CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 3437 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 9.85% | -3.48% | +0.89% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.20% | -0.34% | +19.44% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.72% | — | +33.51% | |
| 4 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 2.72% | +0.41% | -0.00% | |
| 5 | IDV | Ishares International Select | ETF-其他 | 2.59% | — | +20.45% | |
| 6 | CVBF | Cvb Financial CORP | 股票-其他 | 2.15% | — | +0.01% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.73% | — | -19.46% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.66% | — | +6.47% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.66% | +1.31% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.49% | — | +645.85% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.31% | -0.10% | -1.53% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.18% | — | +367.42% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.13% | — | +3.41% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | -0.16% | +21.01% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | -0.21% | +57.27% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | -0.27% | +52.14% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | +2.08% | +10.64% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | — | +18.64% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | +0.10% | +1.31% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.92% | — | +9.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.15% | +2.94% | |
| 22 | OKTA | Okta INC | 股票-科技 | 0.81% | — | -0.07% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | +0.10% | +101.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +72.71% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.72% | — | +10.72% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | +861.48% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.11% | +119.26% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.65% | — | -9.15% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | +0.11% | +26.89% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +204.64% | |
| 31 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.58% | -0.05% | +147.24% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | — | +4.68% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.53% | — | +1381.62% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.07% | +74.21% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.52% | -0.07% | +308.65% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +2.32% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.52% | -0.07% | +285.32% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.09% | -0.82% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | +67.33% | |
| 40 | RC | Ready Capital CORP | 股票-其他 | 0.49% | — | +4.12% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | +29.73% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.46% | -0.09% | +158.56% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | +1.46% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | -61.11% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.45% | — | +289.01% | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.41% | -0.12% | +76.87% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | — | +415.05% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | -0.08% | +263.20% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.40% | — | +90.51% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.40% | — | -10.84% |