CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1231 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 | 24.26% | -0.02% | +4.85% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.70% | +0.13% | +2.44% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.95% | +0.17% | +18.06% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.25% | — | +7.22% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.15% | +0.09% | +20.27% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.55% | +0.29% | +18.28% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.35% | +0.08% | +10.82% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.86% | +0.15% | +0.95% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.69% | — | +14.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.11% | +0.08% | +5.48% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.07% | — | +3.88% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.47% | — | +13.77% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.36% | — | +20.85% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.20% | +0.27% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.14% | — | +7.65% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 1.02% | — | +9.88% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.96% | — | +8.38% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | +2.29% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.77% | — | +13.36% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.71% | — | +20.54% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.16% | +1557.40% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.63% | — | — | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.59% | — | +15.22% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | -0.14% | +4.46% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | +1590.49% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.48% | — | +17.49% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | — | -0.82% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.48% | +22.07% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.36% | — | +14.27% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.29% | — | -3.02% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.28% | — | +1.28% | |
| 32 | ADBE | Adobe INC | 股票-科技 | 0.27% | — | +8.87% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.26% | — | +807.96% | |
| 34 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.25% | — | — | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.23% | — | +242.59% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.22% | -0.11% | -0.18% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.21% | — | -3.87% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | -0.16% | +61.48% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.17% | — | +12.34% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | +11.60% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.15% | — | +3.64% | |
| 42 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.14% | — | +212.66% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.13% | — | +4.53% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | +6293.33% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.12% | — | +0.30% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.11% | — | +4.96% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.11% | — | +17.98% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.11% | — | +9.34% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.10% | — | +274.04% | |
| 50 | TMUS | T-mobile US INC | 股票-通信服务 | 0.10% | — | +0.85% |