CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 292 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 | 5.71% | — | -0.17% | |
| 2 | SBUX | Starbucks CORP | 股票-周期性消费 | 5.14% | — | -8.11% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.78% | — | +2.40% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.96% | — | -1.10% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.27% | — | +0.40% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.97% | — | +0.26% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.47% | — | +0.83% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.34% | — | +0.00% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.32% | — | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.31% | — | +36.80% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | — | -1.04% | |
| 12 | OMER | Omeros CORP | 股票-其他 | 2.26% | — | -3.29% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 2.06% | — | — | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.77% | — | -1.22% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | — | +0.42% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | — | +1.14% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.41% | — | -0.36% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.36% | — | +0.17% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | — | -2.68% | |
| 20 | WPS | Ishares International Develo | ETF-其他 | 1.27% | — | +1.27% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.25% | — | -2.76% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.25% | — | -0.83% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.24% | — | — | |
| 24 | ALGN | Align Technology INC | 股票-医疗保健 | 1.16% | — | — | |
| 25 | PCAR | Paccar INC | 股票-工业 | 1.12% | — | -2.45% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.07% | — | -0.05% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.91% | — | +0.05% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | — | -0.44% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.83% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +1.67% | |
| 31 | OMC | Omnicom Group | 股票-通信服务 | 0.75% | — | +0.07% | |
| 32 | MPLX | Mplx LP | 股票-能源 | 0.74% | — | -0.31% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | +4.12% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.71% | — | +91.91% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +0.60% | |
| 36 | AWK | American Water Works Co INC | 股票-公用事业 | 0.68% | — | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | -1.15% | |
| 38 | AAL | American Airlines Group INC | 股票-工业 | 0.61% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | -14.38% | |
| 40 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.60% | — | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | — | +0.41% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | — | +1.83% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.54% | — | -6.17% | |
| 44 | ZION | Zions Bancorp NA | 股票-金融 | 0.50% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +1.37% | |
| 46 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.39% | — | -0.32% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | +7.83% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | -7.99% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.38% | — | -22.20% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.36% | — | -1.15% |