CIK: 0001801507
申报总市值
US$70.8亿
仅显示前 200 大持股（共 234 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 | 5.88% | +0.26% | +6.97% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.88% | — | +35.41% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.31% | -0.20% | +32.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.06% | +0.08% | +10.20% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.25% | — | +16.02% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.68% | +0.03% | +23.39% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 3.68% | -0.06% | +39.07% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.82% | +0.05% | +18.97% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.41% | — | -9.26% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.35% | — | +66.13% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | — | +23.85% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.22% | -0.05% | +12.25% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.16% | — | -8.49% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.06% | — | +11.34% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.89% | — | -10.59% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.84% | — | +19.22% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.79% | — | +45.91% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.69% | — | +22.11% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.62% | +0.03% | +2.61% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.61% | — | +123.62% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.43% | — | -2.28% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.38% | +0.02% | -0.20% | |
| 23 | DFIV | Dimensional International Va | ETF-其他 | 1.27% | — | +55.87% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.09% | +6.83% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.12% | — | +85.92% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | — | -2.30% | |
| 27 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.99% | — | +53.27% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.98% | -0.06% | +54.32% | |
| 29 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.94% | — | +59.45% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.90% | — | +19.46% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.89% | — | +8.98% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.84% | — | -1.29% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.77% | — | +81.95% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.77% | +0.18% | +1.85% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.75% | — | +24.23% | |
| 36 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.73% | — | +4.25% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.68% | +0.01% | +16.31% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.68% | — | +29.57% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.68% | +0.13% | +42.98% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | +0.12% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.63% | — | +58.65% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.61% | — | +12.35% | |
| 43 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.60% | — | +90.87% | |
| 44 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.57% | -0.02% | +124.26% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.54% | — | +16.27% | |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.51% | — | +11.50% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | — | -5.21% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.51% | — | +23.80% | |
| 49 | IQLT | Ishares Msci International Q | ETF-其他 | 0.43% | — | +59.02% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +4.63% |