CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 432 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 | 9.86% | +1.05% | +0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.58% | -1.22% | +0.30% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.07% | -0.03% | +1.01% | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 4.65% | -0.10% | +1.06% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.60% | — | +1.87% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.41% | +0.08% | +6.65% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.81% | -0.20% | +4.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.40% | -0.18% | +2.61% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.87% | +0.06% | -0.45% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.86% | +0.01% | +3.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.76% | -0.12% | +0.98% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.55% | — | -1.10% | |
| 13 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.52% | — | +39.80% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.51% | — | +5.92% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | +0.13% | +1.08% | |
| 16 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.43% | — | +3.07% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.05% | +1.58% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | +0.12% | +1.70% | |
| 19 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.09% | — | -4.01% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.85% | — | — | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | — | +4.11% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.10% | +308.25% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +2.32% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | -0.06% | +0.98% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +2.65% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.05% | +0.77% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.42% | — | +0.03% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | +2.17% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | -0.05% | +1.21% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | -0.03% | +1.91% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +2.51% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +1.88% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.34% | — | +1.60% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.34% | — | +11.04% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.34% | +0.27% | -39.14% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | — | +1.77% | |
| 37 | SNOW | Snowflake INC | 股票-科技 | 0.33% | -0.04% | +367.63% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +3.10% | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.31% | — | +2.37% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.31% | — | — | |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.31% | — | +0.00% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.31% | — | +2.23% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.31% | — | +3.24% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | -0.01% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.30% | — | -43.66% | |
| 46 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.26% | — | +1.72% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.26% | — | +1.96% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.25% | — | +0.84% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.05% | +1.80% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.22% | -0.03% | +1.76% |