CIK: 0001748071
申报总市值
US$5.4亿
仅显示前 200 大持股（共 264 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.29% | -0.40% | +1.50% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.78% | -0.35% | +1.69% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 3.93% | -0.30% | +3.61% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.19% | -0.22% | +0.24% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.12% | — | -0.14% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.95% | -0.23% | +8.62% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.75% | -0.10% | +8.76% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.60% | +0.85% | +0.62% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.55% | +0.42% | +6.72% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.28% | +0.05% | +7.41% | |
| 11 | ACCUSD | American Campus Communities | 股票-其他 | 2.22% | +2.01% | NEW | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.06% | +0.24% | +20.02% | |
| 13 | LF2 | Pacific Premier Bancorp INC | 股票-其他 | 2.04% | +1.88% | NEW | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.78% | — | -2.02% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.77% | -0.08% | -0.33% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.65% | -0.02% | +2.19% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.62% | -0.09% | +1.37% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -1.83% | +0.94% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +12.31% | |
| 20 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.10% | — | +3.62% | |
| 21 | TXN | Texas Instruments INC | 股票-科技 | 1.09% | — | +13.46% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.00% | — | +0.10% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | +0.05% | +3.81% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.02% | -2.70% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.86% | — | -1.58% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | +0.01% | +14.20% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.82% | -0.29% | +47.95% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | +0.30% | +11.17% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | +7.09% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | — | -3.22% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +6.62% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | +3.80% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.64% | — | -5.57% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | -0.02% | +4.21% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | +14.50% | |
| 36 | MERC | Mercer International INC | 股票-其他 | 0.59% | — | — | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +10.81% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.25% | +19.80% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.55% | — | -0.93% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | +2.07% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | -2.56% | |
| 43 | RVTY | Revvity INC | 股票-医疗保健 | 0.48% | — | +150.66% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.47% | — | -18.94% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.46% | +0.01% | +1.47% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.46% | — | +0.89% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.44% | +0.26% | -1.44% | |
| 48 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.44% | — | +4.35% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +11.68% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | -0.30% | +3.88% |