CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 400 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 | 26.82% | -0.02% | +0.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.13% | +0.13% | +8.29% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 7.54% | +0.17% | +303.45% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.40% | — | +10.13% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.63% | +0.09% | +241.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.74% | +0.08% | +5.89% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.68% | +0.29% | +0.50% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.65% | +0.15% | +2.40% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.35% | — | +3.73% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.28% | — | +0.09% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.19% | +0.08% | +1.22% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.54% | — | +1089.67% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.36% | — | -0.79% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.36% | — | -0.37% | |
| 15 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 1.16% | — | +11.19% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | — | +0.61% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | — | +1.77% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.83% | — | +39.50% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | — | +8.19% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.77% | — | -15.01% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.16% | -41.82% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.68% | -0.20% | +17.78% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.62% | — | — | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.43% | — | +0.56% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.32% | — | +1.17% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.30% | — | +1570.29% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.27% | -0.48% | +4.06% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.25% | -0.14% | +99.41% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.22% | — | +5.02% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.21% | — | +11.99% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.18% | — | — | |
| 32 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 0.18% | — | +2.69% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.18% | — | +24.19% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.16% | — | +7.28% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.14% | — | +21.12% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.14% | — | — | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.12% | — | +10.44% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.11% | — | -6.01% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.11% | — | +29.91% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.11% | — | -16.70% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.11% | — | +17.86% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.10% | — | +0.54% | |
| 43 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.10% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.10% | -0.16% | +1.31% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.10% | — | +10.19% | |
| 46 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.10% | — | -2.30% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | — | +2.45% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.09% | — | -22.25% | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.09% | — | -25.24% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.09% | — | +39.63% |