CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 282 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 | SBUX | Starbucks CORP | 股票-周期性消费 | 17.05% | — | -0.65% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.88% | — | -1.00% | |
| 3 | OMER | Omeros CORP | 股票-其他 | 4.29% | — | -1.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | — | -0.98% | |
| 5 | PCAR | Paccar INC | 股票-工业 | 2.60% | — | +2.99% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.41% | — | +2.60% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.34% | — | +3.11% | |
| 8 | WPS | Ishares International Develo | ETF-其他 | 1.98% | — | +1.43% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.93% | — | +1.02% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.88% | — | -0.76% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.83% | — | -2.73% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.70% | — | +0.36% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.65% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | — | +2.40% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.46% | — | -0.36% | |
| 16 | AAL | American Airlines Group INC | 股票-工业 | 1.39% | — | -1.11% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.16% | — | +0.59% | |
| 18 | F | Ford Motor Co | 股票-周期性消费 | 1.09% | — | -0.04% | |
| 19 | OMC | Omnicom Group | 股票-通信服务 | 1.07% | — | +0.27% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.96% | — | +2.96% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | — | +0.68% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | — | +2.46% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | +3.17% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.79% | — | -3.89% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.77% | — | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | — | +5.23% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | — | +6.16% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | — | +1.58% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | -0.64% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +2.09% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | +14.01% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | +1.00% | |
| 33 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.60% | — | +117.56% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | — | -24.49% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | +3.22% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +3.79% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | +1.78% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +2.13% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.48% | — | +4.82% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | +4.89% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | +12.41% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | -4.78% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +13.36% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | +1.47% | |
| 45 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.42% | — | — | |
| 46 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.41% | — | +4.56% | |
| 47 | JBLU | Jetblue Airways CORP | 股票-工业 | 0.41% | — | — | |
| 48 | ✓ | Bonanza Creek Energy INC | 股票-其他 | 0.40% | — | +29.83% | |
| 49 | ZION | Zions Bancorp NA | 股票-金融 | 0.39% | — | -0.24% | |
| 50 | JWNUSD | Nordstrom INC | 股票-其他 | 0.39% | — | +3.72% |