CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 272 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 | 6.81% | — | -4.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.44% | — | +51.80% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.08% | — | +157.50% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.89% | — | -3.79% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.03% | — | +85.75% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.95% | — | +757.38% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.53% | — | +585.79% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.39% | — | +6705.02% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.37% | — | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.37% | — | +34.00% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.87% | — | +69.38% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.84% | — | +0.18% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.74% | — | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.61% | — | +678.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | — | +176.55% | |
| 16 | OMER | Omeros CORP | 股票-其他 | 1.48% | — | -21.61% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.46% | — | +36.88% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.44% | — | +179.92% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +9.76% | |
| 20 | WPS | Ishares International Develo | ETF-其他 | 1.32% | — | -12.38% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.32% | — | +190.85% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.30% | — | -2.35% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.26% | — | — | |
| 24 | PCAR | Paccar INC | 股票-工业 | 1.26% | — | -71.48% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.10% | — | -8.25% | |
| 26 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.98% | — | +20.09% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | — | +292.02% | |
| 28 | ALGN | Align Technology INC | 股票-医疗保健 | 0.87% | — | — | |
| 29 | AAL | American Airlines Group INC | 股票-工业 | 0.86% | — | +0.04% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +183.99% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | — | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | +430.99% | |
| 33 | OMC | Omnicom Group | 股票-通信服务 | 0.74% | — | -0.16% | |
| 34 | MPLX | Mplx LP | 股票-能源 | 0.74% | — | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +242.03% | |
| 36 | AWK | American Water Works Co INC | 股票-公用事业 | 0.67% | — | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | — | +52.48% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.60% | — | -1.11% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | -2.79% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | -40.06% | |
| 41 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.59% | — | — | |
| 42 | JWNUSD | Nordstrom INC | 股票-其他 | 0.57% | — | +184.24% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.56% | — | -2.01% | |
| 44 | ZION | Zions Bancorp NA | 股票-金融 | 0.51% | — | +0.12% | |
| 45 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.46% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +14.24% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.42% | — | +1.55% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | +1182.89% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.39% | — | +1005.98% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +176.30% |