CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 386 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 | 12.73% | +1.05% | +2.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.72% | -1.22% | +2.23% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.23% | -0.03% | +0.18% | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 4.99% | -0.10% | +0.11% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.79% | — | +3.28% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.26% | +0.08% | +7.14% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.75% | -0.20% | +0.89% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.20% | -0.18% | +10.07% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.85% | +0.01% | +3.28% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.71% | +0.06% | +6.87% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.12% | -20.49% | |
| 12 | TFSL | Tfs Financial CORP | 股票-其他 | 1.57% | — | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | — | -21.00% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.51% | — | -1.92% | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.45% | — | -0.70% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | -0.05% | +2.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.23% | +0.13% | +3.26% | |
| 18 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.18% | — | -11.56% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | +0.12% | +5.47% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.87% | — | — | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.87% | — | -6.47% | |
| 22 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.75% | — | +3054.50% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +12.80% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | -0.06% | +2.55% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +21.55% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | -0.10% | +2.08% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | +0.03% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +11.88% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | -0.05% | +7.35% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | -0.05% | -0.64% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.38% | — | +4.11% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | -0.03% | +7.85% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +10.07% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +4.95% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.35% | — | +3.40% | |
| 36 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.34% | — | — | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.32% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +1.32% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | — | +14.73% | |
| 40 | PYPL | Paypal Holdings INC | 股票-金融 | 0.31% | — | +6.42% | |
| 41 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.31% | — | -9.40% | |
| 42 | RDFN | Redfin CORP | 股票-其他 | 0.27% | — | +8.89% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.26% | — | +6.60% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.26% | — | +21.79% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.26% | — | +0.76% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.25% | — | +19.15% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.24% | — | +74.76% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.22% | — | +16.36% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.21% | — | +5.35% | |
| 50 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.21% | — | +0.20% |