CIK: 0002106457
申报总市值
US$5.1亿
仅显示前 200 大持股（共 210 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 | DFAU | Dimensional US Core Equity M | ETF-其他 | 19.41% | -1.13% | +4.42% | |
| 2 | DFSD | Dimensional Short Duration | ETF-其他 | 10.78% | -0.69% | +1.58% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 6.72% | -0.38% | +1.95% | |
| 4 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 6.40% | -0.33% | +3.76% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 6.34% | -0.61% | -4.40% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.05% | -0.40% | +9.71% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.28% | +0.22% | +20.57% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.72% | -0.06% | -9.57% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | -0.10% | -2.29% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.02% | +4.80% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-其他 | 1.46% | +0.55% | +15.14% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | -0.16% | -0.10% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.39% | +0.10% | +4.13% | |
| 14 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.23% | +0.65% | +18.25% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | — | -13.91% | |
| 16 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.12% | -0.15% | +1.60% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.15% | -10.31% | |
| 18 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.01% | -0.05% | +3.79% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.98% | +0.09% | -0.03% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.41% | +107.79% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.76% | — | -1.98% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | +0.04% | -2.71% | |
| 23 | DFAI | Dimensional International Co | ETF-其他 | 0.74% | — | +0.03% | |
| 24 | DFIC | Dimensional International Co | ETF-其他 | 0.65% | — | -11.11% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.64% | — | -1.83% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.02% | +6.25% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.58% | — | +0.20% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.10% | -1.97% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | -2.00% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.52% | — | -2.63% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | -0.20% | +118.23% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | -3.34% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.02% | -2.84% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | -0.18% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | +0.08% | +8.51% | |
| 36 | REET | Ishares Global Reit ETF | ETF-其他 | 0.45% | -0.03% | +5.88% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.01% | +24.37% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.01% | -2.30% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | +214.34% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | +143.13% | |
| 41 | DFAT | Dimensional US Target Value | ETF-其他 | 0.39% | — | — | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.35% | — | — | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | — | +16.68% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | — | +52.15% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.31% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.29% | — | +19.42% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.27% | +0.06% | +8.05% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.25% | — | -5.48% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | — | -31.62% |