CIK: 0001756759
申报总市值
US$2.0亿
仅显示前 200 大持股（共 215 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 | AVSU | Avantis Resp US Equity ETF | ETF-其他 | 16.33% | -12.78% | -2.43% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 11.29% | -11.16% | -2.65% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 10.02% | -6.16% | +1.13% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 9.59% | -3.09% | -2.32% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.83% | -0.85% | +1.65% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 6.78% | -1.97% | -3.33% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 5.19% | — | +57.74% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 4.53% | -3.02% | — | |
| 9 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 4.36% | -0.37% | +1.86% | |
| 10 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 3.64% | -1.96% | -0.87% | |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 3.22% | — | +1.02% | |
| 12 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 2.65% | -3.22% | +3.69% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 2.05% | — | — | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.57% | — | +1.90% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.99% | -0.46% | -2.38% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.91% | — | +0.41% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | -3.28% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.56% | -0.33% | -3.53% | |
| 19 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.46% | — | +12.72% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.46% | — | -1.00% | |
| 21 | LII | Lennox International INC | 股票-工业 | 0.44% | — | +0.18% | |
| 22 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.35% | +0.29% | +0.15% | |
| 23 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.33% | — | -1.98% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | — | +0.24% | |
| 25 | MMM | 3m Co | 股票-工业 | 0.25% | — | +0.03% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.23% | — | -19.87% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.20% | — | +0.27% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.19% | — | -1.57% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | -0.34% | |
| 30 | BIDD | Ishares International Divide | ETF-其他 | 0.14% | — | — | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.14% | -0.29% | +0.51% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | — | +0.84% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | +9.09% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.13% | — | — | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.13% | — | -1.19% | |
| 36 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 0.11% | +0.27% | NEW | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | — | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.11% | — | +0.09% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.10% | — | — | |
| 40 | DE | Deere & Co | 股票-工业 | 0.10% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.09% | — | +0.75% | |
| 42 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 0.09% | — | +0.13% | |
| 43 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.09% | — | +0.36% | |
| 44 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.08% | — | -0.16% | |
| 45 | AVDE | Avantis International Equity | ETF-其他 | 0.08% | — | -4.01% | |
| 46 | PH | Parker Hannifin CORP | 股票-工业 | 0.08% | — | -1.49% | |
| 47 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.08% | — | — | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.08% | — | +0.86% | |
| 49 | IBD | Inspire Corporate Bond ETF | ETF-投资级公司债 | 0.07% | — | +1.74% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.07% | — | -0.93% |