CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 309 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 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -1.53% | +2.44% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.98% | — | +4.19% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.87% | -0.15% | +4.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.85% | — | +0.52% | |
| 5 | BTZ | Blackrock Credit Allocation | 股票-其他 | 2.77% | — | +7.41% | |
| 6 | USB | US Bancorp | 股票-金融 | 2.45% | — | +57.16% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.98% | — | +9.96% | |
| 8 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.98% | — | +2.53% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.92% | — | +12.85% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.80% | — | -14.93% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.77% | — | +3.55% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.75% | -0.14% | +0.92% | |
| 13 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.63% | — | -8.90% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.60% | -0.07% | +3.76% | |
| 15 | RITM | Rithm Capital CORP | 股票-房地产 | 1.56% | — | +16.74% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.41% | — | -1.26% | |
| 17 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.31% | — | +0.05% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | — | +6.31% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.30% | -0.45% | +1.69% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.17% | — | +3.58% | |
| 21 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 1.08% | — | +2.74% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | — | -13.49% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.91% | — | +5.02% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.42% | +37.00% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | +6.05% | |
| 26 | CRHEUR | Crh Medical CORP | 股票-其他 | 0.85% | — | -32.28% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | — | +12.93% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | -2.55% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | +0.34% | +108.78% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | -0.08% | -4.44% | |
| 31 | PCAR | Paccar INC | 股票-工业 | 0.65% | — | +0.50% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.65% | — | -5.46% | |
| 33 | DHC | Diversified Healthcare Trust | 股票-其他 | 0.65% | — | +11.19% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | -1.36% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.64% | — | +50.70% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | +1.65% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.12% | -36.57% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | -6.77% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +35.57% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +87.25% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | +5.28% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.29% | -18.55% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.55% | — | +6.17% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.54% | — | -48.53% | |
| 45 | HFWA | Heritage Financial CORP | 股票-其他 | 0.53% | — | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.52% | — | +8.60% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.51% | — | -2.80% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | -2.42% | |
| 49 | BKK | Blackrock Muni 2020 Term Tr | 股票-其他 | 0.50% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | — | -19.82% |