CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 357 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 | 15.14% | — | +4.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.41% | +0.81% | +1.54% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 9.37% | -0.65% | +1.14% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.26% | +0.17% | +0.34% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.53% | +0.15% | -1.63% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 5.07% | — | -3.22% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.55% | -1.39% | +0.32% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.13% | — | +96.26% | |
| 9 | ✓ | Ishares Dow Jones UBS Roll S | 股票-其他 | 2.06% | — | -35.79% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.70% | — | +11.39% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.63% | +0.03% | -2.47% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.24% | +0.10% | +17.93% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | +0.09% | +0.34% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.02% | -0.34% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 0.75% | — | -0.01% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.71% | — | +0.51% | |
| 17 | MAIN | Main Street Capital CORP | 股票-金融 | 0.71% | — | -1.17% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.12% | -1.76% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | -0.01% | +0.33% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.22% | +8.64% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.62% | — | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | — | -0.05% | |
| 23 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.57% | — | +3620.43% | |
| 24 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.56% | — | +3.77% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.53% | — | +17.69% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.52% | — | -3.94% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | +0.03% | — | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.50% | -0.17% | -4.09% | |
| 29 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.47% | — | +2082.46% | |
| 30 | RITM | Rithm Capital CORP | 股票-房地产 | 0.44% | — | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.43% | — | +1.29% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.06% | — | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | -0.31% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.20% | +3.81% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | +101.86% | |
| 37 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.35% | — | — | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | +0.35% | +18.29% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.34% | +0.07% | — | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.34% | — | -2.33% | |
| 41 | CELG | Celgene CORP | 股票-其他 | 0.32% | — | — | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.31% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.29% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | — | +5871.21% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.29% | — | +195.81% | |
| 46 | NGG | National Grid plc | 股票-公用事业 | 0.27% | — | — | |
| 47 | EPD | Enterprise Products Partners | 股票-能源 | 0.27% | — | — | |
| 48 | CIM | Chimera Investment Corporation | 股票-其他 | 0.25% | — | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.25% | — | — | |
| 50 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.25% | — | +15.00% |