CIK: 0001733472
申报总市值
US$3.2亿
仅显示前 200 大持股（共 967 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 | 17.10% | — | -12.00% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 10.44% | +0.06% | +0.75% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.76% | +0.48% | +2.31% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 5.54% | +0.07% | +1.68% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.44% | +0.09% | +2.29% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.77% | — | +1.29% | |
| 7 | JSI | Jh Securitized Income ETF | ETF-其他 | 4.49% | +0.01% | +1.54% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.40% | -0.35% | +1.51% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.15% | +0.03% | +1.29% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 3.07% | -0.25% | +0.90% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.83% | +0.19% | +2.03% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.65% | +0.17% | +57660.42% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.33% | -0.15% | +0.07% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-其他 | 2.28% | +0.13% | +0.83% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.11% | +0.08% | +2.06% | |
| 16 | VOX | Vanguard Communication Servi | ETF-其他 | 2.05% | -0.08% | +2.37% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.02% | -2.02% | +1.72% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | -1.74% | +1.20% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.47% | +0.08% | +2.11% | |
| 20 | VFH | Vanguard Financials ETF | ETF-其他 | 1.43% | -0.09% | +2.23% | |
| 21 | TFX | Teleflex INC | 股票-医疗保健 | 1.35% | — | -0.02% | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.72% | — | — | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.66% | — | — | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | +0.03% | +6.52% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | +0.63% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.04% | +2.31% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | — | +1.36% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | — | +0.51% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | +0.03% | -24.05% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | -0.03% | +22.68% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.20% | — | +1.16% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | -0.05% | +18.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | +1.42% | +0.32% | |
| 35 | BITW | Bitwise 10 Crypto Index ETF | ETF-加密货币 | 0.18% | -0.18% | EXIT | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | — | +8.08% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.17% | — | -33.52% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.14% | — | +0.26% | |
| 39 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.14% | — | -4.28% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.13% | — | +0.12% | |
| 41 | WM | Waste Management INC | 股票-工业 | 0.13% | — | -0.10% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.12% | — | +0.16% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.12% | — | +0.08% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.05% | +2.22% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | +0.04% | +3.31% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.11% | — | -23.85% | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.10% | — | +0.30% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.10% | — | -10.46% | |
| 49 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.10% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 股票-工业 | 0.09% | — | — |