CIK: 0001821407
申报总市值
US$1.2亿
仅显示前 200 大持股（共 401 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 | AAPL | Apple INC | 股票-科技 | 10.85% | +0.14% | -3.37% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.25% | +0.23% | -2.97% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 3.41% | +0.58% | +5.69% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.98% | -0.17% | +0.57% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | -0.27% | -2.93% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.28% | — | -4.33% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.18% | — | +1.73% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.12% | — | -2.36% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | -1.37% | -13.21% | |
| 10 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 2.08% | +0.44% | +5.97% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.07% | +0.29% | +7.74% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.04% | — | -3.70% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.03% | — | -0.24% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | +0.01% | -0.29% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.76% | -0.70% | -3.30% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | — | +1.22% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.24% | — | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | +0.04% | -21.52% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.42% | -0.02% | -2.94% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 1.37% | +0.31% | +18.59% | |
| 21 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 1.36% | — | -1.27% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.33% | -0.93% | -1.45% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.22% | — | -3.43% | |
| 24 | SRE | Sempra | 股票-公用事业 | 1.09% | -0.87% | -0.21% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.09% | — | +0.54% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.53% | -3.01% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.96% | — | -0.47% | |
| 28 | FHYS | Fed Hermes Shrt Dur Hi Yield | ETF-其他 | 0.95% | — | -4.42% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.94% | +0.43% | -4.87% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | +0.14% | +2.99% | |
| 31 | HYBB | Ishares Bb Rated CORP Bond | ETF-投资级公司债 | 0.84% | +0.13% | +10.49% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.80% | +0.13% | +4.63% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.76% | — | -0.52% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.72% | — | -2.39% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.72% | -0.14% | -26.49% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.72% | — | -1.63% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.24% | -1.80% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | -0.06% | -3.74% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | -4.62% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.58% | -0.01% | -1.15% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.55% | — | +8.64% | |
| 42 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.54% | — | -2.44% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | — | +1.23% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.06% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | -0.38% | -1.02% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | — | +3.91% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.03% | -27.05% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.50% | -0.49% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | — | +0.03% | |
| 50 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.47% | — | +0.08% |