CIK: 0001698478
申报总市值
US$69.8亿
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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 18.98% | -1.52% | +4.93% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 7.27% | — | +57.34% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.63% | — | -14.31% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.92% | +0.08% | -16.05% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 3.36% | -0.99% | -0.04% | |
| 6 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 2.98% | +0.82% | -0.01% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.85% | -0.15% | +9.23% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.80% | +0.03% | +20.01% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.62% | -0.23% | +44.32% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.09% | +0.20% | +5.18% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.92% | -0.02% | +3.55% | |
| 12 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.81% | — | +19.67% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | +0.05% | -4.81% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.55% | +3.74% | |
| 15 | TNET | Trinet Group INC | 股票-其他 | 1.54% | — | -5.18% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | — | +139.16% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.37% | — | -55.13% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 1.33% | — | +0.30% | |
| 19 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.23% | — | +89.77% | |
| 20 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 1.19% | — | +1.68% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.52% | +13.60% | |
| 22 | DASH | Doordash INC - A | 股票-周期性消费 | 1.01% | — | +0.08% | |
| 23 | AR | Antero Resources CORP | 股票-能源 | 0.88% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +967.93% | |
| 25 | DOCU | Docusign INC | 股票-科技 | 0.82% | — | -0.37% | |
| 26 | SNOW | Snowflake INC | 股票-科技 | 0.80% | — | -9.74% | |
| 27 | OKTA | Okta INC | 股票-科技 | 0.80% | -0.14% | -1.88% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | — | +12.97% | |
| 29 | DDOG | Datadog INC - Class A | 股票-科技 | 0.74% | — | -52.92% | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.72% | — | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.02% | -11.53% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.71% | — | — | |
| 33 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.68% | — | -5.58% | |
| 34 | INDA | Ishares Msci India ETF | ETF-其他 | 0.67% | — | +73.87% | |
| 35 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.64% | — | +6.00% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | — | +51.13% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.59% | — | +14.45% | |
| 38 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.51% | — | +0.44% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.43% | — | -8.96% | |
| 40 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.42% | — | +78.35% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | — | +10.96% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.41% | — | +2.27% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.37% | — | -45.08% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | — | — | |
| 45 | RAMP | Liveramp Holdings INC | 股票-其他 | 0.35% | — | — | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.35% | — | +14.14% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +16.16% | |
| 48 | UBER | Uber Technologies INC | 股票-工业 | 0.32% | — | -0.24% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.32% | +0.20% | +21.76% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.30% | — | -80.48% |