CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 259 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 | MSFT | Microsoft CORP | 股票-科技 | 4.57% | -1.53% | -2.96% | |
| 2 | BTZ | Blackrock Credit Allocation | 股票-其他 | 3.25% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 2.71% | — | +7.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.70% | -0.15% | -1.31% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.68% | — | +0.80% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.66% | — | +7.52% | |
| 7 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 2.56% | — | — | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.13% | — | +0.83% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.06% | -0.14% | — | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.94% | — | +1.39% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.91% | — | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.89% | — | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.86% | — | — | |
| 14 | USB | US Bancorp | 股票-金融 | 1.73% | — | -0.59% | |
| 15 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 1.68% | — | — | |
| 16 | RITM | Rithm Capital CORP | 股票-房地产 | 1.67% | — | — | |
| 17 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.65% | — | — | |
| 18 | BA | Boeing Co/the | 股票-工业 | 1.45% | -0.07% | +2.16% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.28% | — | — | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.20% | — | — | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.11% | — | -6.05% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | — | — | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.96% | — | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | — | +3.25% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.29% | -3.76% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | +0.34% | -3.63% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | -13.07% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | -0.45% | -8.07% | |
| 30 | DHC | Diversified Healthcare Trust | 股票-其他 | 0.76% | — | — | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.73% | — | — | |
| 32 | BKK | Blackrock Muni 2020 Term Tr | 股票-其他 | 0.73% | — | — | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.71% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | -0.08% | +9.83% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.67% | — | +4.30% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | +133.75% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | — | — | |
| 38 | CRHEUR | Crh Medical CORP | 股票-其他 | 0.66% | — | +111.89% | |
| 39 | ✓ | Managed Duration Invt Grad | 股票-其他 | 0.61% | — | — | |
| 40 | PCAR | Paccar INC | 股票-工业 | 0.60% | — | +3.12% | |
| 41 | HPS | John Hancock Prefer INC Iii | 股票-其他 | 0.60% | — | -2.57% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.57% | — | -7.68% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.56% | — | — | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.56% | — | +1.31% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.56% | — | +8.02% | |
| 46 | ✓ | Advisorshares Peritus | 股票-其他 | 0.56% | — | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | -2.54% | |
| 48 | ✓ | 股票-其他 | 0.52% | — | — | ||
| 49 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.52% | — | +4.17% | |
| 50 | NEWMEUR | USA Today Co INC | 股票-其他 | 0.52% | — | -3.12% |