CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 1540 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 | 22.82% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 13.70% | +7.12% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.62% | +4.03% | NEW | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.12% | +0.82% | NEW | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.47% | +4.97% | NEW | |
| 6 | EFT | Eaton Vance Fltng Rt INC Tr | 股票-其他 | 2.55% | — | -0.36% | |
| 7 | CME | Cme Group INC | 股票-金融 | 1.91% | +0.53% | NEW | |
| 8 | NZF | Nuveen Municipal Credit Income Fund | 股票-其他 | 1.91% | — | -0.36% | |
| 9 | OCSI | Oaktree Strategic Income Cor | 股票-其他 | 1.83% | — | +29.56% | |
| 10 | JFR | Nuveen Floating Rate Income | 股票-其他 | 1.13% | — | -0.35% | |
| 11 | ✓ | Nuveen | 股票-其他 | 1.11% | — | -0.42% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.04% | +0.60% | NEW | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | +2.17% | NEW | |
| 14 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.97% | — | -0.54% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | +0.65% | NEW | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.84% | +0.36% | NEW | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.96% | NEW | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | +1.47% | NEW | |
| 20 | EFF | Eaton Vance Floating-rate In | 股票-其他 | 0.53% | — | +0.01% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +1.00% | NEW | |
| 23 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.41% | — | -0.35% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | +0.87% | NEW | |
| 25 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.37% | — | +1.59% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | +0.90% | NEW | |
| 27 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.35% | — | +1.95% | |
| 28 | APPS | Digital Turbine INC | 股票-其他 | 0.33% | — | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.29% | — | -1.58% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +0.10% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | -1.18% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.39% | NEW | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.27% | — | +0.31% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | +0.44% | NEW | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.27% | +0.76% | NEW | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.24% | — | +0.75% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.24% | — | -0.76% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | +0.38% | NEW | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | — | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.24% | — | +5.82% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.23% | — | +0.23% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.22% | — | -0.52% | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.22% | — | +0.80% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.21% | — | +4.03% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.21% | — | -1.22% | |
| 46 | C | Citigroup INC | 股票-金融 | 0.20% | — | +1.07% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.20% | — | +6.00% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.20% | — | +16.52% | |
| 49 | UTXZ | United Tech CORP | 股票-其他 | 0.20% | — | +0.56% | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.20% | — | -0.44% |