CIK: 0001812090
申报总市值
US$50.9亿
仅显示前 200 大持股（共 588 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 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | — | +76.28% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.58% | — | +11.53% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.50% | — | +47.69% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | — | +36.81% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | — | +77.99% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.08% | — | +2.60% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.07% | — | +5.50% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | — | +21.16% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.67% | — | -1.36% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.54% | — | +1.66% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.53% | — | -4.55% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 1.49% | — | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | — | +46.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | +28.22% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.28% | — | -4.38% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.09% | — | +12.07% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +30.26% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | — | +0.40% | |
| 19 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.03% | — | -6.98% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.94% | — | +1273.70% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.91% | — | -5.26% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | — | +28.56% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.78% | — | +10.41% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.72% | — | +19.50% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.71% | — | +3.16% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +47.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -6.29% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.64% | — | +88.93% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +7.83% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +21.72% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +3.75% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.61% | — | +1.52% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | +22.66% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | — | +0.15% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.57% | — | +1.60% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.56% | — | +16.38% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | — | — | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | +289.88% | |
| 40 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.53% | — | -16.70% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | +18.03% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +55.47% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.48% | — | +114.08% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -1.16% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | +289.48% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.45% | — | +28.97% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | — | -4.36% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | — | +233.49% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +15.70% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | — | +0.59% |