CIK: 0001723223
申报总市值
US$5.7亿
仅显示前 200 大持股（共 719 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 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.08% | -0.82% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.84% | -4.47% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.05% | -2.03% | — | |
| 4 | SBUX | Starbucks CORP | 股票-周期性消费 | 5.06% | — | — | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 4.28% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.82% | -1.05% | — | |
| 7 | HFWA | Heritage Financial CORP | 股票-其他 | 2.73% | — | — | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.72% | -0.37% | — | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.23% | -1.21% | — | |
| 10 | BA | Boeing Co/the | 股票-工业 | 2.03% | — | — | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.83% | — | — | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.80% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.70% | -1.18% | — | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.47% | — | — | |
| 15 | PCAR | Paccar INC | 股票-工业 | 1.33% | — | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.25% | +0.33% | NEW | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 1.20% | — | — | |
| 18 | T | At&t INC | 股票-通信服务 | 1.12% | — | — | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.11% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.06% | — | — | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.04% | — | — | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.03% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | +0.55% | NEW | |
| 25 | MMM | 3m Co | 股票-工业 | 0.84% | — | — | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.77% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | — | — | |
| 29 | COLB | Columbia Banking System INC | 股票-金融 | 0.69% | — | — | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | — | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | — | — | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 0.64% | +0.20% | NEW | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | — | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | +0.49% | NEW | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | — | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | — | |
| 39 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.52% | — | — | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.51% | — | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | — | |
| 43 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.45% | — | — | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.44% | — | — | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.42% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -1.47% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.37% | — | — | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | +0.22% | NEW | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.35% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | — | — |