CIK: 0001874146
申报总市值
US$2.1亿
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 16.54% | +0.52% | +1.86% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 12.86% | +0.24% | +0.91% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 11.33% | -1.18% | +1.60% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 11.27% | +0.52% | +2.05% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.75% | +0.62% | +6.10% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 7.02% | +1.42% | +16.56% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.55% | -0.18% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.37% | +0.10% | +4.43% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.09% | -0.34% | — | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.41% | +0.05% | +2.12% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.29% | +0.13% | +0.79% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.12% | +0.01% | +3.95% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.06% | -0.19% | +1.74% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.34% | -0.24% | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.15% | -0.42% | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | -0.33% | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | -0.04% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.74% | -0.06% | -12.74% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | -0.05% | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.38% | -0.03% | — | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.27% | -0.23% | — | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.25% | -0.03% | +0.43% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.05% | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.24% | -0.02% | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.21% | +0.01% | -3.75% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | — | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.18% | — | — |