CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 228 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 | 8.56% | — | +0.93% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.98% | — | +2.13% | |
| 3 | SBUX | Starbucks CORP | 股票-周期性消费 | 5.95% | — | -3.00% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.41% | — | +5.02% | |
| 5 | PCAR | Paccar INC | 股票-工业 | 4.11% | — | +1.47% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.60% | — | -5.22% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.19% | — | +25.32% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.71% | — | +3.23% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.16% | — | -10.05% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.11% | — | -1.42% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.02% | — | -6.89% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.81% | — | +1.35% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.75% | — | +613.94% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | — | +11.65% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.52% | — | +0.46% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | — | +4.30% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.39% | — | +30.09% | |
| 18 | OMER | Omeros CORP | 股票-其他 | 1.37% | — | -1.10% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.32% | — | -34.18% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.29% | — | +2.65% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.12% | — | +2.23% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.12% | — | -3.36% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.10% | — | -9.89% | |
| 24 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.99% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | — | +4.04% | |
| 26 | EPD | Enterprise Products Partners | 股票-能源 | 0.95% | — | -5.17% | |
| 27 | WPS | Ishares International Develo | ETF-其他 | 0.89% | — | -5.57% | |
| 28 | AWK | American Water Works Co INC | 股票-公用事业 | 0.88% | — | +0.10% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.85% | — | -13.86% | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.80% | — | -0.86% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.80% | — | -7.67% | |
| 32 | TNET | Trinet Group INC | 股票-其他 | 0.72% | — | -2.39% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +0.13% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -6.45% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.60% | — | -1.36% | |
| 36 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.60% | — | +147.81% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.57% | — | — | |
| 38 | ALGN | Align Technology INC | 股票-医疗保健 | 0.57% | — | +0.14% | |
| 39 | AVDE | Avantis International Equity | ETF-其他 | 0.54% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | +13.47% | |
| 41 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.47% | — | +0.56% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +190.20% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.46% | — | -56.24% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +0.55% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | +0.11% | |
| 46 | OMC | Omnicom Group | 股票-通信服务 | 0.44% | — | +0.06% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.44% | — | +2.28% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.44% | — | +3.50% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | -11.75% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -18.96% |