CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 268 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 | 7.08% | — | -0.58% | |
| 2 | SBUX | Starbucks CORP | 股票-周期性消费 | 6.85% | — | -0.42% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.63% | — | +9.71% | |
| 4 | PCAR | Paccar INC | 股票-工业 | 4.38% | — | +28.16% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.04% | — | +0.27% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.70% | — | -2.68% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.73% | — | +1.06% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.57% | — | +0.00% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.34% | — | +9.55% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.27% | — | -0.79% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.21% | — | +0.02% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.95% | — | -0.23% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 1.65% | — | +0.04% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.54% | — | +0.22% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | — | +1.09% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | — | -0.15% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.26% | — | -1.89% | |
| 19 | OMER | Omeros CORP | 股票-其他 | 1.21% | — | -0.06% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.17% | — | -0.43% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.16% | — | +3.12% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.12% | — | -2.91% | |
| 23 | WPS | Ishares International Develo | ETF-其他 | 1.10% | — | +2.99% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.99% | — | -4.26% | |
| 25 | TNET | Trinet Group INC | 股票-其他 | 0.92% | — | -5.05% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.90% | — | -20.50% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | — | +0.50% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.82% | — | -3.04% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.78% | — | +2.61% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +50.69% | |
| 31 | ALGN | Align Technology INC | 股票-医疗保健 | 0.76% | — | +0.08% | |
| 32 | AWK | American Water Works Co INC | 股票-公用事业 | 0.76% | — | -4.10% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -0.76% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.73% | — | -3.09% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.73% | — | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.64% | — | -3.43% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +0.13% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | +9.43% | |
| 39 | OMC | Omnicom Group | 股票-通信服务 | 0.54% | — | — | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -1.37% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +0.00% | |
| 42 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.51% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | — | -13.18% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | +2.67% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | — | +0.02% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | +2.83% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +0.45% | |
| 48 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.41% | — | +134.16% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.41% | — | -1.92% | |
| 50 | MPLX | Mplx LP | 股票-能源 | 0.40% | — | — |