CIK: 0001964758
申报总市值
US$9.3亿
仅显示前 200 大持股（共 253 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 | 11.36% | +0.38% | -3.51% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 8.97% | +0.04% | +1.17% | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 8.93% | +0.47% | -5.67% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 5.94% | -0.47% | +2.23% | |
| 5 | DFAI | Dimensional International Co | ETF-其他 | 4.95% | -0.16% | -3.88% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.24% | -0.38% | +2.72% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.24% | -0.26% | +2.64% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.62% | +0.12% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 2.54% | +0.23% | -3.42% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.04% | -0.94% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.11% | — | -4.65% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.11% | +0.03% | +0.05% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.02% | +4.67% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.08% | -2.79% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.14% | +0.54% | +536.80% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | — | +12.62% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.10% | +0.02% | -0.14% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.09% | +0.05% | +7.93% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | — | +4.49% | |
| 20 | GBFH | Gbank Financial Holdings INC | 股票-其他 | 0.96% | +0.01% | — | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.90% | — | +23.18% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.02% | +4.61% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.86% | — | +317.21% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.01% | -0.03% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | — | +0.69% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.01% | +0.75% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.65% | — | -1.79% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | +0.11% | +0.76% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | +52.17% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | +1.86% | |
| 31 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.43% | — | — | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.39% | — | +2.83% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.39% | — | -0.44% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +2.97% | |
| 35 | NOC | Northrop Grumman CORP | 股票-工业 | 0.36% | -0.12% | +3.13% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | — | -2.72% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.35% | +0.40% | -17.16% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.33% | — | -5.15% | |
| 39 | BLK | Blackrock INC | 股票-金融 | 0.32% | — | +0.48% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.31% | — | -5.02% | |
| 41 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.31% | — | +0.26% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.31% | — | — | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.30% | — | +0.73% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.30% | — | -7.49% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.30% | — | -23.41% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.29% | — | +0.14% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | -13.28% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | +0.14% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.27% | — | — | |
| 50 | CSX | Csx CORP | 股票-工业 | 0.25% | — | +0.21% |