CIK: 0001904274
申报总市值
US$31.0亿
仅显示前 200 大持股（共 504 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 | 10.71% | +0.81% | +13.98% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.88% | +0.17% | +15.49% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.70% | -0.25% | +15.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.30% | +0.08% | +17.87% | |
| 5 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 3.55% | +0.26% | +16.34% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.38% | +0.16% | +19.19% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.00% | — | +10.98% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.45% | +0.25% | +18.83% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.31% | +0.04% | +4.00% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.57% | +15.11% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.84% | — | +16.52% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.80% | +0.04% | +7.06% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.47% | +0.01% | +10.77% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | -0.17% | +22.03% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.18% | — | +2.25% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | -0.35% | +13.16% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | +0.43% | +88.14% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.93% | — | +17.78% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.12% | +16.68% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | — | +9.69% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.20% | +21.22% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +6.87% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | +0.33% | +40.40% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.70% | -0.01% | -5.30% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +0.15% | +28.12% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.69% | — | +1.15% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | — | +8.49% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | — | +19.38% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.63% | — | +0.59% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | -0.10% | +4.82% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +6.74% | |
| 32 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.56% | — | -2.73% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.13% | -3.20% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.46% | — | +5.47% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.42% | — | +0.81% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.05% | +2.85% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.07% | +0.34% | |
| 38 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.41% | — | +0.17% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | +0.18% | +17.85% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +9.04% | |
| 41 | AVDE | Avantis International Equity | ETF-其他 | 0.38% | — | +0.61% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | — | +5.14% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | +10.26% | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.37% | — | +14.30% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | +2.85% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.35% | — | +5.19% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.34% | — | +29.44% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.34% | — | +8.45% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.34% | +0.02% | +3.48% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.34% | — | +0.55% |