CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 1847 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 | 22.41% | -0.02% | +2.07% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.71% | +0.13% | +3.12% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.61% | +0.17% | +2.29% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.60% | — | +14.04% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.97% | +0.09% | +2.04% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.72% | +0.15% | -1.46% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.71% | +0.08% | +1.62% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.31% | — | -5.09% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.89% | +0.29% | +1.62% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.34% | +0.08% | +2.57% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.05% | — | +3.11% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.73% | — | +1.08% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.27% | — | -8.47% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.18% | — | +2.64% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.13% | -0.20% | +30.27% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.03% | — | +2.14% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.86% | — | +269.84% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.72% | — | +5.77% | |
| 19 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.70% | — | +2.52% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.65% | — | +5.46% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | — | +28.40% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.63% | -0.07% | — | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.48% | +68.45% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | +5.61% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | — | +5.01% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.16% | +2.39% | |
| 27 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.40% | — | +132.40% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.36% | — | +0.07% | |
| 29 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.36% | — | +2.55% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.35% | — | +3.15% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.34% | — | +1.48% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.32% | — | +43.94% | |
| 33 | NFLX | Netflix INC | 股票-通信服务 | 0.32% | -0.11% | +88.52% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.32% | — | -6.05% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | -0.14% | +2.95% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | +8.06% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.19% | — | +6.17% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.18% | — | -0.78% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | -0.16% | +26.79% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.16% | — | +0.01% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.16% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | — | +2.96% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.14% | — | +3.05% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.13% | — | +2.21% | |
| 45 | DASH | Doordash INC - A | 股票-周期性消费 | 0.11% | — | -3.42% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.11% | — | +21.12% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | +0.11% | +22.06% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.11% | — | +30.46% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | — | +67.08% | |
| 50 | EIX | Edison International | 股票-公用事业 | 0.09% | — | +1654.01% |