CIK: 0001655006
申报总市值
US$17.4亿
仅显示前 200 大持股（共 356 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 | 6.94% | -1.53% | -0.29% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.84% | — | +11.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.76% | -0.15% | +8.67% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.61% | — | +5.12% | |
| 5 | BA | Boeing Co/the | 股票-工业 | 2.20% | -0.07% | +4.12% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.11% | -0.28% | +1.32% | |
| 7 | BTZ | Blackrock Credit Allocation | 股票-其他 | 1.90% | — | +14.90% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.88% | — | +26.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.82% | -0.42% | +3.13% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.82% | — | +3.26% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.73% | — | +13.01% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | -0.45% | +1.83% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | +6.07% | |
| 14 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.48% | — | +0.18% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.45% | -0.14% | +0.27% | |
| 16 | USB | US Bancorp | 股票-金融 | 1.32% | — | -0.18% | |
| 17 | FLC | Flaherty & Crumrine Ttl Rtrn | 股票-其他 | 1.31% | — | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | +23.93% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.15% | — | +10.78% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | — | -0.46% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | — | +1.81% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | -0.08% | +23.21% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | — | +1.48% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.97% | — | +5.03% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.83% | — | +3.86% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | +10.94% | |
| 27 | RITM | Rithm Capital CORP | 股票-房地产 | 0.72% | — | -1.16% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.70% | — | +2.46% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.70% | — | +0.36% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | +0.34% | +1.95% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | — | +1.35% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | +5.60% | |
| 33 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.65% | — | +0.18% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +1.40% | |
| 35 | ERC | Allspring Multi-sector INC | 股票-其他 | 0.63% | — | +2.55% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.61% | — | -0.56% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.60% | — | +6.36% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | +0.23% | -0.28% | |
| 39 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.53% | — | +0.62% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | +2.15% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.29% | +8.40% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | -0.93% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +2.38% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | +3.54% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | +0.15% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.47% | — | +8.04% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.47% | — | +4.09% | |
| 48 | PCAR | Paccar INC | 股票-工业 | 0.46% | — | +2.01% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | +4.65% | |
| 50 | HFWA | Heritage Financial CORP | 股票-其他 | 0.45% | — | — |