CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 294 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 | 9.21% | — | +1.60% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.60% | — | -16.07% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.39% | — | -1.70% | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 5.98% | — | -0.07% | |
| 5 | PCAR | Paccar INC | 股票-工业 | 4.42% | — | +0.04% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.00% | — | +3.45% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.19% | — | -2.61% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.98% | — | +2.76% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.10% | — | -18.30% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.01% | — | -3.86% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.86% | — | -91.31% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.63% | — | -7.23% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.63% | — | +7.29% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.52% | — | +31.52% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.27% | — | -40.88% | |
| 16 | AVDE | Avantis International Equity | ETF-其他 | 1.25% | — | +14.82% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.21% | — | +17.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | -3.28% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.10% | — | -11.12% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.09% | — | +10.15% | |
| 21 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.06% | — | +2.51% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | — | -2.52% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | — | -0.40% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 0.89% | — | -1.77% | |
| 25 | OMER | Omeros CORP | 股票-其他 | 0.89% | — | +1.34% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.87% | — | +12.83% | |
| 27 | AWK | American Water Works Co INC | 股票-公用事业 | 0.78% | — | -0.01% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.76% | — | -1.08% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.76% | — | -1.03% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | -1.54% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | — | -43.90% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -2.15% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.71% | — | +25.91% | |
| 34 | WPS | Ishares International Develo | ETF-其他 | 0.71% | — | -0.38% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.69% | — | +0.79% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.68% | — | -0.33% | |
| 37 | ALGN | Align Technology INC | 股票-医疗保健 | 0.67% | — | -47.54% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | -0.26% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.53% | — | -0.01% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.51% | — | -3.00% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.47% | — | +2.25% | |
| 42 | OMC | Omnicom Group | 股票-通信服务 | 0.46% | — | +8.72% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.46% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | — | -5.33% | |
| 45 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.42% | — | -13.16% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | -1.69% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.41% | — | +3.08% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | — | -0.46% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | — | +0.44% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | +0.39% |