CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 330 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 | 5.03% | -0.70% | -1.31% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.34% | +0.91% | -7.04% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 4.14% | — | +0.56% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.30% | -0.02% | -4.08% | |
| 5 | C | Citigroup INC | 股票-金融 | 3.19% | — | -1.44% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.06% | -0.38% | -0.16% | |
| 7 | MU | Micron Technology INC | 股票-科技 | 2.97% | -0.55% | -10.05% | |
| 8 | COF | Capital One Financial CORP | 股票-金融 | 2.80% | -0.80% | -0.15% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 2.71% | +0.51% | +100.41% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.51% | -0.32% | -0.76% | |
| 11 | FDX | Fedex CORP | 股票-工业 | 2.31% | +0.04% | -0.35% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.30% | -0.38% | -0.60% | |
| 13 | UBER | Uber Technologies INC | 股票-工业 | 2.28% | -0.35% | -6.59% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.17% | -0.39% | +1.17% | |
| 15 | FCX | Freeport-mcmoran INC | 股票-原材料 | 2.16% | +0.11% | +0.16% | |
| 16 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 2.13% | +0.38% | — | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.12% | -0.42% | -1.90% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | — | -1.54% | |
| 19 | AMAT | Applied Materials INC | 股票-科技 | 2.02% | +0.24% | -2.17% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.02% | — | +0.71% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.96% | — | +9.02% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.91% | -0.25% | +2.98% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.88% | +0.40% | +328.16% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | — | -8.04% | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 1.61% | — | +0.08% | |
| 26 | GS | Goldman Sachs Group INC | 股票-金融 | 1.49% | -0.67% | -13.34% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | — | -4.67% | |
| 28 | BKR | Baker Hughes Co | 股票-能源 | 1.41% | +0.21% | -0.04% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.35% | -4.20% | |
| 30 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 1.16% | -0.26% | -0.12% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | — | -2.58% | |
| 32 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.12% | — | -10.90% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 1.03% | +0.11% | +0.74% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | -0.89% | |
| 35 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.99% | +0.08% | -0.22% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.97% | -0.26% | -58.78% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | -0.96% | -14.91% | |
| 38 | CNH | CNH Industrial N.V. | 股票-工业 | 0.94% | +0.11% | +16.57% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.91% | — | -41.97% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | — | -6.29% | |
| 41 | WY | Weyerhaeuser Co | 股票-房地产 | 0.81% | +0.08% | +35.78% | |
| 42 | FISV | Fiserv INC | 股票-其他 | 0.77% | +0.35% | +149.67% | |
| 43 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.73% | — | +6799.90% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.67% | +0.15% | +0.04% | |
| 45 | AKRE | Akre Focus ETF | ETF-其他 | 0.67% | -0.20% | — | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.64% | — | -13.10% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.63% | +0.08% | +0.85% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.61% | — | -0.21% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | — | — | |
| 50 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.57% | — | +23178.50% |