CIK: 0001801507
申报总市值
US$70.8亿
仅显示前 200 大持股（共 213 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.43% | +0.26% | +0.01% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.58% | — | +13.38% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.50% | +0.08% | +8.21% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.07% | -0.20% | +44.09% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.65% | — | +7.21% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.42% | +0.03% | +17.92% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.39% | — | -6.28% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 3.00% | -0.06% | +28.54% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.72% | — | -5.39% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.66% | +0.05% | +12.56% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.37% | — | -0.47% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.36% | -0.05% | +11.28% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.14% | — | +11.35% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | — | +11.81% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.89% | +0.03% | -0.08% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.81% | — | +14.08% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.78% | — | +32.01% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.61% | — | +14.87% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.57% | — | -5.36% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.56% | +0.02% | -0.45% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.52% | — | +16.73% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.09% | +1.61% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.20% | — | -2.36% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.08% | — | +0.53% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.02% | +0.18% | +8.18% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.96% | — | -3.52% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.91% | — | -9.16% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.90% | — | +10.76% | |
| 29 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.89% | — | +1.88% | |
| 30 | DFIV | Dimensional International Va | ETF-其他 | 0.88% | — | +47.33% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.80% | -0.06% | +0.50% | |
| 32 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.75% | — | +63.77% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.72% | — | +16.07% | |
| 34 | GD | General Dynamics CORP | 股票-工业 | 0.72% | — | -2.93% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.72% | +0.01% | +7.19% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.69% | — | +19.09% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.68% | — | +46.32% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.67% | — | +7.40% | |
| 39 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.66% | — | +70.74% | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.59% | +0.13% | +43.13% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.57% | — | +43.45% | |
| 42 | ARKK | Ark Innovation ETF | ETF-其他 | 0.57% | — | -1.82% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.53% | — | +13.68% | |
| 44 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.52% | — | +7.10% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.52% | — | +0.14% | |
| 46 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.50% | — | -1.12% | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.50% | — | +12.65% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -0.79% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.45% | — | +14.90% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +96.98% |