CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 343 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 | 4.27% | -1.53% | -2.79% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.81% | — | +0.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.81% | -0.15% | +2.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.57% | — | -1.31% | |
| 5 | BTZ | Blackrock Credit Allocation | 股票-其他 | 2.39% | — | -4.80% | |
| 6 | BA | Boeing Co/the | 股票-工业 | 2.24% | -0.07% | -1.26% | |
| 7 | USB | US Bancorp | 股票-金融 | 2.00% | — | -0.02% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.90% | — | +4.91% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | -0.45% | +11.81% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.68% | — | -8.94% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.68% | — | +6.61% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.54% | -0.42% | +6.60% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.53% | — | -11.13% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | -0.14% | -12.93% | |
| 15 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.35% | — | -10.39% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | — | -9.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | +3.23% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.23% | — | -3.20% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.20% | — | -9.38% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.17% | — | -4.35% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.17% | — | +8.01% | |
| 22 | ERC | Allspring Multi-sector INC | 股票-其他 | 1.10% | — | +2.83% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.95% | -0.08% | +11.91% | |
| 24 | RITM | Rithm Capital CORP | 股票-房地产 | 0.91% | — | -2.35% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.89% | — | +0.81% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | — | -0.56% | |
| 27 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.82% | — | -1.10% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | +5.66% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.78% | — | +2.99% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | — | -8.74% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | +12.02% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.69% | — | +3.35% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -21.70% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | — | +73.70% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -3.89% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.59% | — | -3.38% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | -9.70% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.58% | — | -3.48% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.57% | — | +3.12% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | — | +10.27% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.55% | — | +6.76% | |
| 42 | HFWA | Heritage Financial CORP | 股票-其他 | 0.54% | — | -0.38% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | +0.34% | +4.33% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.54% | — | +50.91% | |
| 45 | AADR | Advisorshares Dorsey Wright | ETF-其他 | 0.52% | — | +129.17% | |
| 46 | PCAR | Paccar INC | 股票-工业 | 0.52% | — | -15.90% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | -1.13% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.51% | — | -3.45% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | -0.66% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | — | -6.19% |