CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1343 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 | 23.45% | -0.02% | +12.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.83% | +0.13% | +12.72% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.44% | +0.17% | +21.63% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.63% | — | +9.29% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.17% | +0.09% | +23.11% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.71% | +0.08% | +19.48% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.27% | — | +15.80% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.24% | +0.15% | +18.52% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.13% | +0.29% | +19.96% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.30% | +0.08% | +10.04% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.09% | -0.16% | +356.35% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.05% | — | +11.40% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.62% | — | +16.97% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.32% | — | +25.51% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.21% | — | +9.31% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | — | +6.08% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.89% | — | +8.89% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.86% | -0.20% | -11.87% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | — | +15.68% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.71% | — | +17.86% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | — | |
| 22 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.57% | — | +9.15% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.50% | — | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | +5.31% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | — | +1922.09% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.41% | — | +15.11% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.39% | — | +17.59% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.38% | — | +26.07% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.37% | -0.14% | +3.96% | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.37% | -0.11% | +166.19% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | — | +1.74% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | -0.48% | -10.47% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.25% | — | +3.02% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.24% | -0.16% | +9.82% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.23% | — | -0.40% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.22% | — | +7.62% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.21% | — | +19.72% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.19% | — | +206.27% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.17% | — | +1.43% | |
| 41 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.17% | — | -7.99% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.17% | — | — | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.16% | — | -18.53% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.14% | — | — | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.13% | — | -6.53% | |
| 46 | MBB | Ishares Mbs ETF | ETF-其他 | 0.13% | — | +1016.11% | |
| 47 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.12% | — | — | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.11% | — | +9.20% | |
| 49 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.11% | — | +9.42% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.10% | — | — |