CIK: 0001957363
申报总市值
US$3.5亿
仅显示前 200 大持股（共 310 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 | DFAX | Dimensional World Ex US Core | ETF-其他 | 20.58% | -0.16% | +0.05% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 18.92% | -0.82% | +2.60% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 15.21% | +0.75% | +2.91% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 9.35% | +0.26% | +3.82% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 6.48% | +0.43% | +4.15% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 6.19% | +0.27% | +5.33% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 5.84% | -0.16% | +0.84% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.08% | — | -0.08% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.76% | -0.29% | -3.76% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.11% | -0.83% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | -0.10% | -1.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.12% | +0.05% | |
| 13 | CMF | Ishares California Muni Bond | ETF-其他 | 0.65% | — | -35.66% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.05% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | -0.05% | — | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.47% | — | -1.00% | |
| 17 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.46% | — | — | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.36% | +0.19% | — | |
| 19 | RTX | Rtx CORP | 股票-工业 | 0.35% | — | +0.79% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.10% | -20.97% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.29% | +0.01% | — | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 0.27% | -0.08% | +0.97% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.24% | +0.28% | +0.80% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | -0.07% | — | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.20% | +0.01% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.19% | — | +6.62% | |
| 27 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.17% | -0.03% | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.16% | — | — | |
| 29 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.15% | +0.02% | -1.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.15% | -0.05% | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.04% | +8.15% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.13% | — | — | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.13% | +0.08% | -2.68% | |
| 34 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.13% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | +0.01% | +9.07% | |
| 36 | LHX | L3harris Technologies INC | 股票-工业 | 0.11% | +0.01% | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.11% | — | -12.83% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.10% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.10% | — | +2.40% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.10% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.10% | — | +23.23% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.09% | +0.01% | +7.44% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.08% | — | +42.43% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.08% | — | -47.33% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.08% | — | — | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.08% | — | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.08% | — | — | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.07% | +0.01% | -10.61% | |
| 49 | CARR | Carrier Global CORP | 股票-工业 | 0.07% | — | — | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.07% | — | +286.94% |