CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 477 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 | MSFT | Microsoft CORP | 股票-科技 | 9.62% | -1.22% | -2.85% | |
| 2 | PCAR | Paccar INC | 股票-工业 | 8.20% | +1.05% | +52.75% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 5.13% | — | +1.68% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.55% | -0.20% | -4.99% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.46% | -0.18% | +5.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.31% | +0.08% | +5.81% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.97% | -0.03% | -22.83% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.96% | +0.01% | +0.85% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.49% | -0.05% | +0.82% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.32% | +0.06% | -7.14% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | -0.12% | -1.51% | |
| 12 | ✓ | 股票-其他 | 1.82% | — | -30.21% | ||
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | -0.02% | +10.77% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.45% | — | -5.89% | |
| 15 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-其他 | 1.34% | — | +0.01% | |
| 16 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.20% | — | -0.91% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | -0.10% | -14.49% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.86% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.84% | — | +651.36% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | -6.19% | |
| 21 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.82% | — | -4.01% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.13% | -9.73% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | +0.12% | -6.54% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +22.34% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | — | -9.91% | |
| 26 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.67% | +0.04% | — | |
| 27 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.60% | — | -9.94% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.05% | -5.19% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 0.54% | — | +125.26% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.51% | — | +3.66% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | -19.48% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.45% | — | +0.02% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +24.21% | |
| 34 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.43% | -0.10% | -12.86% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | -4.74% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.39% | — | +30.78% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | -3.97% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.36% | — | -23.76% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.07% | -6.64% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | +11.88% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.05% | -31.15% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.34% | — | -12.62% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.33% | — | -2.95% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | — | +38.03% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | — | +11.14% | |
| 46 | OKTA | Okta INC | 股票-科技 | 0.31% | — | -2.95% | |
| 47 | NFLX | Netflix INC | 股票-通信服务 | 0.31% | -0.06% | -3.96% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.29% | — | +4.82% | |
| 49 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.28% | — | +1.71% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.27% | — | +404.74% |