CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 3547 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 | 10.03% | +2.08% | +11.84% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.32% | -3.48% | -10.23% | |
| 3 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 5.89% | +0.41% | +0.01% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.43% | -0.34% | +2.17% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.84% | -0.27% | +1.35% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.66% | +1.32% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.15% | — | +25.45% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | -0.16% | +2.12% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.57% | -0.21% | +1.18% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.44% | -0.15% | -0.06% | |
| 11 | CVBF | Cvb Financial CORP | 股票-其他 | 1.32% | — | +0.01% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.23% | -0.10% | -6.58% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.20% | -0.94% | +10.91% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | — | -38.39% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.02% | +0.27% | +360994.87% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.12% | +5.55% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | -0.82% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | +0.10% | -0.05% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.07% | +0.94% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | -0.25% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | -1.88% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.69% | -0.12% | +0.11% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.66% | -0.13% | +8.26% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.66% | — | +2.11% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | -0.10% | -10.71% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.07% | +3.89% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | +1.40% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | +1.08% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +7.86% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | -0.89% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.53% | — | +5.69% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.09% | +0.72% | |
| 33 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.50% | — | +50.04% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +6.54% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | +0.10% | +3.39% | |
| 36 | UBER | Uber Technologies INC | 股票-工业 | 0.46% | -0.06% | -5.39% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +0.57% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.43% | -0.07% | -0.40% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.42% | — | +1.67% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.09% | +2.58% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.40% | +0.11% | +0.95% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | +1.79% | |
| 43 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.37% | +0.19% | +148.58% | |
| 44 | IDV | Ishares International Select | ETF-其他 | 0.37% | — | +4.73% | |
| 45 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.36% | — | +2.47% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.36% | — | -2.55% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.34% | -0.07% | +1.72% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.34% | — | +6.69% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.33% | -0.08% | +1.13% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.33% | -0.10% | +4.04% |