CIK: 0001904274
申报总市值
US$31.0亿
仅显示前 200 大持股（共 445 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.11% | +0.81% | +23.37% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.78% | +0.17% | +31.13% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.79% | -0.25% | +50.60% | |
| 4 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 3.43% | +0.26% | +37.76% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.39% | +0.16% | +22.00% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.16% | +0.08% | +26.28% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.04% | +0.04% | +6.93% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.40% | — | +111.27% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.12% | +0.04% | +14.16% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.05% | +0.25% | -26.19% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.75% | — | -13.09% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.51% | +0.01% | +18.07% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.57% | +79.56% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.26% | — | +16.79% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.00% | -0.01% | +40.37% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.94% | — | +25.56% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.86% | — | +25.27% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | — | -18.93% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.77% | — | +11.09% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | +28.76% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | +0.05% | +27.19% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | +26.70% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | +19.31% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.65% | — | -14.60% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | +13.89% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | -0.17% | -7.03% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.61% | — | +417.39% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.59% | — | +789.34% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.56% | — | -0.38% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | +149.33% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.10% | +17.75% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.07% | +20.94% | |
| 33 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.50% | — | — | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.49% | — | -32.85% | |
| 35 | AVDE | Avantis International Equity | ETF-其他 | 0.49% | — | +47.70% | |
| 36 | DOORUSD | Masonite International CORP | 股票-其他 | 0.48% | — | +0.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.15% | +20.00% | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.45% | — | +165.82% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.45% | — | +32.06% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.44% | — | +35.67% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.35% | +92.19% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | +18.78% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | +26.38% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.41% | — | +136.38% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | +0.43% | +31.70% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +20.47% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | — | -79.97% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | +14.04% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.34% | — | +15.74% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.33% | — | +20.69% |