CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 494 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 | 14.73% | — | +2.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.73% | +0.81% | -6.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.74% | +0.17% | -0.91% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.02% | -0.65% | -1.09% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.44% | +0.15% | +4.84% | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 3.71% | +0.24% | -3.20% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 3.45% | — | +0.41% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.95% | -1.39% | -0.89% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.47% | +0.10% | +4.14% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.32% | +0.03% | -1.44% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.90% | +0.09% | +2.80% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.02% | +0.98% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | — | -1.63% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | -0.01% | +0.42% | |
| 15 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.77% | -0.01% | -4.58% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.70% | -0.17% | -5.19% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.70% | +0.04% | +14.79% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.22% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.08% | +372.43% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.12% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | +0.35% | +1.12% | |
| 22 | MAIN | Main Street Capital CORP | 股票-金融 | 0.63% | — | +9.98% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +1.32% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | +0.01% | +185.49% | |
| 25 | ✓ | Ishares Tr | 股票-其他 | 0.55% | — | — | |
| 26 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.52% | — | +0.58% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.51% | — | +5.16% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | -14.49% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | +0.03% | +1.36% | |
| 30 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.50% | — | -0.60% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | +0.20% | +6.86% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | — | +0.19% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.49% | — | -2.47% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.45% | — | — | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.45% | +0.07% | +2.87% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | +0.06% | -2.72% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | -1.78% | |
| 38 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.40% | — | +0.67% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | — | — | |
| 40 | RITM | Rithm Capital CORP | 股票-房地产 | 0.37% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.36% | +0.04% | +0.58% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.34% | — | — | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.34% | — | +100.00% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.34% | — | -20.31% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | — | — | |
| 46 | ARCC | Ares Capital CORP | 股票-金融 | 0.32% | -0.13% | +8.69% | |
| 47 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.32% | — | -55.00% | |
| 48 | MU | Micron Technology INC | 股票-科技 | 0.31% | — | +27.40% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.31% | +0.07% | — | |
| 50 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.31% | — | +3.25% |