CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 383 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 | 15.19% | — | +1.65% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.45% | +0.81% | -1.21% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.98% | +0.17% | +0.63% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.62% | -0.65% | -0.64% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.13% | +0.15% | -37.94% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 4.10% | — | +2.89% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 3.64% | — | — | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.44% | -1.39% | +2.99% | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.89% | — | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.54% | +0.03% | -4.53% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.44% | +0.10% | -1.06% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.00% | +0.09% | -1.53% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.02% | — | |
| 14 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.75% | — | +1.84% | |
| 15 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.73% | — | -2.06% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.72% | — | +21.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.01% | — | |
| 18 | MAIN | Main Street Capital CORP | 股票-金融 | 0.69% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.12% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.22% | — | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | +0.03% | — | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | -2.76% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.57% | — | +3.37% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.55% | — | -7.14% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | — | +3.83% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.17% | -5.69% | |
| 27 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.51% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.51% | — | — | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | — | — | |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.43% | +0.04% | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.06% | -1.45% | |
| 32 | RITM | Rithm Capital CORP | 股票-房地产 | 0.42% | — | +1.64% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.20% | -5.61% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | -4.67% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.40% | — | +2.67% | |
| 36 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.39% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | +4.94% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | — | — | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.37% | +0.07% | — | |
| 40 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.37% | — | -17.95% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | +0.35% | -1.76% | |
| 42 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.33% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.33% | +0.04% | — | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.30% | — | — | |
| 45 | CELG | Celgene CORP | 股票-其他 | 0.29% | — | -18.67% | |
| 46 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.28% | — | — | |
| 47 | CIM | Chimera Investment Corporation | 股票-其他 | 0.25% | — | -1.24% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.24% | — | -13.80% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | — | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.24% | — | — |