CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 3328 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 | 10.72% | -3.48% | +0.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.67% | +2.08% | +481.85% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.33% | -0.34% | -0.30% | |
| 4 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 3.63% | +0.41% | +1.20% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.32% | -0.10% | -16.28% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.66% | +0.40% | |
| 7 | CVBF | Cvb Financial CORP | 股票-其他 | 1.77% | — | -0.01% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.27% | -0.96% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | — | -13.23% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | -0.10% | +0.58% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.16% | +1.04% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.28% | — | +78.46% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | -0.21% | -2.11% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.14% | +0.10% | +30.42% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.12% | — | -1.73% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +1.63% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.15% | -2.90% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.90% | +0.10% | +0.44% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | -0.15% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | +0.33% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 0.63% | -0.09% | -1.83% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.07% | -0.87% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.61% | — | +14127.59% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.07% | -1.55% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | — | -79.24% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.12% | +1.23% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +4.94% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | +6.55% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.54% | — | -16.32% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.53% | — | +6.94% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.09% | +0.77% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.53% | +0.11% | -7.08% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | -3.15% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.52% | -0.12% | -1.35% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.51% | — | +21.75% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | -1.56% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | -18.38% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.11% | -4.68% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.49% | — | -19.57% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +1.13% | |
| 41 | UBER | Uber Technologies INC | 股票-工业 | 0.47% | -0.06% | -0.78% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | +12.79% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.47% | -0.05% | -0.53% | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.43% | -0.10% | -1.97% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | -2.08% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | -0.09% | +0.46% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | -0.93% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.38% | -0.08% | -1.33% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.38% | — | -1.79% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | — | -4.40% |