CIK: 0001360798
申报总市值
US$23.7亿
仅显示前 200 大持股（共 581 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 24.17% | +2.20% | -0.48% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.37% | -0.01% | +2.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.27% | +0.43% | +10.28% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.92% | +0.28% | +1.79% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.02% | +0.13% | +1.53% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.94% | +0.14% | +22.72% | |
| 7 | TMUS | T-mobile US INC | 股票-通信服务 | 1.94% | — | +1.41% | |
| 8 | DFIC | Dimensional International Co | ETF-其他 | 1.42% | +0.54% | +44.32% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.38% | +0.59% | +128.47% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.16% | +0.17% | +31.28% | |
| 11 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 1.13% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | — | +2.98% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.01% | — | -2.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.00% | — | +5.35% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.90% | +0.28% | +11.77% | |
| 16 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.87% | — | +2.18% | |
| 17 | DFAI | Dimensional International Co | ETF-其他 | 0.87% | +0.52% | +36.78% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | +15.61% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | — | -0.66% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +0.99% | |
| 21 | SNOW | Snowflake INC | 股票-科技 | 0.73% | — | +59.24% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.18% | +9.69% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | +1.34% | +4.57% | |
| 24 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.68% | -0.62% | EXIT | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.68% | — | +1.51% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | +9.71% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | — | -1.26% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.53% | +27.71% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.63% | +0.33% | +34.83% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +27.55% | |
| 31 | APP | Applovin Corp-class A | 股票-科技 | 0.56% | — | +0.04% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | +0.18% | +8.22% | |
| 33 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.52% | -0.46% | EXIT | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +0.52% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | — | +13.08% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | — | +5.82% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.42% | +0.06% | +13.15% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +15.12% | |
| 39 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.39% | — | -78.15% | |
| 40 | SYY | Sysco CORP | 股票-非周期性消费 | 0.37% | — | +0.90% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.37% | +0.18% | +24.74% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.36% | -0.32% | EXIT | |
| 43 | PCAR | Paccar INC | 股票-工业 | 0.36% | — | -0.50% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.34% | — | +0.26% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.33% | -0.38% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | — | +1.27% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | +13.76% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.32% | — | -0.17% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.32% | — | +4.75% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.31% | -0.34% | EXIT |