CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 278 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 | PCAR | Paccar INC | 股票-工业 | 16.51% | +1.05% | -0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.49% | -1.22% | +19.68% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.19% | -0.03% | -0.50% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.97% | +0.08% | +20.87% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.56% | — | -2.25% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.55% | — | +29.22% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.02% | -0.20% | +46.25% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.59% | — | -0.97% | |
| 9 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 2.54% | — | +17.75% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.17% | +0.06% | +4.43% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.98% | — | +74.44% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.62% | -0.18% | +17.77% | |
| 13 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.57% | — | -2.06% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.19% | — | — | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.10% | +0.01% | — | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.04% | -0.10% | -1.99% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.01% | — | -7.27% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.05% | +7.35% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.13% | +7.10% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | +0.12% | +7.05% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | +0.02% | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | — | +18.25% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | -0.12% | +0.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | -0.05% | +52.86% | |
| 25 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.55% | — | -1.58% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.54% | — | +3.22% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -0.02% | -35.09% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | +6.72% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +12.55% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +32.41% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.47% | — | +2.42% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | -0.05% | +8.61% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | -3.63% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +15.03% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | -12.50% | |
| 36 | RDFN | Redfin CORP | 股票-其他 | 0.39% | — | — | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.38% | — | +22.63% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.38% | -0.06% | +5.48% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.38% | — | +15.57% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -0.24% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +7.95% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.37% | — | +10.76% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.36% | — | +8.73% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.35% | — | +13.48% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +25.54% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | — | +12.34% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | -0.03% | +4.34% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.32% | — | +12.02% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +8.64% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | — | +19.00% |