CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 399 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 | 23.73% | -0.02% | -13.40% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.90% | +0.13% | -10.63% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.88% | +0.17% | -10.64% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.47% | — | -9.98% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 4.38% | +0.15% | -11.49% | |
| 6 | SUB | Ishares Short-term National | ETF-其他 | 3.73% | +0.09% | -10.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.58% | +0.08% | -13.44% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 3.51% | +0.29% | -6.76% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.36% | +0.08% | -12.14% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.10% | — | -13.18% | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.03% | — | -22.77% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.54% | — | -13.99% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.32% | — | -8.78% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.17% | — | -12.41% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.20% | -5.41% | |
| 16 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.76% | — | +7.73% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.73% | — | -11.49% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.48% | -7.79% | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 0.72% | -0.11% | -10.30% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | -11.47% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.63% | — | -8.92% | |
| 22 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.63% | — | -8.15% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.63% | — | -1.59% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.16% | -18.82% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.49% | — | -46.13% | |
| 26 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.48% | -0.48% | -78.60% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | -0.14% | -5.60% | |
| 28 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.40% | — | -7.89% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.37% | — | — | |
| 30 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.37% | -0.07% | — | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.37% | — | -9.67% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.32% | — | -42.00% | |
| 33 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.31% | -0.09% | +0.48% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.31% | -0.16% | -13.23% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.30% | — | -1.77% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.24% | — | -11.38% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.23% | — | -11.91% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.22% | — | +9.40% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | — | +6.00% | |
| 40 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.22% | -0.07% | -5.64% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | -0.06% | +0.06% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | +0.04% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.18% | — | -33.87% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | +13.29% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.15% | — | +1.99% | |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.15% | — | +1.53% | |
| 47 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.15% | — | +6.16% | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.15% | — | +5.73% | |
| 49 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.15% | — | +6.01% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | +0.11% | -52.08% |