CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 471 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 | 18.86% | -1.39% | +15.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.57% | +0.81% | -9.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.73% | +0.17% | -7.02% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.47% | -0.65% | +2.79% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.37% | +0.24% | +0.59% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.31% | +0.15% | -7.27% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 2.43% | — | -0.84% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.96% | +0.10% | -0.45% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.17% | -2.03% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | +0.04% | — | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.26% | +0.03% | -4.80% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.08% | -5.80% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | +0.35% | -2.45% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | +0.01% | -34.92% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | +0.09% | -5.44% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.74% | — | -1.63% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.02% | -10.62% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | — | +5.07% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.01% | -1.32% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | — | -8.56% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | — | -5.38% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.55% | +0.07% | -0.81% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | +0.03% | — | |
| 24 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.54% | -0.01% | -23.51% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.20% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.22% | -4.10% | |
| 27 | ✓ | Ishares Tr | 股票-其他 | 0.52% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.47% | — | — | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | — | +45.26% | |
| 30 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.42% | — | — | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | +0.08% | -2.86% | |
| 32 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.40% | — | -27.11% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +17.35% | |
| 34 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.38% | — | — | |
| 35 | MAIN | Main Street Capital CORP | 股票-金融 | 0.38% | — | -1.12% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.37% | — | -4.01% | |
| 37 | ARCC | Ares Capital CORP | 股票-金融 | 0.34% | -0.13% | -5.35% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.33% | — | — | |
| 39 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.32% | — | +78.16% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.32% | +0.04% | -17.56% | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.30% | — | -7.10% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.29% | — | -7.39% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.29% | — | -17.32% | |
| 44 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.27% | — | -16.15% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.27% | — | -32.29% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.26% | +0.07% | -19.08% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.26% | — | +417.32% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.26% | — | — | |
| 49 | ENB | Enbridge INC | 股票-能源 | 0.25% | +0.01% | +49.06% | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.25% | — | -5.21% |