CIK: 0001765536
申报总市值
US$78.5亿
仅显示前 200 大持股（共 809 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 | 11.36% | — | +8.60% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.21% | -0.31% | +2.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.62% | -0.19% | +136.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.36% | — | +3.44% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.35% | +0.01% | +37.66% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | — | +22.82% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.45% | +11.99% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.00% | — | +14.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.77% | — | +42.51% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | — | +9.02% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | +0.03% | -2.73% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | — | +3.31% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | — | +69.11% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | — | +34.91% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | +0.04% | +2.89% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.99% | — | +60.33% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.90% | — | +6.21% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | +0.01% | +41.81% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.85% | — | +27.83% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | — | +15.07% | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.82% | — | -1.23% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.73% | +0.18% | -50.13% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.70% | — | +16.04% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.67% | — | +11.10% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.66% | — | +13357.04% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.66% | — | -6.81% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.64% | +0.06% | +7.37% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | +0.10% | -0.55% | |
| 29 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.59% | — | -11.13% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | +12.42% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +8.13% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | -2.43% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | — | -1.93% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.54% | — | +2.57% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.53% | — | +5190.43% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.52% | — | -4.88% | |
| 37 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.52% | — | +70.05% | |
| 38 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.51% | — | +1.73% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.51% | — | +101.83% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | +0.38% | +33.26% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | — | +53.93% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | +264.21% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +10.39% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.46% | — | +2.16% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.42% | — | +226.42% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | +0.18% | +19.63% | |
| 47 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.39% | — | -1.78% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | +0.36% | +36.57% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | +14.28% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | — | +5.24% |