CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 260 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 10.39% | — | +57.90% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.66% | — | +0.64% | |
| 3 | SBUX | Starbucks CORP | 股票-周期性消费 | 6.76% | — | +30.35% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.88% | — | -0.74% | |
| 5 | PCAR | Paccar INC | 股票-工业 | 3.91% | — | -0.26% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.39% | — | -5.11% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.77% | — | -1.57% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.66% | — | +5.60% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.90% | — | -2.13% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.66% | — | -3.65% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | — | +0.35% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.51% | — | -19.67% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.50% | — | +0.06% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | — | -2.15% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.34% | — | +6.06% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | -6.21% | |
| 17 | OMER | Omeros CORP | 股票-其他 | 1.14% | — | -2.14% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.10% | — | -3.26% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.08% | — | -2.86% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.04% | — | -0.00% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.97% | — | +3.53% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +48.59% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.91% | — | -0.12% | |
| 24 | TNET | Trinet Group INC | 股票-其他 | 0.90% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | +85.94% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.82% | — | -9.41% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | — | -1.40% | |
| 28 | AWK | American Water Works Co INC | 股票-公用事业 | 0.74% | — | +0.02% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.73% | — | +20.81% | |
| 30 | WPS | Ishares International Develo | ETF-其他 | 0.73% | — | -3.24% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.70% | — | +21.90% | |
| 32 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.70% | — | -26.42% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.69% | — | -0.03% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | +156.59% | |
| 35 | ALGN | Align Technology INC | 股票-医疗保健 | 0.66% | — | -5.63% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | — | +76.62% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | — | -10.19% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | -0.66% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.51% | — | -26.49% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -9.79% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +103.69% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +6.65% | |
| 43 | AVDE | Avantis International Equity | ETF-其他 | 0.46% | — | -6.80% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | — | -21.30% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.43% | — | +30.41% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.43% | — | +2.01% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | — | +0.03% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | — | +13.91% | |
| 49 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.38% | — | +22.09% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | -2.78% |