CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 388 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 | 24.33% | -0.02% | +1.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.82% | +0.13% | +2.94% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.20% | +0.17% | +0.55% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.67% | — | +3.59% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 3.90% | +0.09% | +4.10% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.49% | +0.08% | +2.90% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.92% | +0.29% | +2.19% | |
| 8 | CUBE | Cubesmart | 股票-房地产 | 2.73% | — | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.49% | +0.08% | +4.66% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.09% | — | +3.23% | |
| 11 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.62% | — | +0.13% | |
| 12 | GCO | Genesco INC | 股票-其他 | 1.54% | — | — | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.50% | — | -52.60% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.36% | -0.20% | +3.67% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.18% | — | +3.41% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.12% | — | -0.78% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.09% | — | +5.88% | |
| 18 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 0.96% | — | +4411.84% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.80% | — | +0.84% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.16% | -9.00% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.74% | — | +2.36% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.48% | +0.10% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | +23.20% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.63% | — | +2.25% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.59% | +0.15% | -84.25% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | — | +0.01% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | — | +4.63% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | -0.11% | -0.84% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | -0.14% | -3.64% | |
| 30 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.44% | — | +9.62% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.38% | -0.07% | -0.04% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | — | -1.13% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.33% | — | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.33% | — | +20.80% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.32% | — | +0.79% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.31% | -0.16% | +0.88% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.26% | — | -59.14% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.25% | — | +26.53% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.23% | — | +13.33% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.22% | — | +6.31% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.19% | — | -0.69% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.18% | — | -10.53% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.17% | — | +2.26% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.15% | — | -0.40% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.15% | — | +0.57% | |
| 46 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.15% | — | +30.93% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.15% | — | — | |
| 48 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.15% | -0.07% | +5.25% | |
| 49 | 0VVB | Paramount Global-class B | 股票-其他 | 0.15% | — | — | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.14% | -0.06% | +20.94% |