CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 200 大持股（共 303 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 7.17% | — | — | |
| 2 | EDIT | Editas Medicine INC | 股票-其他 | 3.71% | — | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.04% | — | — | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.77% | +0.08% | — | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.75% | — | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.74% | — | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.63% | — | — | |
| 8 | CALD | Callidus Software INC | 股票-其他 | 2.61% | — | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.41% | +0.12% | — | |
| 10 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.99% | — | — | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.81% | — | — | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.73% | +0.16% | — | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.65% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.61% | +0.09% | — | |
| 15 | GOOG | Alphabet A | 股票-通信服务 | 1.54% | — | — | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.51% | — | — | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.49% | — | — | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | — | — | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.39% | — | — | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.39% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | +0.04% | — | |
| 22 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 1.36% | — | — | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.30% | — | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.30% | — | — | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.27% | — | — | |
| 26 | MCHP | Microchip Technology INC | 股票-科技 | 1.27% | +0.10% | — | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.24% | — | — | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.21% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.21% | EXIT | |
| 30 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.17% | -0.38% | — | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | — | |
| 33 | CRM | Salesforce INC | 股票-科技 | 1.12% | — | — | |
| 34 | C | Citigroup INC | 股票-金融 | 1.08% | — | — | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.04% | — | — | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 1.02% | — | — | |
| 37 | NTLA | Intellia Therapeutics INC | 股票-其他 | 0.99% | +0.08% | — | |
| 38 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.95% | — | — | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.94% | — | — | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.93% | — | — | |
| 41 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.91% | — | — | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.87% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.84% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | — | — | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.82% | -0.18% | — | |
| 46 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.80% | — | — | |
| 47 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.80% | — | — | |
| 48 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.79% | — | — | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.74% | — | — | |
| 50 | ECL | Ecolab INC | 股票-原材料 | 0.73% | — | — |