CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 465 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 | 17.29% | -1.39% | +15.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.08% | +0.81% | -0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.61% | +0.17% | +0.93% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.71% | -0.65% | +0.54% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.04% | +0.15% | +0.29% | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 3.55% | +0.24% | +0.78% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 2.85% | — | -8.48% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.45% | +0.10% | -5.44% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.20% | +0.03% | -4.59% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.95% | +0.16% | +96.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | +0.01% | +4.01% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.84% | -0.17% | -3.55% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.82% | +0.09% | -0.42% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.02% | -1.33% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.77% | — | -1.24% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.72% | — | -72.90% | |
| 17 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.71% | -0.01% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.35% | +2.22% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.65% | — | +2.36% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | -0.01% | -4.69% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | +433.58% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.08% | -12.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.22% | -5.00% | |
| 24 | MAIN | Main Street Capital CORP | 股票-金融 | 0.56% | — | -4.59% | |
| 25 | ✓ | Ishares Tr | 股票-其他 | 0.53% | — | — | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.53% | — | +5.91% | |
| 27 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.52% | — | +89.39% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.48% | — | +0.77% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.47% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | +0.20% | -1.59% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | +0.03% | -5.23% | |
| 32 | SPG | Simon Property Group INC | 股票-房地产 | 0.45% | — | +123.08% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.45% | +0.07% | +5.77% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.45% | — | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | -11.92% | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 0.41% | -0.13% | +1.95% | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.41% | +0.04% | -28.65% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.40% | — | +9.13% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.12% | -4.47% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | — | +8.60% | |
| 41 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.39% | — | +1.09% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | — | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.34% | +0.07% | +3.66% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.06% | -2.33% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.33% | — | — | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.04% | -3.76% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.32% | +0.08% | +4.41% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.31% | — | -3.53% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.29% | — | +18.02% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.29% | — | — |