CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 1747 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 | 17.60% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 10.11% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 股票-金融 | 9.11% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.46% | +4.97% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.28% | +4.03% | NEW | |
| 6 | EFT | Eaton Vance Fltng Rt INC Tr | 股票-其他 | 3.22% | — | +12.84% | |
| 7 | JFR | Nuveen Floating Rate Income | 股票-其他 | 3.15% | — | +2.82% | |
| 8 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 2.89% | — | +0.14% | |
| 9 | NZF | Nuveen Municipal Credit Income Fund | 股票-其他 | 2.83% | — | +2.82% | |
| 10 | ✓ | Nuveen | 股票-其他 | 2.77% | — | +12.84% | |
| 11 | OCSI | Oaktree Strategic Income Cor | 股票-其他 | 2.45% | — | +2.06% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.40% | +0.82% | NEW | |
| 13 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-其他 | 2.22% | — | +109.86% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +2.17% | NEW | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | +1.47% | NEW | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | +0.87% | NEW | |
| 17 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.89% | — | -0.33% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.60% | NEW | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.71% | +0.36% | NEW | |
| 20 | CME | Cme Group INC | 股票-金融 | 0.63% | +0.53% | NEW | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.96% | NEW | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | — | |
| 23 | APPS | Digital Turbine INC | 股票-其他 | 0.49% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.65% | NEW | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | +0.76% | NEW | |
| 26 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.46% | +0.83% | NEW | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | — | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.38% | — | — | |
| 29 | EFF | Eaton Vance Floating-rate In | 股票-其他 | 0.38% | — | -1.69% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.37% | — | — | |
| 31 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.34% | — | +2.54% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | +1.00% | NEW | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | +0.38% | NEW | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.24% | — | +15.79% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | +2.53% | NEW | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | +0.39% | NEW | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.24% | — | -0.78% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.23% | — | +1.70% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.22% | +0.38% | NEW | |
| 40 | MGIEUR | Moneygram International INC | 股票-其他 | 0.22% | — | -11.38% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.22% | — | +0.18% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.20% | +0.30% | NEW | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.20% | +0.33% | NEW | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | +5.24% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | +0.44% | NEW | |
| 46 | WIX | Wix.com Ltd. | 股票-科技 | 0.17% | — | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.16% | — | +310.00% | |
| 48 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.16% | — | +1.28% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.16% | — | — | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | -0.96% |