CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 490 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 | 14.87% | +1.05% | -2.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.80% | -1.22% | -0.48% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.71% | -0.03% | -0.46% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.36% | -0.20% | -0.97% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.25% | — | +1.15% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.96% | -0.18% | +0.70% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.63% | +0.08% | +3.08% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.40% | +0.01% | +0.82% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.92% | +0.06% | -1.84% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.82% | -0.12% | +0.03% | |
| 11 | ✓ | 股票-其他 | 1.66% | — | -17.11% | ||
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.51% | — | +0.55% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | -0.10% | +3.37% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.09% | — | +0.12% | |
| 15 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-其他 | 1.08% | — | — | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.94% | — | -2.06% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.13% | +0.31% | |
| 18 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.86% | +0.04% | +30.29% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | +0.12% | -1.29% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.77% | — | +0.11% | |
| 21 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.75% | — | -0.07% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +1.34% | |
| 24 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.57% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.05% | +8.00% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | — | +0.83% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.50% | -0.10% | -2.80% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.48% | — | +1.14% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -0.95% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | -0.02% | +1.81% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.42% | — | +3.75% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | +7.26% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | -0.05% | +0.39% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.40% | — | +33.01% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | — | +7.92% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.39% | — | +2.02% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | -0.05% | -18.29% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | — | -1.01% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +1.29% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | +0.07% | +5.97% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | +1.81% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | — | -0.48% | |
| 43 | NFLX | Netflix INC | 股票-通信服务 | 0.31% | -0.06% | -1.79% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.30% | — | +0.53% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | -0.03% | +1.02% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.28% | +0.27% | -0.50% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.05% | -0.01% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.26% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.25% | — | +7.05% | |
| 50 | OKTA | Okta INC | 股票-科技 | 0.25% | — | -6.11% |