CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 393 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 | 10.20% | -0.02% | -83.76% | |
| 2 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 7.35% | -0.48% | +458.64% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.46% | +0.13% | -82.92% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.92% | +0.29% | -65.40% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 2.67% | +0.09% | -70.30% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.66% | — | -81.43% | |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.63% | +0.15% | -77.04% | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 2.36% | -0.11% | -4.89% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.48% | -2.19% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.23% | -0.20% | -6.30% | |
| 11 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 2.21% | — | +7.06% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.91% | +0.17% | -86.33% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | -0.16% | -6.95% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.58% | +0.08% | -81.99% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.31% | +0.08% | -78.33% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | -0.14% | -3.29% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.10% | — | -79.81% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.07% | — | -30.19% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | — | -66.78% | |
| 20 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.01% | -0.09% | -3.04% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | — | -24.59% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.94% | — | +0.14% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.88% | -0.07% | -1.34% | |
| 24 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.88% | — | -8.08% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | — | +4.68% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | — | -4.18% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.68% | — | -6.72% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.16% | -19.64% | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.63% | — | -57.48% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | +0.11% | +31.26% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.52% | -0.07% | -12.27% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | — | -2.68% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | -0.06% | -1.68% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.42% | — | -85.38% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.41% | — | -29.25% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.39% | — | +4.69% | |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.38% | — | +4.06% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.37% | — | +1.73% | |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.36% | — | +1.50% | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.36% | — | +1.61% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | -17.75% | |
| 42 | ECL | Ecolab INC | 股票-原材料 | 0.34% | -0.09% | -2.53% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.33% | — | -30.62% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.32% | — | -5.20% | |
| 45 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.28% | — | -7.66% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.28% | — | +0.71% | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.27% | — | -93.24% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.27% | -0.06% | -11.39% | |
| 49 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.27% | — | -8.65% | |
| 50 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.27% | — | +1.98% |