CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 317 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 | AAPL | Apple INC | 股票-科技 | 4.29% | -0.70% | +0.78% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.76% | +0.91% | -0.54% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 3.75% | — | -0.35% | |
| 4 | XLE | Ss Energy Select Sector | ETF-其他 | 3.65% | +0.51% | +0.26% | |
| 5 | FDX | Fedex CORP | 股票-工业 | 3.26% | +0.04% | +0.31% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.19% | -0.38% | -4.89% | |
| 7 | UBER | Uber Technologies INC | 股票-工业 | 2.84% | -0.35% | +0.93% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.77% | — | -1.83% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.68% | -0.39% | -3.32% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.59% | -0.38% | -0.31% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.47% | — | -15.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | — | -0.31% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.30% | -0.32% | +9.95% | |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 2.22% | +0.24% | -5.16% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | — | +0.90% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.21% | — | +7.21% | |
| 17 | C | Citigroup INC | 股票-金融 | 2.16% | — | -0.10% | |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 2.14% | -0.80% | -0.42% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 2.05% | -0.42% | -0.35% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.03% | -0.25% | +1.11% | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.02% | -0.02% | +59.99% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.92% | — | -0.25% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.90% | — | +28.99% | |
| 24 | TOTR | T Rowe Price Total Return Et | ETF-其他 | 1.88% | — | +7.95% | |
| 25 | FCX | Freeport-mcmoran INC | 股票-原材料 | 1.86% | +0.11% | +0.73% | |
| 26 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.74% | — | -32.11% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.73% | — | -0.38% | |
| 28 | MU | Micron Technology INC | 股票-科技 | 1.72% | -0.55% | -23.87% | |
| 29 | GS | Goldman Sachs Group INC | 股票-金融 | 1.63% | -0.67% | -0.15% | |
| 30 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 1.53% | — | +0.13% | |
| 31 | BKR | Baker Hughes Co | 股票-能源 | 1.44% | +0.21% | -1.06% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | — | -0.74% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.26% | +0.15% | -3.80% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.35% | -0.21% | |
| 37 | CNH | CNH Industrial N.V. | 股票-工业 | 1.03% | +0.11% | +20.26% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.89% | — | +6.74% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.87% | +0.08% | +1.11% | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.86% | +0.35% | -0.82% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.86% | — | -19.62% | |
| 42 | WY | Weyerhaeuser Co | 股票-房地产 | 0.86% | +0.08% | +7.54% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.75% | — | -6.02% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.66% | — | — | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.66% | — | -21.52% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.11% | +1.15% | |
| 47 | ALB | Albemarle CORP | 股票-原材料 | 0.54% | — | +185.68% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | +0.11% | +13.98% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.48% | +0.12% | +2.39% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.90% | -0.27% |