CIK: 0001765536
申报总市值
US$78.5亿
仅显示前 200 大持股（共 248 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 | 30.54% | — | -1.49% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 13.99% | -0.31% | +4.65% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.08% | — | +1.58% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.63% | +0.03% | -1.22% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.95% | — | +4.63% | |
| 6 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 2.90% | — | -3.01% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.62% | — | +15.28% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.08% | — | -39.98% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.64% | +0.01% | -10.05% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.57% | — | -51.33% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.45% | -0.19% | -1.08% | |
| 12 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.27% | — | -0.02% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | — | -9.70% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | — | -11.11% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.45% | -16.60% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.94% | — | -6.50% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.65% | — | +350.08% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | +3.09% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | — | +2.29% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +3.12% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.50% | — | -73.17% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +0.10% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +2.78% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | +0.01% | -30.81% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | -3.57% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.41% | — | +15.70% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.38% | — | -0.38% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.38% | — | -1.98% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.36% | — | +617.90% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | -17.45% | |
| 31 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.34% | — | +3.61% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | -0.90% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | -37.94% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.33% | — | -27.64% | |
| 35 | SEA1EUR | Seabridge Gold INC | 股票-其他 | 0.32% | — | +23.18% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.30% | — | +0.31% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.30% | — | +0.48% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.30% | — | +963.13% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.30% | — | -23.96% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.29% | — | -6.77% | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.29% | — | -16.34% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.27% | -0.19% | +2.51% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | +0.06% | -28.44% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.24% | — | +1.17% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.24% | +0.08% | +111.04% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.24% | — | -19.26% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.24% | — | -0.49% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | +6.46% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | — | -16.63% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.21% | — | -1.55% |