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 | 18.17% | -12.78% | +19.31% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 12.36% | -11.16% | +18.49% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 7.30% | -6.16% | -31.64% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 7.19% | -1.97% | +13.42% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 6.77% | — | +219.03% | |
| 6 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 6.21% | -3.09% | -28.13% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.23% | -3.02% | +15.00% | |
| 8 | TSME | Thrivent Sml-mdc Eq Etf-us I | ETF-其他 | 5.23% | -3.93% | +10422.78% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.36% | -0.85% | -34.68% | |
| 10 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 4.36% | -0.37% | +1.82% | |
| 11 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 3.09% | -3.22% | +17.75% | |
| 12 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 2.61% | — | -18.44% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.49% | -1.96% | -32.64% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.05% | — | -59.75% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.56% | — | +0.15% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.86% | — | +0.28% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.84% | -0.46% | -6.54% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.47% | -0.33% | -19.67% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +133.79% | |
| 20 | LII | Lennox International INC | 股票-工业 | 0.40% | — | +0.18% | |
| 21 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.38% | +0.29% | +0.07% | |
| 22 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.38% | -0.22% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | — | +0.18% | |
| 24 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 0.30% | -0.25% | — | |
| 25 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.28% | — | -14.01% | |
| 26 | MMM | 3m Co | 股票-工业 | 0.28% | — | +0.03% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.25% | -0.29% | +96.53% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.23% | +10.85% | +871.61% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | — | -9.02% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.18% | — | +0.38% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.18% | — | +0.18% | |
| 32 | BIDD | Ishares International Divide | ETF-其他 | 0.15% | — | +0.17% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.14% | — | -70.80% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | +0.29% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | +0.09% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | — | -20.64% | |
| 37 | AVDE | Avantis International Equity | ETF-其他 | 0.11% | — | +27.60% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.11% | — | — | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.10% | — | -14.72% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.10% | — | — | |
| 41 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.09% | — | +17.25% | |
| 42 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 0.09% | — | +0.44% | |
| 43 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.09% | — | +0.41% | |
| 44 | GRMN | Garmin Ltd. | 股票-科技 | 0.08% | — | — | |
| 45 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.08% | — | -82.56% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.08% | +4.31% | +860.00% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.08% | — | -86.15% | |
| 48 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.07% | — | — | |
| 49 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.07% | — | +0.85% | |
| 50 | PFG | Principal Financial Group | 股票-金融 | 0.07% | — | +0.33% |