CIK: 0001927705
申报总市值
US$2.7亿
仅显示前 200 大持股（共 261 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.12% | -0.48% | -35.73% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 5.94% | -0.20% | +8.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -0.58% | -51.83% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.53% | +0.16% | -36.44% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.14% | -0.08% | -51.90% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.16% | -0.32% | +145.48% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.64% | +0.28% | +9.75% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.49% | -0.04% | -0.03% | |
| 9 | APPF | Appfolio INC - A | 股票-科技 | 2.37% | — | -22.76% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.35% | +0.39% | -27.95% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.16% | +0.26% | +11.07% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | -0.22% | +383.62% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.83% | — | -50.19% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.17% | +270.64% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.33% | -0.01% | -50.00% | |
| 16 | DISV | Dimensional International Sm | ETF-其他 | 1.25% | +0.04% | +1.22% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.23% | — | +29.96% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.20% | — | -25.93% | |
| 19 | DFIV | Dimensional International Va | ETF-其他 | 1.13% | +0.04% | -11.00% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.08% | — | -54.51% | |
| 21 | DFAT | Dimensional US Target Value | ETF-其他 | 1.08% | +0.01% | -0.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.13% | +699.59% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | — | +406.16% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.90% | +0.27% | +137.14% | |
| 25 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.87% | -0.05% | -46.10% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | -49.53% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | +221.23% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.71% | +0.08% | +2.68% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | +0.23% | -35.88% | |
| 30 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.62% | +0.26% | +92.80% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.05% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.04% | +437.03% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.05% | +11.93% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.28% | EXIT | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.12% | -37.94% | |
| 36 | DFSD | Dimensional Short Duration | ETF-其他 | 0.50% | +0.39% | +121.43% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -53.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.12% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.03% | +73.47% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | +2.71% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.40% | — | -44.36% | |
| 42 | KR | Kroger Co | 股票-非周期性消费 | 0.39% | — | -45.66% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | -0.09% | EXIT | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.05% | +98.65% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | -52.09% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | -0.60% | +339.67% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.32% | -0.15% | EXIT | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.31% | — | — | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.29% | — | — |