CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 283 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 | 13.66% | +1.05% | +0.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.54% | -1.22% | +11.02% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 8.82% | -0.03% | -0.05% | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 4.81% | -0.10% | +580.64% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.46% | +0.08% | -0.73% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.86% | — | -19.36% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.30% | -0.18% | +44.07% | |
| 8 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.06% | -0.20% | -14.55% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.04% | +0.01% | +19.69% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.76% | +0.06% | -1.44% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.20% | — | -20.77% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.90% | — | — | |
| 13 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.80% | — | -3.28% | |
| 14 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.57% | — | -5.44% | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.40% | — | -25.81% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.27% | -0.05% | +11.97% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | +0.13% | +12.96% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.95% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.12% | +4.22% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | -0.12% | +68.07% | |
| 21 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.80% | — | +1163.10% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | -19.94% | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.53% | -0.06% | +3.34% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +37.37% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.47% | — | -37.18% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.47% | — | +27.60% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | +51.59% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +11.94% | |
| 29 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.42% | — | +2.11% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.42% | — | -3.94% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +9.63% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +0.07% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.37% | -0.03% | +22.93% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | -0.10% | +4.77% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | -0.05% | +5.03% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.35% | — | -1.54% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | — | +15.17% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | +9.65% | |
| 39 | RDFN | Redfin CORP | 股票-其他 | 0.33% | — | -5.10% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | -0.05% | +207.05% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.31% | — | +3.67% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.31% | — | +33.63% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | — | -2.85% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.27% | — | +4.30% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.27% | — | -32.20% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.26% | — | +7.02% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.25% | — | +12.51% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.25% | -0.03% | +36.93% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.25% | — | +0.13% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.24% | — | -1.62% |