CIK: 0001904274
申报总市值
US$31.0亿
仅显示前 200 大持股（共 494 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 | 10.90% | +0.81% | +18.89% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.85% | +0.17% | +19.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.49% | -0.25% | +9.60% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.06% | +0.08% | +27.82% | |
| 5 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 3.40% | +0.26% | +15.66% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.14% | +0.16% | +15.09% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.06% | — | +23.46% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.55% | +0.04% | +5.23% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.30% | +0.25% | +48.48% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.57% | +18.44% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.93% | +0.04% | +6.11% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.76% | — | +1.78% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.44% | +0.01% | +10.45% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.34% | — | +18.12% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | -0.17% | +20.74% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | -0.35% | +10.92% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | — | +55.50% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.86% | — | +19.33% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.85% | -0.01% | +7.93% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.12% | +29.97% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.75% | — | -0.20% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +27.50% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.20% | +22.14% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.70% | — | +13.48% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.69% | — | +1.42% | |
| 26 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.65% | — | +13.15% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +7.85% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | +0.15% | +2.50% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | -0.13% | +585.39% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | +5.19% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | +0.43% | +7.21% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | — | +9.91% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | +0.33% | +14.58% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | -0.10% | +8.23% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.47% | — | +1.37% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.46% | — | +15.16% | |
| 37 | AVDE | Avantis International Equity | ETF-其他 | 0.43% | — | +15.16% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.05% | +16.40% | |
| 39 | DOORUSD | Masonite International CORP | 股票-其他 | 0.42% | — | +4.95% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | — | +0.31% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +29.20% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.07% | +4.49% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +26.53% | |
| 44 | SUB | Ishares Short-term National | ETF-其他 | 0.38% | — | -10.62% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.38% | — | +3.69% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.38% | +0.02% | +56.19% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | +0.18% | +213.82% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | +36.26% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.37% | — | +0.55% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.36% | — | +50.15% |