CIK: 0001671716
申报总市值
US$12.0亿
仅显示前 200 大持股（共 291 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 | 6.77% | -0.27% | +4.37% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.90% | — | +7.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.92% | +0.23% | -0.43% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.74% | +0.43% | +4.91% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.47% | — | -0.71% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.34% | +0.20% | +3.91% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.89% | — | +5.47% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.39% | — | +11.85% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.76% | — | +3.79% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | — | -0.12% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.60% | +0.36% | -1.21% | |
| 12 | PCAR | Paccar INC | 股票-工业 | 1.50% | — | -0.18% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.43% | -0.16% | -2.57% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.53% | -0.58% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | — | +0.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.28% | +1.32% | -3.82% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 1.19% | -0.20% | +28.42% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | +0.39% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.09% | — | +2.64% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | — | +9.68% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | — | +2.02% | |
| 22 | AMGN | Amgen INC | 股票-医疗保健 | 1.02% | — | +0.18% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.01% | -0.20% | +9.18% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.97% | +0.31% | +3.43% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | +3.98% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工业 | 0.95% | — | -1.22% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.95% | — | -0.37% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.94% | — | -0.40% | |
| 29 | EG | Everest Group, Ltd. | 股票-金融 | 0.92% | — | -0.72% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.91% | -0.64% | +2.27% | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.91% | — | -0.52% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +7.03% | |
| 33 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.89% | — | -0.25% | |
| 34 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.86% | — | +1.71% | |
| 35 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.82% | — | +5.47% | |
| 36 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | — | -0.50% | |
| 37 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.73% | — | -1.92% | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.72% | — | -1.33% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.72% | — | -4.76% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | +4.70% | |
| 41 | ✓ | 股票-其他 | 0.70% | — | -3.90% | ||
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.70% | — | -0.09% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.67% | — | +1.18% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.66% | — | +0.03% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | +0.47% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | +0.50% | +2.12% | |
| 47 | ECL | Ecolab INC | 股票-原材料 | 0.62% | — | -2.10% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.61% | -0.23% | -0.97% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.61% | — | -2.27% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | — | +3.20% |