CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 559 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 | 14.76% | -1.39% | -2.70% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.24% | +0.81% | +0.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.07% | +0.17% | +0.39% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.53% | -0.65% | -0.05% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.47% | +0.24% | -0.92% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.44% | +0.15% | +0.58% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 3.05% | -0.37% | -0.37% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.39% | — | -0.94% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.00% | -0.17% | +2.03% | |
| 10 | 8DT | Squarespace INC - Class A | 股票-其他 | 1.98% | — | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.44% | +0.10% | +0.04% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | +0.04% | -0.33% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | +0.35% | -1.63% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.05% | — | +0.30% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.96% | +0.03% | -3.40% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.89% | +0.07% | +4.43% | |
| 17 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.81% | — | +4.92% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.73% | — | +0.58% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.71% | +0.09% | -1.44% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +0.08% | +0.60% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.67% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.22% | -5.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.20% | +1.43% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.64% | — | -2.33% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | -0.01% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | +10.28% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.53% | -0.28% | +51.37% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | +3.21% | |
| 29 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.48% | -0.01% | -2.78% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.12% | -0.30% | |
| 31 | ARCC | Ares Capital CORP | 股票-金融 | 0.45% | -0.13% | +2.69% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | -3.76% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | +0.01% | -0.91% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | — | |
| 35 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.41% | — | -1.09% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +7.64% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.39% | — | — | |
| 38 | MAIN | Main Street Capital CORP | 股票-金融 | 0.37% | — | -1.35% | |
| 39 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.37% | — | — | |
| 40 | ENB | Enbridge INC | 股票-能源 | 0.35% | +0.01% | +1.42% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | +0.28% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.33% | — | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.06% | +12.06% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.32% | — | — | |
| 45 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.32% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.32% | +0.02% | +4.82% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.32% | — | +14.52% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.31% | — | — | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.31% | +0.08% | — | |
| 50 | O | Realty Income CORP | 股票-房地产 | 0.30% | — | -1.35% |