CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 1510 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 | 24.41% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 14.14% | +7.12% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.39% | +4.03% | NEW | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.25% | +0.82% | NEW | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.47% | +4.97% | NEW | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.50% | +0.65% | NEW | |
| 7 | NZF | Nuveen Municipal Credit Income Fund | 股票-其他 | 1.43% | — | — | |
| 8 | CME | Cme Group INC | 股票-金融 | 1.24% | +0.53% | NEW | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.22% | +0.36% | NEW | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.14% | +0.60% | NEW | |
| 11 | EFT | Eaton Vance Fltng Rt INC Tr | 股票-其他 | 0.98% | — | — | |
| 12 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.89% | — | — | |
| 13 | ✓ | Nuveen | 股票-其他 | 0.79% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | +2.17% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | +0.96% | NEW | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +1.47% | NEW | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +1.00% | NEW | |
| 20 | VAL | Valaris Limited | 股票-能源 | 0.46% | — | — | |
| 21 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.44% | — | — | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | — | |
| 23 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.37% | — | — | |
| 24 | ✓ | Thl Cr Sr Ln Fd | 股票-其他 | 0.36% | — | — | |
| 25 | BOX | Box INC - Class A | 股票-科技 | 0.35% | — | — | |
| 26 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.34% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | +0.87% | NEW | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.32% | — | — | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.32% | — | — | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.32% | — | — | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.30% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | +0.76% | NEW | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.44% | NEW | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | — | |
| 35 | EFF | Eaton Vance Floating-rate In | 股票-其他 | 0.28% | — | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.90% | NEW | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.27% | — | — | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | +0.38% | NEW | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.25% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | +0.39% | NEW | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.23% | — | — | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.23% | — | — | |
| 44 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.22% | — | — | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.22% | — | — | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.22% | — | — | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.22% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.21% | — | — | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.21% | — | — |