CIK: 0001674581
申报总市值
US$10.2亿
仅显示前 200 大持股（共 237 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 | DFAI | Dimensional International Co | ETF-其他 | 16.99% | +18.04% | NEW | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 11.15% | +12.58% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 10.81% | +10.64% | NEW | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.24% | +7.10% | NEW | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 7.21% | +6.95% | NEW | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 6.57% | +6.39% | NEW | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.90% | +6.10% | NEW | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 4.99% | +5.04% | NEW | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.66% | +3.33% | NEW | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.97% | +3.49% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.72% | +2.63% | NEW | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.85% | +1.53% | NEW | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.45% | +1.68% | NEW | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.12% | +0.87% | NEW | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | +0.84% | NEW | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | +0.39% | NEW | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.48% | +0.11% | NEW | |
| 18 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.43% | +0.39% | NEW | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.42% | — | +0.86% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.39% | +0.11% | NEW | |
| 21 | NUEM | Nuveen Esg Emerging Markets | ETF-新兴市场 | 0.39% | +0.38% | NEW | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | +0.43% | NEW | |
| 23 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.36% | +0.37% | NEW | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.30% | +0.34% | NEW | |
| 25 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.29% | +0.24% | NEW | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.28% | +0.24% | NEW | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.28% | +0.27% | NEW | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | +0.19% | NEW | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.14% | NEW | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | +0.18% | NEW | |
| 31 | USB | US Bancorp | 股票-金融 | 0.17% | +0.11% | NEW | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.15% | +0.11% | NEW | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | +0.15% | NEW | |
| 34 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.13% | — | +4.83% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.13% | +0.13% | NEW | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | +0.11% | NEW | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.13% | +0.13% | NEW | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.13% | +0.12% | NEW | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.12% | NEW | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | +0.12% | NEW | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.11% | +0.11% | NEW | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.11% | +0.12% | NEW | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.11% | — | -4.27% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.10% | +0.11% | NEW | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | +12.66% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.10% | — | -17.26% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.10% | — | +0.41% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.10% | — | +4.51% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | +0.10% | NEW | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | +0.10% | NEW |