CIK: 0001633674
申报总市值
US$1.9亿
仅显示前 200 大持股（共 536 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.51% | +0.81% | +0.23% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 13.34% | -1.39% | -3.88% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.98% | +0.17% | -0.33% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.01% | -0.65% | -3.25% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.95% | +0.24% | -0.50% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.20% | +0.15% | -1.50% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 2.80% | -0.37% | -2.38% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.11% | — | -1.43% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.01% | -0.17% | -7.44% | |
| 10 | 8DT | Squarespace INC - Class A | 股票-其他 | 1.95% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | +0.35% | -0.39% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | +0.04% | -0.24% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.29% | +0.10% | -1.62% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.98% | +0.03% | -0.26% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.97% | +0.16% | +31.25% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.87% | +0.07% | -1.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.20% | +3.13% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.08% | -0.55% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.77% | +0.09% | +2.99% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.02% | +1.38% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.73% | — | -3.03% | |
| 22 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.73% | — | -2.08% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.22% | — | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.69% | — | — | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | -2.76% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.61% | — | -0.97% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.01% | -0.81% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.53% | -0.28% | — | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.51% | — | -45.37% | |
| 30 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.50% | -0.01% | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.49% | — | +0.06% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.48% | -0.13% | +4.51% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.45% | +0.07% | +14.22% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | +0.01% | — | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.39% | +0.08% | -0.16% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.12% | — | |
| 38 | MAIN | Main Street Capital CORP | 股票-金融 | 0.39% | — | — | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.38% | — | +5.50% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.37% | +0.32% | — | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.37% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | +0.03% | -0.23% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.36% | — | — | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.06% | — | |
| 45 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.34% | — | +2.63% | |
| 46 | ENB | Enbridge INC | 股票-能源 | 0.33% | +0.01% | +4.21% | |
| 47 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.33% | — | -3.35% | |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.31% | — | — | |
| 49 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.31% | — | +8.04% | |
| 50 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.31% | — | -2.73% |