CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1579 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 | 24.84% | -0.02% | +4.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.68% | +0.13% | +8.35% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.79% | +0.17% | +8.95% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.53% | — | +11.70% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.98% | +0.09% | +16.32% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.66% | +0.08% | +5.27% | |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.63% | +0.15% | +10.29% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.22% | — | +7.60% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.07% | +0.29% | +8.02% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.17% | — | +24.81% | |
| 11 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.88% | — | +5.20% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.35% | — | +6.56% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.16% | -6.68% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.21% | — | +4.58% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.05% | — | +4.30% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.03% | -0.20% | +1.81% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | +5.22% | |
| 18 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.82% | — | +4.64% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.69% | — | +13.20% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +6.59% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.53% | — | +32.61% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | +4.05% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.48% | +37.36% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | +0.08% | -81.19% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.42% | — | — | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.38% | — | +6289.84% | |
| 27 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.37% | — | -15.56% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.37% | — | +3.97% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | — | +12.95% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | -0.14% | -1.31% | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.26% | -0.11% | +99.51% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | -0.16% | +1.83% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.26% | — | +0.01% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.23% | — | -0.00% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.21% | — | +31.71% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | — | — | |
| 37 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.20% | — | +33.68% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.19% | — | +8.21% | |
| 39 | AFRM | Affirm Holdings INC | 股票-金融 | 0.19% | — | +623.50% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.18% | — | +0.17% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.17% | — | -3.25% | |
| 42 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.17% | — | -6.86% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.15% | — | +16.36% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.15% | — | -0.97% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | +0.11% | +13.74% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.14% | — | +86.23% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.14% | — | -6.92% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.12% | — | +6.63% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.11% | — | -3.08% | |
| 50 | HUBS | Hubspot INC | 股票-科技 | 0.10% | — | -11.32% |