CIK: 0001731927
申报总市值
US$4.0亿
仅显示前 200 大持股（共 268 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 | 8.26% | -0.66% | -5.56% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.51% | — | -5.46% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.49% | — | +1.51% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.35% | +0.08% | -1.43% | |
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 2.25% | — | +21.29% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.23% | — | +0.57% | |
| 7 | PEP | Pepsico INC | 股票-非周期性消费 | 2.08% | — | +1.35% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.94% | — | +1.56% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.92% | — | -1.41% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.91% | +0.09% | -0.46% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.88% | — | -0.57% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.86% | +0.12% | -0.32% | |
| 13 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.81% | — | +0.67% | |
| 14 | GOOG | Alphabet A | 股票-通信服务 | 1.79% | — | -0.34% | |
| 15 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.75% | +0.08% | -2.78% | |
| 16 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 1.69% | — | +4.01% | |
| 17 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 1.68% | — | +7.69% | |
| 18 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.66% | — | -2.30% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.65% | — | -0.26% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.60% | +0.16% | — | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.50% | — | -4.58% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | +0.04% | -0.39% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 1.43% | — | -0.86% | |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.41% | -0.38% | +1.51% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.37% | — | +7.30% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 1.24% | — | -1.71% | |
| 27 | MCHP | Microchip Technology INC | 股票-科技 | 1.21% | +0.10% | -2.89% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.20% | — | -0.20% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 1.17% | — | -1.17% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.21% | EXIT | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.13% | — | -0.32% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | — | |
| 34 | INTU | Intuit INC | 股票-科技 | 1.12% | -0.18% | -0.02% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | — | -1.66% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.11% | — | +5.71% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.08% | — | — | |
| 38 | C | Citigroup INC | 股票-金融 | 1.04% | — | -1.48% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.03% | — | — | |
| 40 | EDIT | Editas Medicine INC | 股票-其他 | 1.01% | — | -23.77% | |
| 41 | ECL | Ecolab INC | 股票-原材料 | 1.01% | — | -0.22% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.99% | — | -0.32% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.98% | — | -0.19% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.98% | — | -2.55% | |
| 45 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 0.97% | — | +13.91% | |
| 46 | PYPL | Paypal Holdings INC | 股票-金融 | 0.92% | — | +1.79% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.92% | — | -1.85% | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.91% | — | -0.02% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.87% | +0.04% | +6.49% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.87% | — | +16.46% |