CIK: 0001360798
申报总市值
US$23.7亿
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 | AMZN | Amazon.com INC | 股票-周期性消费 | 17.22% | +2.20% | +1.79% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 10.97% | — | +1.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.61% | -0.01% | +3.41% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.83% | +0.28% | +10.38% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.01% | +0.13% | +1.59% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 3.39% | — | +2.11% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.24% | — | -2.22% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.14% | — | -3.14% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.04% | — | +1.43% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | — | -5.64% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.43% | +5.40% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | -3.55% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.43% | -0.38% | EXIT | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.33% | — | -15.60% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.28% | -0.34% | EXIT | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | — | +30.67% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.91% | +0.18% | +0.99% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.83% | -0.32% | EXIT | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.81% | — | -1.41% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +1.84% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.71% | -0.23% | EXIT | |
| 22 | TMUS | T-mobile US INC | 股票-通信服务 | 0.70% | — | +0.09% | |
| 23 | ✓ | Pluralsight INC | 股票-其他 | 0.55% | — | — | |
| 24 | AVLRUSD | Avalara INC | 股票-其他 | 0.47% | — | — | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.46% | — | +248.28% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.44% | -0.12% | EXIT | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.42% | — | +35.94% | |
| 28 | PCAR | Paccar INC | 股票-工业 | 0.42% | — | +1.03% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.42% | — | -0.58% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.41% | — | -2.15% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.38% | — | +1.41% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | — | +1.86% | |
| 33 | GBX | Greenbrier Companies INC | 股票-其他 | 0.36% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +0.58% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.36% | — | +19.77% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +23.65% | |
| 37 | ✓ | 股票-其他 | 0.35% | — | +0.18% | ||
| 38 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.34% | -0.46% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.31% | — | -0.82% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.31% | — | — | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | — | -7.28% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.31% | — | +0.09% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.30% | — | +12.02% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.29% | -0.40% | EXIT | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.29% | — | -0.18% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | +0.53% | -1.14% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.28% | — | +8.82% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | -9.71% | |
| 49 | DOCU | Docusign INC | 股票-科技 | 0.28% | — | — | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.28% | — | -6.48% |