CIK: 0001802451
申报总市值
US$2.5亿
仅显示前 200 大持股（共 576 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 39.85% | +0.22% | -0.51% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 11.17% | +0.18% | -0.94% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.64% | +0.37% | +1.17% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 5.16% | +0.13% | +1.16% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.82% | +0.10% | +15.17% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 2.72% | -0.39% | -0.05% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | +0.04% | +0.45% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.10% | — | +2.53% | |
| 9 | PFMTUSD | Performant Financial CORP | 股票-其他 | 0.93% | — | +20311.36% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.05% | +1.00% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | -0.10% | — | |
| 12 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 0.85% | — | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.74% | — | -35.40% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.72% | — | -28.12% | |
| 15 | MODNEUR | Model N INC | 股票-其他 | 0.72% | — | — | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.69% | — | -28.42% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.66% | -0.07% | +0.26% | |
| 18 | MMM | 3m Co | 股票-工业 | 0.64% | -0.06% | +5.42% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.61% | — | +1.01% | |
| 20 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.59% | -0.04% | — | |
| 21 | USB | US Bancorp | 股票-金融 | 0.57% | — | -2.11% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -40.50% | |
| 23 | AUPH | Aurinia Pharmaceuticals INC | 股票-其他 | 0.48% | — | +21.67% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | +3279.79% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.48% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | -0.07% | -3.83% | |
| 27 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.41% | — | +0.51% | |
| 28 | ATEC | Alphatec Holdings INC | 股票-其他 | 0.40% | -0.23% | +3043.48% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | — | +11.73% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | — | +0.49% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.37% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | -2.54% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.04% | — | |
| 34 | XEL | Xcel Energy INC | 股票-公用事业 | 0.32% | +0.03% | +0.55% | |
| 35 | PLRX | Pliant Therapeutics INC | 股票-其他 | 0.31% | — | — | |
| 36 | ECL | Ecolab INC | 股票-原材料 | 0.30% | — | +0.30% | |
| 37 | SIBN | Si-bone INC | 股票-其他 | 0.29% | -0.46% | — | |
| 38 | PRLB | Proto Labs INC | 股票-其他 | 0.29% | — | — | |
| 39 | DXCM | Dexcom INC | 股票-医疗保健 | 0.28% | — | -4.71% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.27% | — | -3.48% | |
| 41 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.27% | — | +0.74% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.27% | — | — | |
| 43 | ATRC | Atricure INC | 股票-其他 | 0.24% | -0.38% | +223.01% | |
| 44 | QDEL | Quidelortho CORP | 股票-其他 | 0.23% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.06% | +0.86% | |
| 46 | OFIX | Orthofix Medical INC | 股票-其他 | 0.22% | — | -93.85% | |
| 47 | KRMD | Koru Medical Systems INC | 股票-其他 | 0.22% | -0.08% | — | |
| 48 | GSATUSD | Globalstar INC | 股票-其他 | 0.21% | — | +16.19% | |
| 49 | PRTA | Prothena Corporation plc | 股票-其他 | 0.20% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.19% | — | -6.14% |