CIK: 0001776290
申报总市值
US$28.9亿
| # | 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 | 20.35% | -0.60% | -2.30% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 12.74% | -0.09% | -1.32% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 9.24% | — | -1.68% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 5.59% | -0.27% | -1.29% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 5.49% | — | +24.74% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-其他 | 5.26% | — | -2.92% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.37% | -0.01% | -8.67% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.19% | -0.31% | -1.42% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.47% | — | -5.43% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.28% | — | -4.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | — | -5.96% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.61% | — | -0.86% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.46% | +0.04% | +18.63% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.22% | -2.17% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.34% | — | -3.54% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.22% | — | -3.88% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.14% | — | -0.41% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.03% | — | -1.92% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | -1.99% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.91% | — | -2.19% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | -0.55% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | — | +4.33% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | +0.38% | — | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.63% | +0.26% | -0.43% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | +0.16% | +0.02% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.29% | +8.16% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | -5.76% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.48% | — | -5.30% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.47% | — | -12.45% | |
| 30 | LCII | Lci Industries | 股票-周期性消费 | 0.43% | -0.05% | EXIT | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | — | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | — | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +7.04% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.38% | — | -10.94% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | -7.58% | |
| 36 | KEL | Kellanova | 股票-其他 | 0.34% | — | -10.32% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.32% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.31% | +0.06% | — | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.30% | — | +0.04% | |
| 40 | MO | Altria Group INC | 股票-非周期性消费 | 0.30% | — | -5.00% | |
| 41 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.29% | — | -7.40% | |
| 42 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.29% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.29% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | -3.27% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | +1.21% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.27% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.05% | -3.53% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | +0.05% | -9.61% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.24% | — | -4.50% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.23% | — | — |