CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 425 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 | 24.08% | -0.02% | +0.96% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.39% | +0.13% | +1.90% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.86% | — | +2.33% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.68% | +0.17% | +2.55% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.94% | +0.15% | +4.21% | |
| 6 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 3.54% | — | +3.78% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.50% | +0.08% | +1.81% | |
| 8 | SUB | Ishares Short-term National | ETF-其他 | 3.47% | +0.09% | +3.38% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.99% | +0.29% | +7.15% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | +0.08% | +2.43% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.09% | — | +2.78% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.56% | — | -0.29% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.20% | +0.28% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.19% | — | +1.60% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.13% | — | +4.69% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | -14.16% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | — | +0.31% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | -0.18% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.48% | -0.49% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.16% | -15.19% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +1.07% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.63% | — | +0.76% | |
| 23 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.58% | — | +11.12% | |
| 24 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.58% | — | +2.57% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.54% | -0.11% | +1.15% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.52% | — | +7.69% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -0.30% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | -0.14% | -1.21% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | -4.44% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.33% | — | +5.93% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.32% | — | +0.62% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | -0.16% | +1.21% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.31% | -0.07% | +0.74% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.31% | — | — | |
| 35 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.30% | — | +4.18% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.28% | +0.11% | +29.44% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.24% | — | +8.65% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | — | -1.69% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.21% | — | +8.18% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.21% | — | -9.32% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.19% | -0.06% | +1.01% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | +0.33% | |
| 43 | ECL | Ecolab INC | 股票-原材料 | 0.18% | -0.09% | +1.40% | |
| 44 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.18% | -0.07% | -0.91% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.18% | — | +0.01% | |
| 46 | UBER | Uber Technologies INC | 股票-工业 | 0.17% | — | +157.33% | |
| 47 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.17% | -0.09% | -6.45% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | — | +9.28% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.15% | — | +1.54% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.14% | -0.06% | +88.42% |