CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1258 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 | 24.65% | -0.02% | +17.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.79% | +0.13% | +24.30% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 7.46% | +0.17% | +6.06% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.39% | — | +20.30% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.40% | +0.09% | +1.97% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.75% | +0.29% | +5.46% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.49% | +0.08% | +26.64% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.22% | +0.15% | +16.87% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.59% | — | +29.32% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.07% | — | +26.28% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.05% | +0.08% | +31.84% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.44% | — | +9.96% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.37% | — | +12.81% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.16% | — | +29.25% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.13% | -0.20% | +18.63% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 1.06% | — | +19.58% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.95% | — | +37.05% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.92% | — | +16.73% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.81% | — | +16.91% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.70% | — | +23.83% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.70% | — | +19999.26% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.62% | — | +16.04% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | -1.83% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.51% | — | +8.60% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | -0.14% | +81.16% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | -0.48% | +83.09% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.36% | — | +22.71% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | +270.21% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | — | +1645.56% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.28% | — | +2505.86% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 0.24% | — | +858.72% | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.24% | -0.11% | +3.61% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.19% | — | +154.66% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.19% | — | +137.28% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | — | +135.77% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.15% | — | +6221.28% | |
| 37 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.15% | — | -16.07% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | — | +16.46% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | -0.16% | +47.10% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.13% | — | -16.46% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | +0.11% | +17.11% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.11% | — | +490.55% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.11% | — | +15.67% | |
| 44 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.10% | — | +23690.00% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.10% | — | +7092.59% | |
| 46 | TMUS | T-mobile US INC | 股票-通信服务 | 0.10% | — | +148400.00% | |
| 47 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.10% | — | +770.50% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.10% | — | +421.47% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.10% | — | +6.50% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.09% | — | +67.79% |