CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 339 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 15.78% | — | +7.89% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.44% | +0.81% | -2.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.04% | +0.17% | +3.63% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 9.39% | -0.65% | +9.53% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.97% | +0.15% | +13.46% | |
| 6 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 5.30% | — | +23.41% | |
| 7 | ✓ | Rydex ETF Trust | ETF-其他 | 4.71% | — | -1.35% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.26% | -1.39% | +6.67% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.16% | +0.03% | -0.15% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.49% | — | -10.40% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.39% | — | -30.73% | |
| 12 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.91% | — | -33.87% | |
| 13 | MAIN | Main Street Capital CORP | 股票-金融 | 0.78% | — | — | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.73% | — | -6.60% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | — | -5.18% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.12% | +2.58% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.61% | +0.09% | +162.61% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.61% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.61% | — | — | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +7.94% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.22% | — | |
| 22 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.59% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.58% | -0.17% | +0.02% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.01% | +4.96% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.53% | — | +11.50% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.02% | +3.57% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | — | — | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.41% | +0.07% | -3.69% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.36% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | +0.03% | +31.52% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.33% | — | — | |
| 32 | CELG | Celgene CORP | 股票-其他 | 0.32% | — | — | |
| 33 | UTXZ | United Tech CORP | 股票-其他 | 0.29% | — | — | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.29% | — | — | |
| 35 | RITM | Rithm Capital CORP | 股票-房地产 | 0.28% | — | +74.56% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.28% | — | +3.59% | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.27% | — | -1.90% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.27% | — | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.27% | — | -0.91% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.26% | — | -1.74% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.26% | — | — | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.25% | — | — | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | — | — | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.24% | — | — | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.24% | — | +93.75% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.23% | — | — | |
| 47 | ✓ | Google INC Class C | 股票-其他 | 0.23% | — | — | |
| 48 | CIM | Chimera Investment Corporation | 股票-其他 | 0.23% | — | — | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.21% | — | +147.58% | |
| 50 | ✓ | Seaspan CORP | 股票-其他 | 0.19% | — | — |