CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 404 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 | 24.41% | -0.02% | +1.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.33% | +0.13% | +2.98% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.88% | +0.17% | +4.42% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.67% | — | +1.76% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.83% | +0.15% | +4.17% | |
| 6 | SUB | Ishares Short-term National | ETF-其他 | 3.58% | +0.09% | +0.51% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.42% | +0.08% | +2.33% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.41% | — | +4.27% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.90% | +0.29% | +5.82% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.34% | +0.08% | +3.84% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.02% | — | +3.21% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.58% | — | +0.69% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.35% | -0.20% | -1.36% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.14% | — | +4.34% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.13% | — | +2.64% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.06% | — | -1.52% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.48% | +3.11% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.16% | -4.04% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.73% | — | +2.09% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +5.46% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +0.75% | |
| 22 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.59% | — | +2.91% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.59% | — | +3.67% | |
| 24 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.55% | — | +12.52% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.55% | -0.11% | -0.64% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | -0.14% | +1.99% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.49% | — | +5.51% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | -0.16% | +2.35% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -0.10% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.34% | -0.07% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.33% | — | +1.00% | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.32% | — | +6.22% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.32% | — | +1.20% | |
| 35 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.29% | — | +6.04% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.25% | +0.11% | -2.31% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | — | +0.43% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.23% | — | +7.98% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.23% | — | +1.09% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | -0.06% | +7.46% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.20% | — | +8.18% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.20% | — | +5.54% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.19% | — | -0.78% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.18% | — | +0.03% | |
| 45 | ECL | Ecolab INC | 股票-原材料 | 0.18% | -0.09% | -0.15% | |
| 46 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.18% | -0.07% | +1.01% | |
| 47 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.17% | -0.09% | +1.31% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | — | +971.14% | |
| 49 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.14% | — | -17.52% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.14% | — | — |