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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES S&P 500 INDEX | $698.2M | 1068916 | 12.54% |
| 2 | APPLE INC | $254.7M | 1003424 | 4.57% |
| 3 | NVIDIA CORP | $194.9M | 1117662 | 3.50% |
| 4 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $162.6M | 1141392 | 2.92% |
| 5 | CORCEPT THERAPEUTICS INC COM | $160.3M | 3977404 | 2.88% |
| 6 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $124.1M | 2132789 | 2.23% |
| 7 | MICROSOFT | $113.4M | 306265 | 2.04% |
| 8 | ALPHABET INC CAP STK CL C | $101.5M | 353798 | 1.82% |
| 9 | GOOGLE INC | $95.5M | 332248 | 1.72% |
| 10 | AMAZON.COM INC | $85.3M | 409554 | 1.53% |
| 11 | AVANTIS INTERNATIONAL EQUITY ETF | $78.5M | 925232 | 1.41% |
| 12 | CVB FINL CORP COM | $70.9M | 3658353 | 1.27% |
| 13 | VANGUARD LARGE CAP | $63.2M | 211550 | 1.14% |
| 14 | AVANTIS EMERGING MARKETS EQUITY ETF | $61.3M | 760155 | 1.10% |
| 15 | VICTORYSHARES FREE CASH FLOW ETF | $60.7M | 1538447 | 1.09% |
| 16 | ISHARES CORE MSCI EAFE ETF | $60.3M | 665598 | 1.08% |
| 17 | VANGUARD TOTAL STK MKT | $49.3M | 153820 | 0.89% |
| 18 | COSTCO WHOLESALE CORP | $45.8M | 45954 | 0.82% |
| 19 | META PLATFORMS INC CL A | $45.1M | 78811 | 0.81% |
| 20 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $42.2M | 883008 | 0.76% |
| 21 | VANGUARD SMALL CAP ETF | $42.2M | 161135 | 0.76% |
| 22 | JPMORGAN CHASE & CO COM | $39.9M | 135514 | 0.72% |
| 23 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $38.7M | 80700 | 0.69% |
| 24 | ISHARES 1-3 YR CREDIT BOND ETF | $34.5M | 655468 | 0.62% |
| 25 | BROADCOM INC COM | $33.9M | 109497 | 0.61% |
| 26 | VANGUARD FTSE DEVELOPED MARKETS ETF | $33.7M | 525750 | 0.61% |
| 27 | BLACKROCK FLEXIBLE INCOME ETF | $33.3M | 642004 | 0.60% |
| 28 | STATE STREET SPDR S&P 500 ETF | $32.4M | 49763 | 0.58% |
| 29 | ISHARES AGGREGATE BOND ETF | $32.2M | 324740 | 0.58% |
| 30 | NETFLIX COM INC | $31.6M | 328156 | 0.57% |
| 31 | VANGUARD S&P 500 ETF | $31.5M | 52725 | 0.57% |
| 32 | TESLA MOTORS INC | $30.6M | 82318 | 0.55% |
| 33 | PALANTIR TECHNOLOGIES INC CL A | $29.8M | 203398 | 0.53% |
| 34 | ISHARES CORE MSCI EMERGING MARKETS ETF | $29.5M | 423028 | 0.53% |
| 35 | ISHARES GLOBAL TECH ETF | $29.1M | 290773 | 0.52% |
| 36 | VANGUARD VALUE ETF | $28.6M | 145921 | 0.51% |
| 37 | POWERSHARES QQQ TR | $28.3M | 48999 | 0.51% |
| 38 | ISHARES MSCI USA QUALITY FACTOR ETF | $28.0M | 145994 | 0.50% |
| 39 | ELI LILLY & CO COM | $28.0M | 30405 | 0.50% |
| 40 | VISA INC | $25.9M | 85645 | 0.46% |
| 41 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $25.4M | 306722 | 0.46% |
| 42 | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $24.3M | 240238 | 0.44% |
| 43 | SPDR GOLD ETF | $23.4M | 54464 | 0.42% |
| 44 | CHEVRON CORPORATION COM | $23.2M | 112048 | 0.42% |
| 45 | ABBVIE INC COM | $22.6M | 103875 | 0.41% |
| 46 | ISHARES MSCI EAFE ETF | $22.1M | 228021 | 0.40% |
| 47 | TJX COS INC NEW COM | $21.9M | 137310 | 0.39% |
| 48 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $20.3M | 476166 | 0.36% |
| 49 | MASTERCARD INC | $20.1M | 40309 | 0.36% |
| 50 | WALMART INC COM | $19.9M | 159828 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.