 | INTF | Ishares International Equity | ETF-其他 | 1.12% | — | +23.62% | |
| 17 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.10% | — | +0.02% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.04% | +0.01% | +92.73% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.45% | +123.74% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | +0.01% | +1.80% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.58% | — | +0.78% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.51% | — | +1.49% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.49% | — | +22.56% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +3.41% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +30.25% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | -0.19% | +43.32% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.38% | — | +17.36% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.37% | +0.11% | +31.78% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | — | +13.80% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | +0.04% | +118.54% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.33% | — | +63.44% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +59.39% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | +18.80% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.27% | — | -14.93% | |
| 35 | PENN | Penn Entertainment INC | 股票-周期性消费 | 0.27% | — | — | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.25% | — | +566.42% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +253.08% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | +0.18% | +112.55% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.22% | — | +1.89% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.21% | — | +25.96% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.20% | — | -0.25% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.19% | — | +6.45% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.16% | +0.09% | -3.29% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.16% | — | +344.50% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.16% | — | +72.70% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.16% | — | +0.98% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.16% | — | +122.25% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.15% | — | +64.88% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.15% | — | — | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.15% | +0.11% | +107.87% |