CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 200 大持股（共 289 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 6.77% | -0.66% | +101.97% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 6.40% | — | -5.68% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.73% | — | +37.92% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.26% | — | +55.45% | |
| 5 | NTLA | Intellia Therapeutics INC | 股票-其他 | 2.16% | +0.08% | +122.08% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.16% | +0.08% | -29.96% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.10% | — | -18.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | — | -27.58% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | +0.09% | -3.23% | |
| 10 | PEP | Pepsico INC | 股票-非周期性消费 | 1.68% | — | +0.35% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.68% | +0.16% | -7.68% | |
| 12 | EDIT | Editas Medicine INC | 股票-其他 | 1.61% | — | -11.35% | |
| 13 | GOOG | Alphabet A | 股票-通信服务 | 1.59% | — | -1.35% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.57% | — | -5.26% | |
| 15 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 1.51% | — | -1.78% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.50% | +0.12% | -43.62% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.49% | — | -40.56% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.49% | — | +4.69% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | — | -4.64% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.46% | — | -2.09% | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.39% | — | -16.58% | |
| 22 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.35% | — | -20.05% | |
| 23 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.35% | -0.38% | +4.84% | |
| 24 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.30% | — | — | |
| 25 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.29% | — | +6.55% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 1.24% | — | +17.12% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.22% | — | -4.11% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.21% | — | -5.70% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.21% | — | -14.81% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.04% | -5.98% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 1.09% | — | -15.07% | |
| 32 | MCHP | Microchip Technology INC | 股票-科技 | 1.04% | +0.10% | -7.57% | |
| 33 | UOCT | Innovator U.s. Equity Ultra | ETF-其他 | 1.04% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.21% | EXIT | |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.03% | — | -3.97% | |
| 36 | INTU | Intuit INC | 股票-科技 | 1.03% | -0.18% | -4.70% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | -3.62% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.01% | — | -5.16% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.00% | — | -18.31% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.00% | — | -7.60% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.90% | — | -7.09% | |
| 42 | C | Citigroup INC | 股票-金融 | 0.88% | — | -6.20% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | — | -2.15% | |
| 44 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.87% | — | -1.78% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.87% | — | -0.69% | |
| 46 | PIO | Invesco Global Water ETF | ETF-其他 | 0.87% | — | +3.06% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.85% | — | -2.91% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.85% | — | -3.03% | |
| 49 | ECL | Ecolab INC | 股票-原材料 | 0.85% | — | -2.08% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | — | -9.92% |