CIK: 0001765536
申报总市值
US$78.5亿
仅显示前 200 大持股（共 706 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 | 11.69% | — | +2.34% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.68% | -0.31% | -0.58% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.39% | — | +5.11% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.29% | +0.01% | +28.72% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | — | +250.66% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.12% | +0.03% | +4.25% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.96% | — | +35.88% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.82% | +0.18% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.45% | +26.97% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | — | +33.32% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | — | +15.44% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | — | +13.58% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.25% | -0.19% | +16.49% | |
| 14 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.02% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.00% | — | +1000.52% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.00% | — | -3.11% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | +0.04% | +2.49% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | +85.46% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.85% | — | +765.03% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +31.05% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | +10.21% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.80% | — | +0.37% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.79% | — | +235.89% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | +0.10% | -0.92% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.71% | — | +183.30% | |
| 26 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.71% | — | -11.97% | |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.69% | — | +584.04% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | — | +33.76% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | +0.01% | -24.03% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.65% | — | +109.40% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +99.22% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.64% | — | +4808.62% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | +27.23% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.57% | — | — | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | — | +14.62% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +5.04% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.50% | — | +47.80% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +9.32% | |
| 39 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.46% | — | +232.58% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.45% | +0.06% | +3.46% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.08% | +5.78% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.43% | — | +84.19% | |
| 43 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.41% | +0.06% | +79.04% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -1.60% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | +0.38% | +14.34% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +3.34% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.39% | — | +0.08% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | +17.64% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | — | +11.00% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | — | +131.77% |