CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 452 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 | 16.55% | +1.05% | +0.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.02% | -1.22% | +1.05% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.98% | -0.18% | +2.83% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.80% | +0.01% | +11.39% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.68% | -0.03% | -0.18% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.04% | — | +92.09% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.04% | -0.05% | +1.12% | |
| 8 | DIHP | Dimensional International Hi | ETF-其他 | 2.55% | +0.10% | +69.73% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.28% | +0.06% | -5.17% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.16% | -0.04% | +9.17% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.13% | +0.08% | -34.08% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | -0.10% | -5.74% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.78% | -0.02% | +7.19% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | -0.12% | +9.11% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.42% | — | +1458.66% | |
| 16 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-其他 | 1.12% | — | +0.02% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | — | -1.31% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.87% | — | — | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.86% | -0.20% | -37.03% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.13% | +0.59% | |
| 21 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.84% | — | -1.30% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.80% | — | -8.63% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | +0.12% | -3.90% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.05% | -4.56% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.63% | — | +40.50% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -16.37% | |
| 27 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.58% | — | +4.64% | |
| 28 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.57% | +0.04% | — | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.46% | — | -0.51% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | -0.05% | -4.68% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.45% | — | -3.17% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +0.82% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | +0.07% | +31.21% | |
| 34 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | -0.10% | +0.35% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.42% | -0.06% | -1.80% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +0.68% | |
| 37 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.38% | — | -7.66% | |
| 38 | SNOW | Snowflake INC | 股票-科技 | 0.38% | -0.04% | +93.92% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | — | -16.08% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.28% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.28% | — | -25.56% | |
| 42 | OKTA | Okta INC | 股票-科技 | 0.27% | — | -10.45% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.26% | — | -3.40% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.25% | — | -2.51% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.24% | — | +6.67% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.24% | — | -46.81% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +0.16% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | — | +5.36% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.23% | — | +1.67% | |
| 50 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.22% | — | -59.51% |