CIK: 0001238990
申报总市值
US$17.3亿
仅显示前 35 大持股（共 235 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.03% | — | — | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.03% | — | +10.59% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.03% | — | — | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 0.03% | — | — | |
| 5 | MDT | Medtronic plc | 股票-医疗保健 | 0.03% | — | — | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.02% | — | — | |
| 7 | CLMB | Climb Global Solutions INC | 股票-其他 | 0.02% | — | — | |
| 8 | SIC | Select Interior Concepts-a | 股票-其他 | 0.02% | — | — | |
| 9 | AMGN | Amgen INC | 股票-医疗保健 | 0.02% | — | — | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 0.02% | — | -0.79% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.02% | — | — | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 0.02% | — | — | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 0.02% | — | — | |
| 14 | XVMMX | Delaware Inv Minn Muni Ii | 股票-其他 | 0.02% | — | -41.71% | |
| 15 | QRHC | Quest Resource Holding CORP | 股票-其他 | 0.02% | — | — | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.02% | — | — | |
| 17 | PRCPGBP | Perceptron INC | 股票-其他 | 0.02% | — | -94.74% | |
| 18 | ✓ | Alta Equipment Group INC | 股票-其他 | 0.01% | — | +40.35% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.01% | — | — | |
| 20 | SUNSUSD | Solar Senior Capital LTD | 股票-其他 | 0.01% | — | — | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.01% | — | -33.81% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.01% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.01% | — | +0.62% | |
| 24 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.01% | — | — | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.01% | — | — | |
| 26 | HP5A | Equity Commonwealth | 股票-其他 | 0.01% | — | — | |
| 27 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.01% | — | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | — | — | — | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | — | |
| 30 | T | At&t INC | 股票-通信服务 | — | -0.30% | EXIT | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | — | — | — | |
| 32 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | — | — | — | |
| 33 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | — | — | — | |
| 35 | ✓ | Rivernorth Doubleline Strate | 股票-其他 | — | — | — |