CIK: 0001952722
申报总市值
US$2.7亿
仅显示前 200 大持股（共 384 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 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 9.14% | -0.68% | +6.79% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 8.15% | -0.27% | +4.31% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.76% | +0.36% | +4.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.95% | +0.52% | -3.60% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.93% | +0.69% | +1.32% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-其他 | 5.90% | +2.02% | -7.24% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 5.87% | +0.39% | -5.10% | |
| 8 | VDE | Vanguard Energy ETF | ETF-其他 | 5.42% | +0.78% | -15.83% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-其他 | 5.36% | +0.89% | -7.41% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.25% | +0.91% | +1.66% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.86% | -0.69% | +2.42% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.63% | -0.78% | +27.97% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.61% | -1.09% | +31.21% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.07% | +0.85% | +0.12% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.81% | -0.71% | +27.35% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.78% | -0.70% | +34.67% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.40% | -0.53% | +25.28% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.36% | -0.55% | +30.55% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.65% | -0.39% | +22.41% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.65% | -0.18% | +21.99% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.25% | -0.19% | -0.02% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.18% | -0.47% | +93.39% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 0.79% | +0.03% | +0.79% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | — | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | +0.09% | +0.22% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | +0.02% | +1.23% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | -0.05% | +3.89% | |
| 28 | MSI | Motorola Solutions INC | 股票-科技 | 0.17% | — | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.16% | -0.09% | -0.39% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.15% | -0.04% | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.15% | -0.11% | — | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.13% | +0.01% | +0.01% | |
| 33 | NTNX | Nutanix INC - A | 股票-科技 | 0.12% | -0.03% | -51.33% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.10% | — | — | |
| 35 | BLK | Blackrock INC | 股票-金融 | 0.10% | — | — | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.09% | -0.07% | — | |
| 38 | MNKD | Mannkind CORP | 股票-其他 | 0.07% | -0.03% | — | |
| 39 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.06% | — | — | |
| 40 | GE | General Electric | 股票-工业 | 0.06% | — | — | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.06% | — | — | |
| 42 | FERG | Ferguson Enterprises INC | 股票-工业 | 0.06% | — | — | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.06% | +0.01% | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | — | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.05% | +0.01% | — | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.05% | — | — | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.05% | — | -11.56% | |
| 48 | LW | Lamb Weston Holdings INC | 股票-非周期性消费 | 0.04% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.04% | -0.04% | EXIT | |
| 50 | EXK | Exact Sciences CORP | 股票-原材料 | 0.04% | -0.06% | EXIT |