CIK: 0001697457
申报总市值
US$10.6亿
仅显示前 200 大持股（共 373 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 | 14.31% | — | -1.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.18% | — | +3.30% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.39% | — | +3.31% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.85% | — | -12.66% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.80% | — | -2.04% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.54% | — | +980.03% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.34% | — | -2.71% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.94% | — | +95.97% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.90% | — | +81.86% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.58% | — | -6.99% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.48% | — | -65.02% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.38% | — | -2.52% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | — | -50.00% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.15% | — | -5.04% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.12% | — | -0.95% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | +7.86% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | — | -10.11% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | — | -22.76% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.95% | — | -5.38% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.93% | — | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.90% | — | -36.05% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.86% | — | +1.16% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | — | -54.40% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.77% | — | +25.19% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.76% | — | -21.43% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | — | -13.13% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | +2.24% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | -28.56% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | — | +27.08% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.65% | — | -50.94% | |
| 31 | TNET | Trinet Group INC | 股票-其他 | 0.59% | — | +17.40% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.54% | — | +1.73% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.54% | — | +0.17% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.53% | — | -7.86% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -24.71% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | +10.86% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +9.10% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.50% | — | -44.99% | |
| 39 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.48% | — | +776.29% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +13.49% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.47% | — | -19.92% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.46% | — | +114.65% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.46% | — | +703.96% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | — | -44.46% | |
| 45 | DFAI | Dimensional International Co | ETF-其他 | 0.43% | — | +474.65% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | -5.52% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.39% | — | -31.41% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.39% | — | -43.62% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | — | -0.50% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | -44.21% |