CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 412 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 | 25.04% | -0.02% | -2.60% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.86% | +0.13% | +0.91% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.76% | +0.17% | -0.81% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.12% | — | -8.81% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 4.00% | +0.15% | +7.76% | |
| 6 | SUB | Ishares Short-term National | ETF-其他 | 3.60% | +0.09% | +0.33% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.51% | +0.08% | -0.74% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 3.19% | +0.29% | +6.92% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.52% | +0.08% | -0.92% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.17% | — | -35.82% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.15% | — | -1.87% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.80% | -0.48% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.64% | — | -0.37% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.24% | — | +7.03% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.17% | — | -2.18% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.11% | -0.20% | -28.15% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | — | +162.03% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.48% | +5.58% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.76% | — | -0.38% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | — | -0.82% | |
| 21 | NFLX | Netflix INC | 股票-通信服务 | 0.67% | -0.11% | -5.18% | |
| 22 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.66% | — | +6.60% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.16% | -14.26% | |
| 24 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.60% | — | +2.33% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.59% | — | +6.06% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | — | +5.16% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | -0.14% | -9.89% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | -27.00% | |
| 29 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.38% | — | +1021.20% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | -0.16% | -0.45% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.35% | — | +5.28% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.32% | -0.07% | -0.74% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.32% | — | +0.40% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | +0.11% | -1.45% | |
| 35 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.30% | — | +6.87% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.26% | — | +6.34% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | — | -4.88% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.23% | — | -25.61% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.23% | — | +116.80% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.23% | — | +23.50% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.22% | -0.09% | +0.20% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | — | -0.67% | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.18% | -0.07% | -10.39% | |
| 44 | ECL | Ecolab INC | 股票-原材料 | 0.17% | -0.09% | -2.71% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | — | -54.18% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | -0.06% | -5.82% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.15% | -0.06% | -14.66% | |
| 48 | UBER | Uber Technologies INC | 股票-工业 | 0.14% | — | -4.54% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.13% | — | -31.51% | |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.13% | — | +13.31% |