CIK: 0001600319
申报总市值
US$16.8亿
仅显示前 200 大持股（共 399 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 8.89% | -0.37% | +5.54% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 5.71% | +0.30% | +6.53% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.54% | +0.07% | +6.78% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.51% | +0.46% | +11.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.30% | +0.25% | +12.58% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.48% | +0.81% | +0.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.05% | +0.01% | -0.05% | |
| 8 | DFIC | Dimensional International Co | ETF-其他 | 3.00% | -0.28% | -22.91% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 2.73% | +0.12% | +55.28% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 2.47% | +0.16% | +21.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.36% | +3.11% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.16% | -0.38% | +0.16% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.01% | +0.04% | +24.08% | |
| 14 | DIHP | Dimensional International Hi | ETF-其他 | 1.99% | -0.36% | -28.39% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.86% | -0.63% | +0.03% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | -0.26% | -25.81% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.13% | +15.10% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.32% | — | +5.40% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | +0.10% | +2.07% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.08% | -0.27% | EXIT | |
| 21 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.08% | +0.05% | +4.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | +0.09% | -1.60% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.92% | +0.03% | +1.50% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | +0.96% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.88% | -0.01% | +0.14% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.83% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +7.92% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.81% | -0.02% | +9.14% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.02% | +0.83% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.80% | +0.11% | +4.95% | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.72% | +0.04% | — | |
| 32 | AON | Aon plc | 股票-金融 | 0.66% | +0.40% | NEW | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.65% | — | +1.84% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | — | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | +0.01% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | +1.84% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.57% | — | -1.81% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | +0.05% | +3.93% | |
| 39 | NOW | Servicenow INC | 股票-科技 | 0.53% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +12.90% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.48% | +0.02% | -9.06% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.46% | — | — | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.43% | — | -5.77% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.42% | — | +25.15% | |
| 45 | 07WA | Mr Cooper Group INC | 股票-其他 | 0.35% | — | +8.05% | |
| 46 | MLI | Mueller Industries INC | 股票-工业 | 0.32% | — | -2.65% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | — | +6.80% | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.31% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.30% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.30% | — | -0.79% |