CIK: 0001968777
申报总市值
US$3.2亿
仅显示前 200 大持股（共 509 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 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 15.84% | -0.12% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 15.44% | +0.47% | — | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 10.00% | — | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 9.97% | +0.11% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 9.32% | +0.11% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.33% | +0.03% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 5.13% | -0.44% | — | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.96% | +0.12% | — | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.75% | +0.64% | — | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.68% | +0.19% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.42% | -0.20% | — | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.41% | -0.55% | EXIT | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.06% | — | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.13% | -0.04% | — | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.96% | +0.01% | — | |
| 16 | DFAT | Dimensional US Target Value | ETF-其他 | 0.67% | +0.02% | — | |
| 17 | DFIV | Dimensional International Va | ETF-其他 | 0.56% | +0.01% | — | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.44% | -0.03% | — | |
| 19 | DFIC | Dimensional International Co | ETF-其他 | 0.44% | — | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.40% | +0.01% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.34% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | — | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.30% | +0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.27% | -0.01% | — | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | -0.09% | — | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.23% | -0.03% | — | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | — | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.22% | +0.01% | — | |
| 29 | FAST | Fastenal Co | 股票-工业 | 0.21% | +0.02% | — | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | -0.02% | — | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.19% | — | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.19% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.16% | — | — | |
| 35 | SNA | Snap-on INC | 股票-工业 | 0.15% | — | — | |
| 36 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.15% | -0.07% | — | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.14% | -0.01% | — | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.12% | — | — | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.12% | -0.01% | — | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.12% | — | — | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.10% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | +0.05% | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | — | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.09% | +0.04% | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.09% | -0.02% | — | |
| 46 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.09% | -0.02% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.08% | — | — | |
| 48 | DIHP | Dimensional International Hi | ETF-其他 | 0.08% | +0.18% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.08% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.08% | — | — |