CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 327 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 | 3.81% | -1.53% | -4.59% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.76% | — | +0.18% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.67% | -0.15% | -2.93% | |
| 4 | BTZ | Blackrock Credit Allocation | 股票-其他 | 2.67% | — | +5.07% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.65% | — | +5.00% | |
| 6 | USB | US Bancorp | 股票-金融 | 2.18% | — | +57.23% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.00% | — | +0.97% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.83% | — | +2.46% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 1.81% | -0.07% | -1.16% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.76% | — | +1.53% | |
| 11 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.71% | — | +2.34% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.60% | — | -9.37% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.57% | -0.14% | -2.46% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | — | +3.35% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.40% | — | -8.09% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | -0.42% | -6.14% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | -0.34% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.22% | — | -2.98% | |
| 19 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.21% | — | +2.51% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | -0.45% | +7.97% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.08% | — | +5.25% | |
| 22 | RITM | Rithm Capital CORP | 股票-房地产 | 1.08% | — | -3.97% | |
| 23 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.04% | — | +2.45% | |
| 24 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.96% | — | +2.67% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | — | -10.32% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.88% | — | -10.48% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | -0.08% | -10.42% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | -0.67% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | — | -0.22% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.80% | — | +39.45% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | — | +6.38% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | -5.76% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.12% | +2.20% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | -2.45% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | — | -4.03% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | +2.96% | |
| 37 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.66% | — | +4.12% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.65% | — | -1.40% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | +0.34% | +112.54% | |
| 40 | PCAR | Paccar INC | 股票-工业 | 0.59% | — | +0.31% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | — | -1.95% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.57% | — | +12.21% | |
| 43 | JRI | Nuveen Real Asset INC & Grw | 股票-其他 | 0.57% | — | — | |
| 44 | HFWA | Heritage Financial CORP | 股票-其他 | 0.54% | — | — | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | +4.43% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.52% | — | +5.52% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | -3.66% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | -1.48% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.51% | — | +11.72% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | -0.95% |