CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 3525 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 | 9.03% | +2.08% | +3.98% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.44% | -3.48% | -1.55% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.81% | -0.34% | +1.24% | |
| 4 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 4.34% | +0.41% | +0.42% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | -0.27% | +3.29% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | -0.16% | +1.64% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.66% | +1.89% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.57% | — | +7.42% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.52% | — | +2.51% | |
| 10 | CVBF | Cvb Financial CORP | 股票-其他 | 1.42% | — | -0.00% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | -0.21% | +9.76% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.36% | -0.10% | -1.08% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | -0.15% | +5.05% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.03% | -0.06% | +8.60% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | -0.33% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | +0.10% | -0.84% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | — | +0.22% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.12% | +2.06% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.82% | -0.12% | -21.79% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | -0.10% | -2.74% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +0.54% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.07% | +0.91% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | +0.10% | -0.78% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.60% | -0.94% | +9.76% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.13% | +12.86% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.09% | +2.80% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +1.23% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +2.58% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +5.08% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | +8.00% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.50% | -0.12% | +0.36% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.50% | — | +2.07% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.50% | -0.07% | +2.02% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | — | -2.10% | |
| 35 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.48% | — | +8.27% | |
| 36 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.47% | -0.08% | +10.76% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.07% | +0.63% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.09% | +11.11% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +2.59% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.43% | — | +4.85% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | -0.57% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.43% | — | +3.71% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.42% | +0.11% | +2.24% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | -5.74% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.39% | -0.05% | +0.02% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.39% | -0.07% | +4.29% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | — | +182.95% | |
| 48 | CCI | Crown Castle INC | 股票-房地产 | 0.38% | — | +3827.52% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | +1.53% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.36% | -0.10% | +10.39% |