CIK: 0001776290
申报总市值
US$28.9亿
仅显示前 200 大持股（共 207 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.57% | -0.60% | +5.81% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.78% | -0.09% | +1.04% | |
| 3 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.73% | -0.02% | -1.56% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.26% | -0.22% | +112.98% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.56% | -0.01% | +10.37% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 4.06% | — | -2.77% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.46% | — | +10.26% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 3.04% | -0.27% | -0.23% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.29% | +228.91% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.77% | -0.31% | +24.31% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.99% | — | -0.97% | |
| 12 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.96% | -0.21% | +88.82% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.52% | +0.26% | +59.21% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.39% | — | +15.43% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | — | +8.17% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.29% | -0.52% | +0.11% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | -1.63% | |
| 18 | ZTS | Zoetis INC | 股票-医疗保健 | 1.26% | — | +311.58% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.04% | — | +40.97% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.98% | +0.04% | +0.09% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.96% | +0.38% | +32.18% | |
| 22 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.85% | — | +3.84% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | -6.08% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | — | +7.56% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +46.74% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | — | +903.52% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | +8.61% | |
| 28 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 0.61% | — | +215.26% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | +1.38% | -2.14% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +3.60% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | +0.16% | +0.66% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | +17.47% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -0.66% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.50% | — | -3.33% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.49% | — | +471.35% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.49% | — | +78.82% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | +183.58% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.46% | — | -6.18% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.41% | — | -0.78% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | — | +3.12% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | +0.02% | +533.58% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.36% | -0.06% | +2.59% | |
| 44 | MU | Micron Technology INC | 股票-科技 | 0.33% | — | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | +0.05% | +6.39% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.30% | — | +300.12% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.30% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | -0.89% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | +0.06% | +6.37% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +0.87% |