CIK: 0001812090
申报总市值
US$50.9亿
仅显示前 200 大持股（共 331 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.17% | — | -2.60% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.14% | — | +2.24% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.59% | — | -3.30% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.16% | — | -7.79% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.12% | — | -2.01% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 2.09% | — | -4.83% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.08% | — | -8.48% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.93% | — | -4.39% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.92% | — | +8.41% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.80% | — | +0.81% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | — | +8.61% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | — | +3.23% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.51% | — | -2.12% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | — | -0.34% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | — | -2.34% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.28% | — | -4.84% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | — | +10.13% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.24% | — | -15.94% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.24% | — | -8.26% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | — | -16.32% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.22% | — | -8.52% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | — | -7.96% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | +0.76% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.99% | — | +16.05% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 0.97% | — | +4.22% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +5.40% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.92% | — | +6.65% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.85% | — | -0.94% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.83% | — | +35.87% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | +18.72% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | +2.67% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | +11.28% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.79% | — | +47.99% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | — | -19.81% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.75% | — | -8.73% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | -18.51% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | +10.02% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +21.83% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.58% | — | +49.15% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | -5.44% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.57% | — | +44.74% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | +4.54% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +10.86% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | -1.47% | |
| 45 | FDX | Fedex CORP | 股票-工业 | 0.51% | — | +17.89% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.51% | — | +293.19% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +7.20% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +6.64% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | -13.15% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +23.97% |