CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 466 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 15.95% | -1.39% | +495.99% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.82% | +0.81% | -0.27% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.46% | -0.65% | +0.92% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.44% | +0.17% | +0.63% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.83% | +0.15% | +1.57% | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 3.43% | +0.24% | +5.06% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 3.17% | — | -1.50% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.84% | — | -81.78% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.49% | +0.10% | +3.71% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.23% | +0.03% | -5.84% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | +0.01% | -1.19% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | +0.09% | -2.68% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.77% | — | -3.73% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.02% | -2.05% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.71% | -0.17% | +2.48% | |
| 16 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.68% | -0.01% | -3.42% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.66% | — | -2.64% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.08% | +1.63% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | +0.35% | +1.91% | |
| 20 | MAIN | Main Street Capital CORP | 股票-金融 | 0.63% | — | -12.50% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.22% | -4.07% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | -0.01% | — | |
| 23 | ✓ | Ishares Tr | 股票-其他 | 0.57% | — | — | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.57% | +0.04% | -2.49% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.51% | +0.16% | +74.70% | |
| 26 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.51% | — | -1.77% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -2.68% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.48% | — | -2.56% | |
| 29 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.48% | — | -1.46% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.47% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | +0.20% | +1.00% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | +0.03% | -5.55% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.12% | -13.30% | |
| 34 | ARCC | Ares Capital CORP | 股票-金融 | 0.42% | -0.13% | -5.54% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.41% | +0.07% | +6.23% | |
| 36 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.41% | — | -10.68% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.41% | +0.07% | +7.58% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | — | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.37% | — | — | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | — | -1.76% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.35% | — | — | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.04% | -3.83% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | +0.06% | -7.93% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.29% | — | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.28% | — | -6.11% | |
| 46 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.28% | — | +9.65% | |
| 47 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.27% | — | -0.62% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.27% | +0.04% | -0.95% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.27% | — | -1.85% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.25% | — | +8.42% |