CIK: 0002017870
申报总市值
US$2.4亿
仅显示前 200 大持股（共 913 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.81% | +0.52% | +5.49% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.35% | +0.53% | +2.06% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.22% | +0.59% | +7.53% | |
| 4 | SSRM | Ssr Mining INC | 股票-原材料 | 5.49% | +3.21% | +4.07% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.28% | +0.18% | +1.68% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.85% | +0.32% | +2.90% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.84% | +0.09% | +2.04% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.83% | +0.29% | +19.54% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.39% | +0.10% | +1.43% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.19% | +0.26% | +8.10% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.87% | +0.34% | +2.86% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.84% | — | +1.31% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.06% | -0.06% | -1.77% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.84% | -0.45% | -9.28% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.79% | +0.09% | +4.48% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.73% | +0.15% | +10.05% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.70% | -0.10% | +0.62% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.96% | +0.34% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.46% | — | -3.96% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.35% | -0.02% | -0.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | -0.11% | -0.51% | |
| 22 | CMF | Ishares California Muni Bond | ETF-其他 | 1.23% | +0.06% | +4.38% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.07% | -0.04% | +2.93% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.80% | — | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.75% | — | -0.02% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 0.73% | +0.03% | -2.21% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.72% | -0.06% | — | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.60% | — | — | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | -0.04% | — | |
| 30 | SNAP | Snap INC - A | 股票-通信服务 | 0.55% | -0.14% | +5.95% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.54% | — | +0.65% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.05% | -12.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | — | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.48% | +0.15% | +108.65% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -1.18% | +2.73% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | — | +3.14% | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.40% | — | +5.65% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.39% | — | -0.05% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.39% | -0.09% | -18.20% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.32% | — | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.32% | — | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.32% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.30% | -0.03% | -2.11% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.29% | -2.12% | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.26% | — | -7.45% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.25% | — | — | |
| 48 | CAOS | Alpha Architect Tail Risk | ETF-其他 | 0.23% | — | — | |
| 49 | EA | Electronic Arts INC | 股票-通信服务 | 0.22% | -0.08% | -23.92% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.19% | -0.09% | -3.86% |