CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 541 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 | 15.25% | -1.39% | -1.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.46% | +0.81% | -2.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.73% | +0.17% | -0.48% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.72% | -0.65% | -1.46% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.43% | +0.24% | -1.59% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.42% | +0.15% | -0.85% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 3.06% | -0.37% | -1.05% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.91% | — | -0.64% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.17% | +5.54% | |
| 10 | 8DT | Squarespace INC - Class A | 股票-其他 | 1.48% | — | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.46% | +0.10% | -5.36% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.29% | +0.04% | +0.85% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.15% | — | +1.91% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | +0.35% | +1.25% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.06% | +0.03% | -1.15% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.80% | +0.07% | +0.51% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | +0.20% | +3.67% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.22% | +3.93% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.72% | +0.09% | -5.24% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.72% | — | +2225.73% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.08% | -24.36% | |
| 22 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.67% | — | +5.04% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | — | +3.22% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.01% | — | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +2.71% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.02% | -8.08% | |
| 27 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.49% | -0.01% | -7.66% | |
| 28 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.49% | — | +2.49% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.48% | — | -20.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | +0.01% | -30.89% | |
| 31 | ✓ | Ishares Tr | 股票-其他 | 0.46% | — | — | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.41% | -0.13% | +3.16% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.41% | — | — | |
| 34 | MAIN | Main Street Capital CORP | 股票-金融 | 0.39% | — | — | |
| 35 | ENB | Enbridge INC | 股票-能源 | 0.38% | +0.01% | — | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.08% | +8.37% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | — | +0.06% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +6.32% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.06% | +16.12% | |
| 40 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.35% | — | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.35% | — | -3.92% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | +0.03% | -20.45% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.12% | +22.41% | |
| 44 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.33% | — | — | |
| 45 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.33% | — | — | |
| 46 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.32% | — | -10.05% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.31% | — | — | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | -16.05% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.30% | — | — | |
| 50 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.29% | — | — |