CIK: 0002017870
申报总市值
US$2.4亿
仅显示前 200 大持股（共 852 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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.71% | +0.53% | +7.59% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.13% | +0.52% | +14.57% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.59% | +0.59% | +9.12% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.40% | +0.18% | +1.57% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.12% | +0.09% | +2.35% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.54% | +0.32% | +7.06% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.50% | +0.10% | +0.70% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.12% | +0.26% | +10.10% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.07% | — | +1.07% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.00% | +0.34% | +1.38% | |
| 11 | SSRM | Ssr Mining INC | 股票-原材料 | 2.80% | +3.21% | +6.58% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.66% | -0.45% | -0.19% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.66% | +0.29% | +8.06% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.45% | -0.06% | -1.48% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.96% | -0.13% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.83% | — | -0.57% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.71% | +0.09% | +18.13% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.68% | -0.02% | -0.05% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.10% | +121.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.11% | — | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.20% | +0.15% | +31.21% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.10% | -0.04% | — | |
| 23 | CMF | Ishares California Muni Bond | ETF-其他 | 0.94% | +0.06% | +2.99% | |
| 24 | DFAT | Dimensional US Target Value | ETF-其他 | 0.94% | +0.03% | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.86% | — | +1.12% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.85% | — | — | |
| 27 | SNAP | Snap INC - A | 股票-通信服务 | 0.84% | -0.14% | -0.54% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.82% | -0.06% | — | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.71% | -0.04% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.05% | -3.03% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.62% | — | +34.77% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.59% | — | +10.93% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -1.10% | |
| 35 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.42% | — | +0.48% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.38% | — | — | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.38% | — | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | — | +3.33% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.37% | — | — | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.35% | — | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.34% | -0.03% | -2.35% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.29% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.27% | -1.18% | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -2.12% | — | |
| 45 | UBER | Uber Technologies INC | 股票-工业 | 0.23% | — | +2.51% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.22% | -0.09% | — | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.21% | — | -9.24% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.21% | — | -2.73% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.20% | -0.04% | — |