CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 426 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 | 10.31% | -0.02% | +4.54% | |
| 2 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 7.42% | -0.48% | +2.81% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.29% | +0.13% | +3.11% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.80% | +0.29% | +6.13% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.69% | +0.15% | +9.47% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.69% | — | +2.95% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.51% | -0.20% | +1.28% | |
| 8 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 2.40% | — | +12.15% | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 2.27% | +0.09% | -5.62% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.48% | -2.34% | |
| 11 | NFLX | Netflix INC | 股票-通信服务 | 1.77% | -0.11% | -6.17% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.64% | +0.17% | -5.93% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | — | +84.92% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.57% | +0.08% | +5.04% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | -0.16% | -5.11% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.38% | +0.08% | +9.56% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.14% | +1.45% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.10% | — | +6.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.16% | +27.36% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.03% | — | +4.32% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | — | -1.17% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.93% | — | -2.10% | |
| 23 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.90% | — | +13.16% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.90% | — | — | |
| 25 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.79% | -0.07% | — | |
| 26 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.77% | -0.09% | -5.87% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | — | -3.29% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.11% | +9.97% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.65% | — | +4.73% | |
| 30 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.59% | — | +4.03% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.54% | — | +54.71% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.53% | — | +54.30% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | +0.04% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.42% | — | +4.85% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | +1.49% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.06% | -7.16% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.34% | — | +3.21% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.34% | — | +3.21% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.34% | — | +3.22% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.32% | — | -1.35% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.32% | -0.07% | -20.94% | |
| 42 | ECL | Ecolab INC | 股票-原材料 | 0.32% | -0.09% | +2.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.30% | — | +26.91% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.29% | — | -9.64% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.28% | — | +71.85% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | -4.67% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.28% | -0.06% | +74.67% | |
| 48 | ASML | ASML Holding N.V. | 股票-科技 | 0.26% | — | +173.48% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.26% | — | -1.73% | |
| 50 | UBER | Uber Technologies INC | 股票-工业 | 0.26% | — | +28.27% |