CIK: 0001475896
申报总市值
US$14.3亿
仅显示前 200 大持股（共 1050 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 | 7.30% | +0.82% | +6.70% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 7.27% | +0.95% | +4.42% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.99% | -0.16% | +7.09% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 3.99% | +0.52% | +6.38% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 3.94% | — | +5.18% | |
| 6 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 3.30% | — | -0.60% | |
| 7 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.04% | — | -0.38% | |
| 8 | DFIC | Dimensional International Co | ETF-其他 | 2.43% | +0.29% | -1.77% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.32% | — | -0.46% | |
| 10 | DISV | Dimensional International Sm | ETF-其他 | 2.03% | +0.28% | +7.59% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.86% | -1.76% | +144.54% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.75% | +0.04% | +0.18% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.57% | -0.39% | +1.29% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.55% | — | -4.67% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.44% | +0.42% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.33% | +1.74% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.02% | — | -2.83% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.87% | +0.02% | +0.66% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | -0.20% | +3.04% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | -4.74% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.77% | -0.57% | -8.89% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.75% | -0.23% | -1.67% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.74% | — | -7.27% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.68% | — | -0.64% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.66% | — | -1.41% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | -0.16% | -0.88% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.64% | — | -1.32% | |
| 28 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 0.64% | — | -0.82% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | -0.05% | +2.02% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.10% | +0.17% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.60% | — | +0.25% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.57% | — | -4.64% | |
| 33 | ✓ | 股票-其他 | 0.57% | — | -0.91% | ||
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.12% | +2.70% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | — | -0.70% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.11% | +0.52% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.06% | -2.25% | |
| 38 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.51% | — | -1.08% | |
| 39 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.49% | — | +1.58% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.49% | — | -1.26% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | -0.39% | +15.80% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | -0.59% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | — | +1.56% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | -0.04% | +0.55% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.46% | -0.07% | -1.15% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.46% | -0.13% | +0.12% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.46% | — | -3.62% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +3.99% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | -1.64% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.44% | — | +1.26% |