CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 1921 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 | 20.99% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 11.84% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 股票-金融 | 10.90% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.73% | +4.97% | NEW | |
| 5 | FSC1EUR | Oaktree Specialty Lending Co | 股票-其他 | 3.55% | — | -0.10% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.11% | +4.03% | NEW | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.48% | +0.82% | NEW | |
| 8 | APPS | Digital Turbine INC | 股票-其他 | 2.37% | — | +0.01% | |
| 9 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.26% | — | +0.04% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | +2.17% | NEW | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | +0.60% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.96% | NEW | |
| 13 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 0.92% | +2.15% | NEW | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | +1.47% | NEW | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | — | +1.27% | |
| 16 | ✓ | Digital Brands Group INC | 股票-其他 | 0.77% | — | — | |
| 17 | CME | Cme Group INC | 股票-金融 | 0.62% | +0.53% | NEW | |
| 18 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.60% | +0.83% | NEW | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.58% | +0.36% | NEW | |
| 20 | MGIEUR | Moneygram International INC | 股票-其他 | 0.56% | — | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +2.53% | NEW | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.76% | NEW | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | +0.38% | NEW | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | +0.87% | NEW | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | +0.65% | NEW | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | — | — | |
| 28 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.42% | — | +1.98% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | +1.00% | NEW | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | — | +1.04% | |
| 31 | AVO | Mission Produce INC | 股票-其他 | 0.27% | — | — | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | +0.39% | NEW | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | +0.38% | NEW | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.26% | — | +15.04% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | +0.90% | NEW | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.22% | — | +0.10% | |
| 37 | NIO | Nio INC - Adr | 股票-周期性消费 | 0.22% | — | +28.36% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | — | — | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.21% | — | -8.57% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.21% | +0.33% | NEW | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.21% | — | -0.50% | |
| 42 | SHOP | Shopify INC - Class A | 股票-科技 | 0.20% | — | +7.36% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.20% | — | +0.13% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.19% | — | -1.07% | |
| 45 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.18% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | +0.44% | NEW | |
| 47 | TEAM | Atlassian Corporation | 股票-科技 | 0.18% | — | +2.87% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.17% | — | +0.78% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.17% | — | +7.92% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.17% | — | +1.25% |