CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 344 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 | PCAR | Paccar INC | 股票-工业 | 12.53% | — | +225.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.63% | — | -2.67% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.34% | — | +3.36% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.80% | — | -1.26% | |
| 5 | SBUX | Starbucks CORP | 股票-周期性消费 | 4.06% | — | +5.63% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.10% | — | -4.26% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.59% | — | +1.54% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.50% | — | -0.63% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | — | -5.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | — | +2.54% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.62% | — | +3.80% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.35% | — | +4.65% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.32% | — | -1.36% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.28% | — | -2.99% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | +12.29% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | — | +0.09% | |
| 17 | AVDE | Avantis International Equity | ETF-其他 | 1.07% | — | +14.26% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | — | -1.00% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.99% | — | +1.19% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.97% | — | -17.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | -13.24% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | — | -48.38% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | -0.82% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.87% | — | +5.30% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.82% | — | -0.97% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.77% | — | +0.14% | |
| 27 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.76% | — | +2.80% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -1.33% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | -8.31% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | — | -15.46% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | +5.75% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +10.66% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | -6.51% | |
| 34 | AWK | American Water Works Co INC | 股票-公用事业 | 0.60% | — | +0.91% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.57% | — | +3.07% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.56% | — | -0.24% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.56% | — | +10.45% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.53% | — | +0.77% | |
| 39 | TNET | Trinet Group INC | 股票-其他 | 0.51% | — | -12.84% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.50% | — | -14.79% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.48% | — | -28.77% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +2.86% | |
| 43 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.42% | — | +1239.30% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +11.77% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | — | -4.24% | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.39% | — | +3.71% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | -12.66% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.36% | — | -0.78% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.35% | — | +2.66% | |
| 50 | OMC | Omnicom Group | 股票-通信服务 | 0.35% | — | -18.19% |