CIK: 0001664214
申报总市值
US$17.5亿
仅显示前 200 大持股（共 480 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 | 13.44% | +1.05% | +4.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.86% | -1.22% | -0.87% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.79% | -0.18% | -4.64% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 6.29% | +0.01% | -1.53% | |
| 5 | DIHP | Dimensional International Hi | ETF-其他 | 4.97% | +0.10% | +0.79% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.92% | -0.03% | -1.62% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.27% | -0.05% | -9.66% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.10% | — | -1.42% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.24% | -0.04% | +1.57% | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.20% | -0.10% | -0.39% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.14% | -0.02% | -5.66% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | -0.10% | -7.54% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | -0.12% | -1.89% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.79% | +0.06% | -1.26% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.35% | — | -2.07% | |
| 16 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-其他 | 0.90% | — | -3.24% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.88% | +0.27% | +0.64% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | — | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.74% | — | -1.16% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | -0.12% | +0.12% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.05% | -8.09% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.13% | -6.09% | |
| 24 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.68% | — | -8.76% | |
| 25 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.65% | -0.20% | -4.34% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | +0.12% | -5.94% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.05% | -0.90% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -6.65% | |
| 29 | SNOW | Snowflake INC | 股票-科技 | 0.47% | -0.04% | +2.36% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.46% | — | -8.50% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | — | -12.25% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.42% | — | -8.53% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | -1.63% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | +0.07% | +21.58% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.39% | -0.06% | -2.41% | |
| 36 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.39% | — | -1.40% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | +13.94% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -0.77% | |
| 39 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.35% | — | — | |
| 40 | DNLI | Denali Therapeutics INC | 股票-其他 | 0.30% | +0.04% | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.30% | — | — | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.28% | -0.05% | -2.55% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.27% | — | -0.30% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.26% | +0.08% | -9.05% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.26% | — | -9.36% | |
| 46 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.26% | — | -0.32% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | +0.02% | — | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | — | -7.04% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.23% | — | +7.50% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.23% | — | — |