CIK: 0001957363
申报总市值
US$3.5亿
仅显示前 200 大持股（共 234 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 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 17.03% | +0.26% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-其他 | 14.35% | -0.16% | — | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 11.34% | +0.75% | — | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 10.88% | -0.82% | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 6.88% | -0.29% | — | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 5.59% | -0.16% | — | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 5.06% | — | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.48% | — | — | |
| 9 | CMF | Ishares California Muni Bond | ETF-其他 | 3.43% | — | — | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.62% | — | — | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.66% | — | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.64% | -0.05% | — | |
| 13 | SAIC | Science Applications Inte | 股票-科技 | 1.23% | — | — | |
| 14 | LDOS | Leidos Holdings INC | 股票-科技 | 1.11% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | -0.10% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | -0.05% | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.12% | — | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.64% | — | — | |
| 19 | REET | Ishares Global Reit ETF | ETF-其他 | 0.64% | — | — | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | -0.08% | — | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.04% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.38% | — | — | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.35% | +0.01% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.10% | — | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | — | |
| 27 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.25% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | — | — | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | — | — | |
| 30 | USB | US Bancorp | 股票-金融 | 0.22% | — | — | |
| 31 | LHX | L3harris Technologies INC | 股票-工业 | 0.22% | +0.01% | — | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.21% | — | — | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | -0.11% | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.20% | — | — | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.20% | -0.01% | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.20% | — | — | |
| 37 | HE | Hawaiian Electric Inds | 股票-公用事业 | 0.19% | — | — | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.19% | — | — | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.18% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.17% | +0.05% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | -0.05% | — | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.16% | -0.07% | — | |
| 44 | CLVT | Clarivate Plc | 股票-其他 | 0.15% | — | — | |
| 45 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.15% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | — | — | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.13% | — | — | |
| 49 | SRE | Sempra | 股票-公用事业 | 0.12% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | +0.01% | — |