CIK: 0001957363
申报总市值
US$3.5亿
仅显示前 200 大持股（共 259 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 19.73% | -0.82% | +6.80% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-其他 | 18.87% | -0.16% | +10.65% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 15.84% | +0.75% | +11.80% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 12.31% | +0.26% | -1.14% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 6.22% | +0.43% | +7.16% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 5.94% | -0.16% | +3.13% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 3.33% | — | -0.86% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.61% | -0.29% | -0.86% | |
| 9 | CMF | Ishares California Muni Bond | ETF-其他 | 1.52% | — | +2.84% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | -0.10% | +3.63% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | -0.11% | +910.26% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.12% | -0.26% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | -1.06% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.65% | — | +29.31% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.59% | -0.05% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.05% | -1.15% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.10% | +0.25% | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | -0.08% | +0.04% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | +0.91% | |
| 20 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.42% | — | -2.98% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.35% | +0.01% | +6.28% | |
| 22 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.32% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | -0.05% | +0.63% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.21% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | — | -18.73% | |
| 27 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.16% | -0.01% | — | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.16% | +0.28% | — | |
| 29 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.14% | — | — | |
| 30 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.14% | — | +2.67% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.14% | -0.07% | -2.91% | |
| 32 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.14% | +0.19% | — | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.14% | +0.01% | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.13% | +0.01% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.13% | — | -5.19% | |
| 36 | LHX | L3harris Technologies INC | 股票-工业 | 0.13% | +0.01% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.12% | — | -3.77% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.12% | — | — | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.12% | +0.08% | — | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.11% | — | — | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.10% | — | — | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.09% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.08% | +0.04% | — | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.08% | — | +0.18% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.08% | +0.01% | — | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.08% | — | — | |
| 47 | RXST | Rxsight INC | 股票-其他 | 0.08% | — | — | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.07% | — | — | |
| 49 | AEE | Ameren Corporation | 股票-公用事业 | 0.07% | — | — | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.07% | -0.04% | EXIT |