CIK: 0001767045
申报总市值
US$10.8亿
仅显示前 200 大持股（共 2694 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 | 10.68% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.47% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 股票-金融 | 7.08% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.52% | +4.97% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.42% | +4.03% | NEW | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.10% | +3.11% | NEW | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | +2.17% | NEW | |
| 8 | RPAR | Rpar Risk Parity ETF | ETF-其他 | 2.04% | +2.15% | NEW | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | +2.53% | NEW | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.61% | +1.39% | NEW | |
| 11 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 1.56% | — | -19.57% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | +1.23% | NEW | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | +1.47% | NEW | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.18% | +1.07% | NEW | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.94% | NEW | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.73% | NEW | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.96% | +0.65% | NEW | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.87% | +0.82% | NEW | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.96% | NEW | |
| 20 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.80% | — | +0.00% | |
| 21 | INTU | Intuit INC | 股票-科技 | 0.77% | +0.62% | NEW | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | +0.58% | NEW | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.44% | NEW | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | +0.46% | NEW | |
| 25 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 0.67% | +0.52% | NEW | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.67% | — | +0.53% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.76% | NEW | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.66% | +0.47% | NEW | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.90% | NEW | |
| 30 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.58% | +0.83% | NEW | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.54% | — | +6.66% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | +0.87% | NEW | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.50% | +0.38% | NEW | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | +0.44% | NEW | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | +1.00% | NEW | |
| 36 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.50% | — | +0.03% | |
| 37 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.50% | +0.41% | NEW | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.50% | +0.44% | NEW | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | +0.37% | NEW | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.47% | +0.38% | NEW | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +3.43% | |
| 42 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.45% | — | +85.57% | |
| 43 | CME | Cme Group INC | 股票-金融 | 0.45% | +0.53% | NEW | |
| 44 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.43% | — | +0.65% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | +0.73% | NEW | |
| 46 | CHI | Calamos Convert Opport & INC | 股票-其他 | 0.38% | — | -7.49% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | +0.36% | NEW | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | +0.32% | NEW | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.60% | NEW | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.50% | NEW |