CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1607 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 | 22.92% | -0.02% | +5.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.20% | +0.13% | +4.43% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 7.05% | +0.17% | -0.25% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.58% | — | +3.16% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 5.27% | +0.09% | -3.20% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.68% | +0.08% | +2.04% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.60% | — | +121.82% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.59% | +0.15% | +437.07% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.21% | +0.29% | +5.63% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.31% | +0.08% | +6.88% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.03% | — | +5.46% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.76% | — | +6.47% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.59% | — | +5.34% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.19% | — | +3.04% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.02% | — | +4.54% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.92% | -0.20% | -11.61% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | — | +2.16% | |
| 18 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.79% | — | +78.49% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | — | +55.03% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.69% | — | +5.88% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.16% | -1.48% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | — | +1.11% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | — | +2.65% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.48% | -7.53% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.38% | — | — | |
| 26 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.37% | — | +213.03% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.37% | — | +30.36% | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.37% | — | +88.06% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.36% | — | +2.11% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.35% | — | +41.34% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | — | -0.42% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.26% | — | +87.06% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | -0.14% | +1757.13% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | -0.16% | +5.28% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | +0.14% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.19% | — | -0.85% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.19% | — | +7.63% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.17% | — | -0.20% | |
| 39 | DASH | Doordash INC - A | 股票-周期性消费 | 0.17% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.17% | — | +9.51% | |
| 41 | AFRM | Affirm Holdings INC | 股票-金融 | 0.17% | — | +6.97% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | — | +1.35% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.14% | — | +7.01% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | +0.11% | -7.24% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | +0.19% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.11% | — | -7.63% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.10% | — | +5.58% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.10% | — | +10.58% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.09% | -0.11% | EXIT | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.09% | -0.11% | +4.82% |