CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 308 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 | 9.27% | — | -0.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.71% | — | -5.05% | |
| 3 | SBUX | Starbucks CORP | 股票-周期性消费 | 5.78% | — | -0.77% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.41% | — | -2.15% | |
| 5 | PCAR | Paccar INC | 股票-工业 | 4.79% | — | +34.44% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.15% | — | -1.76% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.79% | — | +0.52% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | — | +4.25% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.88% | — | +0.78% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.67% | — | +2.58% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.66% | — | +0.99% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.54% | — | +0.66% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.39% | — | +1.04% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.36% | — | -9.61% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.31% | — | -3.41% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | — | -0.28% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.19% | — | +14.92% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | — | +1.15% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | — | +2.22% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.05% | — | +9.34% | |
| 21 | ALGN | Align Technology INC | 股票-医疗保健 | 1.02% | — | +0.07% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +16.75% | |
| 23 | OMER | Omeros CORP | 股票-其他 | 0.88% | — | -0.71% | |
| 24 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.87% | — | +4.04% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.85% | — | +1.39% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +1.32% | |
| 27 | TNET | Trinet Group INC | 股票-其他 | 0.80% | — | -9.06% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | — | +15.00% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.75% | — | +0.62% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | +0.44% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.72% | — | -0.53% | |
| 32 | AWK | American Water Works Co INC | 股票-公用事业 | 0.70% | — | -0.53% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.70% | — | +11.36% | |
| 34 | WPS | Ishares International Develo | ETF-其他 | 0.69% | — | +0.08% | |
| 35 | AVDE | Avantis International Equity | ETF-其他 | 0.65% | — | +26.70% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.63% | — | -24.88% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.62% | — | -8.69% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.57% | — | +24.68% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.56% | — | +0.15% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +5.40% | |
| 41 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.55% | — | -20.99% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | — | +4.88% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.53% | — | -0.20% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | +1.40% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.42% | — | -9.54% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.41% | — | -1.32% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | — | +2.14% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.39% | — | +4.10% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | — | +9.22% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.36% | — | +4.48% |