CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 314 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 | DFIC | Dimensional International Co | ETF-其他 | 4.37% | — | +1.93% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.24% | -0.70% | -0.45% | |
| 3 | XLE | Ss Energy Select Sector | ETF-其他 | 3.60% | +0.51% | +0.18% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.38% | -0.38% | +6.47% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.29% | +0.91% | -3.99% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.23% | — | +7.81% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.13% | — | -14.69% | |
| 8 | FDX | Fedex CORP | 股票-工业 | 2.97% | +0.04% | -0.10% | |
| 9 | UBER | Uber Technologies INC | 股票-工业 | 2.77% | -0.35% | -1.14% | |
| 10 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.47% | — | -0.90% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | — | -0.99% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.39% | -0.38% | +5.07% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.37% | -0.32% | +1.75% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.27% | -0.39% | -7.60% | |
| 15 | COF | Capital One Financial CORP | 股票-金融 | 2.21% | -0.80% | -0.33% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.15% | -0.25% | +0.20% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.94% | — | +2.07% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.92% | +0.13% | +351.60% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.90% | — | +0.03% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.89% | — | +6.07% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.89% | — | +12.51% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.87% | — | -1.43% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.85% | -0.42% | +0.23% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 1.84% | +0.24% | -1.08% | |
| 25 | FCX | Freeport-mcmoran INC | 股票-原材料 | 1.73% | +0.11% | +3.16% | |
| 26 | MU | Micron Technology INC | 股票-科技 | 1.64% | -0.55% | -11.56% | |
| 27 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.57% | — | +130.68% | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 1.52% | -0.67% | +2.20% | |
| 29 | BKR | Baker Hughes Co | 股票-能源 | 1.52% | +0.21% | -0.28% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.51% | +0.15% | — | |
| 31 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 1.49% | — | +25.41% | |
| 32 | TOTR | T Rowe Price Total Return Et | ETF-其他 | 1.38% | — | +19.47% | |
| 33 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.38% | -0.02% | +46.04% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | — | — | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | — | -1.61% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | -1.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.35% | -0.48% | |
| 38 | CNH | CNH Industrial N.V. | 股票-工业 | 1.08% | +0.11% | +23.20% | |
| 39 | WY | Weyerhaeuser Co | 股票-房地产 | 1.07% | +0.08% | -0.06% | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.06% | — | +38.42% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.93% | — | -22.70% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.89% | +0.08% | +0.11% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.85% | +0.35% | -2.30% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.74% | — | +0.05% | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.70% | — | -33.58% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.70% | — | +0.03% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.54% | +0.12% | +7.56% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.11% | -0.37% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | — | -16.69% | |
| 50 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.45% | — | +0.57% |