CIK: 0001602730
申报总市值
US$7.4亿
仅显示前 200 大持股（共 203 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 | DSTL | Distillate US Fundamental St | ETF-其他 | 12.64% | +0.04% | +9.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.11% | -0.39% | +5.75% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.40% | +0.14% | +1.37% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.39% | — | +1.54% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.49% | -0.20% | -4.49% | |
| 6 | UNP | Union Pacific CORP | 股票-工业 | 4.39% | +0.15% | -9.88% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.14% | -0.26% | -0.57% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 4.08% | +0.95% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.10% | -0.13% | -2.09% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | — | +4.41% | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 2.02% | +0.07% | +7.03% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.65% | — | -23.30% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.30% | -1.21% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.39% | — | +0.12% | |
| 15 | DEA | Easterly Government Properties, Inc. | 股票-其他 | 1.38% | — | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | — | -5.30% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | -0.33% | -19.99% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.09% | — | +0.60% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | -0.14% | +0.44% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.05% | -0.41% | |
| 21 | DFIS | Dimensional International Sm | ETF-其他 | 0.73% | +0.15% | +16.30% | |
| 22 | BOC | Boston Omaha Corp-cl A | 股票-其他 | 0.69% | — | — | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.67% | -0.39% | -49.98% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | -3.32% | |
| 25 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.63% | — | -0.20% | |
| 26 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.57% | +0.07% | — | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.53% | — | -27.88% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | — | -2.98% | |
| 29 | MTB | M & T Bank CORP | 股票-金融 | 0.51% | — | -0.31% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | — | -5.54% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.45% | — | -22.89% | |
| 32 | AVDE | Avantis International Equity | ETF-其他 | 0.45% | -0.15% | -1.71% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.08% | -7.16% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +0.67% | |
| 35 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.40% | — | -0.38% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | +0.04% | +0.23% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | — | -8.79% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.36% | — | +0.55% | |
| 39 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.35% | — | — | |
| 40 | INTU | Intuit INC | 股票-科技 | 0.35% | -0.09% | -1.75% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.32% | — | -1.83% | |
| 42 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.32% | — | -22.12% | |
| 43 | ARMK | Aramark | 股票-工业 | 0.31% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.29% | +0.13% | +0.60% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.29% | +0.05% | +1.21% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | -2.00% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.29% | -0.04% | -5.49% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.27% | — | -0.79% | |
| 50 | FCCO | First Community CORP | 股票-其他 | 0.27% | — | -1.81% |