CIK: 0001756759
申报总市值
US$2.0亿
仅显示前 200 大持股（共 246 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 | 17.60% | -12.78% | -0.74% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 12.33% | -11.16% | -0.01% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 8.54% | -6.16% | +0.75% | |
| 4 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-其他 | 8.37% | -3.14% | +7.57% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 6.85% | -1.97% | -2.61% | |
| 6 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 5.55% | -3.09% | +1.32% | |
| 7 | TSME | Thrivent Sml-mdc Eq Etf-us I | ETF-其他 | 5.42% | -3.93% | -0.13% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.33% | -0.85% | +2.54% | |
| 9 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 3.95% | -1.54% | +2.76% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.35% | -3.02% | +3.10% | |
| 11 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 3.31% | -3.22% | +2.85% | |
| 12 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.70% | -1.96% | +1.92% | |
| 13 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 2.38% | -0.37% | +2.51% | |
| 14 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.79% | — | +2.09% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.69% | — | +2.84% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | -0.46% | +0.14% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.88% | — | -1.77% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.52% | -0.33% | +1.81% | |
| 19 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.45% | -0.22% | +1.57% | |
| 20 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.42% | +0.29% | +0.15% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.38% | +10.85% | +16.27% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 0.35% | -0.25% | +2.98% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.32% | -0.29% | -2.76% | |
| 24 | LII | Lennox International INC | 股票-工业 | 0.30% | — | +0.27% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.28% | — | +3.31% | |
| 26 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.26% | — | +3.24% | |
| 27 | MMM | 3m Co | 股票-工业 | 0.26% | — | -0.03% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | — | -10.56% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.19% | — | +0.82% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.18% | — | -42.64% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.18% | — | +0.58% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.17% | — | +0.31% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.17% | +4.31% | +51.15% | |
| 34 | AVDE | Avantis International Equity | ETF-其他 | 0.16% | — | -4.79% | |
| 35 | BIDD | Ishares International Divide | ETF-其他 | 0.15% | — | +1.45% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | — | +0.26% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.11% | — | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.11% | — | — | |
| 39 | PFG | Principal Financial Group | 股票-金融 | 0.10% | — | +71.30% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.10% | — | -27.84% | |
| 41 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.10% | — | -1.22% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.09% | — | -5.26% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.09% | — | +0.29% | |
| 44 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 0.09% | — | +0.51% | |
| 45 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.08% | — | +0.31% | |
| 46 | CGUS | Cap Group Core Equity | ETF-其他 | 0.08% | +0.15% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | -51.37% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.08% | — | +29.24% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.07% | — | +0.42% | |
| 50 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.07% | — | — |