CIK: 0001644128
申报总市值
US$7.2亿
仅显示前 200 大持股（共 424 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 | 10.46% | -0.02% | +2.61% | |
| 2 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 8.35% | -0.48% | +0.46% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.26% | +0.13% | -1.66% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.97% | +0.29% | +9.95% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.72% | +0.15% | +2.03% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.64% | — | +2.40% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.20% | -2.49% | |
| 8 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 2.49% | — | +3.61% | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 2.35% | +0.09% | +7.03% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.48% | -1.59% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | — | +6.72% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.64% | +0.17% | +2.88% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.59% | +0.08% | +2.14% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | +0.08% | +3.68% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | -0.16% | -1.95% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.27% | -0.11% | +842.73% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.16% | -1.68% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.09% | — | +3.66% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.07% | — | +6.65% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | -0.14% | -8.15% | |
| 21 | JMSI | JPM Sus Municipal Income | ETF-其他 | 0.97% | — | +10.22% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.94% | — | +2.84% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.94% | — | +3.79% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.90% | — | -0.14% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | +0.11% | -2.34% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.74% | — | +1.39% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.70% | -0.07% | -9.01% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.67% | — | +9.00% | |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.63% | — | +93.02% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.63% | — | +21.23% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.61% | — | +5.66% | |
| 32 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.61% | -0.09% | -2.40% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.06% | -1.59% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | — | +0.04% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.43% | — | +3.49% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.38% | — | -0.56% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.36% | — | +7.96% | |
| 38 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.35% | — | +45.78% | |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.35% | — | +8.04% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.35% | — | +8.40% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.34% | — | -0.46% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | +4.96% | |
| 43 | ECL | Ecolab INC | 股票-原材料 | 0.30% | -0.09% | +2.22% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.30% | — | -5.03% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | -0.06% | +3.19% | |
| 46 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.27% | — | +11.67% | |
| 47 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 0.27% | — | +13.93% | |
| 48 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 0.27% | — | +11.50% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.27% | — | -3.87% | |
| 50 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.27% | — | +10.54% |