CIK: 0001756759
申报总市值
US$2.0亿
仅显示前 200 大持股（共 249 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 | 17.43% | -12.78% | -0.62% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 12.30% | -11.16% | -0.36% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 8.32% | -6.16% | -0.06% | |
| 4 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-其他 | 8.24% | -3.14% | +0.35% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 7.01% | -1.97% | +1.75% | |
| 6 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 5.67% | -3.09% | -1.58% | |
| 7 | TSME | Thrivent Sml-mdc Eq Etf-us I | ETF-其他 | 5.51% | -3.93% | -1.88% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.28% | -0.85% | +5.09% | |
| 9 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 3.98% | -1.54% | +2.51% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.33% | -3.02% | +4.41% | |
| 11 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 3.29% | -3.22% | +2.92% | |
| 12 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.63% | -1.96% | +0.74% | |
| 13 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 2.37% | -0.37% | +4.99% | |
| 14 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.79% | — | +3.04% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.68% | — | +3.51% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | -0.46% | +6.07% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.90% | — | +0.28% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.50% | -0.33% | +11.60% | |
| 19 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.44% | -0.22% | +13.23% | |
| 20 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.43% | +0.29% | +0.07% | |
| 21 | LII | Lennox International INC | 股票-工业 | 0.33% | — | +0.18% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 0.33% | -0.25% | +16.98% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.32% | +10.85% | +33.95% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.32% | -0.29% | +34.30% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | +0.12% | |
| 26 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.27% | — | +10.05% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.26% | — | -1.60% | |
| 28 | MMM | 3m Co | 股票-工业 | 0.26% | — | +0.03% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | — | -35.33% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.18% | — | +27.76% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.18% | — | +0.18% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.18% | — | +0.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | — | -15.28% | |
| 34 | AVDE | Avantis International Equity | ETF-其他 | 0.16% | — | +32.33% | |
| 35 | BIDD | Ishares International Divide | ETF-其他 | 0.14% | — | +0.23% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.14% | — | -0.15% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | — | +0.79% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.11% | +4.31% | +33.22% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.11% | — | -40.46% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.10% | — | -1.84% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.10% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | +0.09% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.10% | — | +0.27% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.09% | — | — | |
| 45 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.08% | — | +0.36% | |
| 46 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 0.08% | — | +0.38% | |
| 47 | GRMN | Garmin Ltd. | 股票-科技 | 0.08% | — | +0.85% | |
| 48 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.08% | — | — | |
| 49 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.08% | — | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.07% | — | +8.29% |