CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 2729 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 | 10.02% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.93% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 股票-金融 | 7.24% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.03% | +4.97% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.58% | +4.03% | NEW | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.00% | +3.11% | NEW | |
| 7 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 2.73% | — | -3.21% | |
| 8 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 1.97% | +2.15% | NEW | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | +2.17% | NEW | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +2.53% | NEW | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.74% | +1.39% | NEW | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +1.23% | NEW | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | +0.73% | NEW | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | +0.65% | NEW | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | +1.47% | NEW | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 0.94% | +1.07% | NEW | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.44% | NEW | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | +0.94% | NEW | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | -2.69% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | +0.82% | NEW | |
| 21 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.72% | +0.83% | NEW | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | +0.58% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.46% | NEW | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.76% | NEW | |
| 25 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 0.65% | +0.52% | NEW | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.62% | +0.47% | NEW | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.96% | NEW | |
| 28 | INTU | Intuit INC | 股票-科技 | 0.60% | +0.62% | NEW | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | +9.18% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.90% | NEW | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.53% | — | +1.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | +1.00% | NEW | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.50% | +0.38% | NEW | |
| 34 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.50% | — | +5.32% | |
| 35 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.49% | +0.41% | NEW | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | +0.37% | NEW | |
| 37 | CHI | Calamos Convert Opport & INC | 股票-其他 | 0.48% | — | -0.83% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | +0.44% | NEW | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.46% | +0.38% | NEW | |
| 40 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.46% | +0.44% | NEW | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | +0.87% | NEW | |
| 42 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.43% | — | -64.21% | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.42% | — | +2.71% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.41% | +0.60% | NEW | |
| 45 | CME | Cme Group INC | 股票-金融 | 0.41% | +0.53% | NEW | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.40% | +0.36% | NEW | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | +0.73% | NEW | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | +43.29% | |
| 49 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.35% | — | -2.44% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.39% | NEW |