CIK: 0001640485
申报总市值
US$1.6亿
仅显示前 200 大持股（共 635 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 | MMM | 3m Co | 股票-工业 | 3.65% | +0.16% | — | |
| 2 | DCMSX | Dfa Commodity Strategy Port | 股票-其他 | 3.51% | -1.18% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.81% | +0.12% | — | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.40% | +0.26% | — | |
| 5 | DFGEX | Dfa Glbl Rl Est Secs | 股票-其他 | 2.32% | — | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.78% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.72% | -0.81% | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.70% | -0.45% | — | |
| 9 | AEPFX | Eupac Fund-f-2 | 股票-其他 | 1.66% | +0.08% | — | |
| 10 | ✓ | 股票-其他 | 1.63% | — | — | ||
| 11 | O | Realty Income CORP | 股票-房地产 | 1.59% | — | — | |
| 12 | DFIEX | International Core Equity 2 | 股票-其他 | 1.51% | +0.08% | — | |
| 13 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.51% | +0.05% | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.51% | — | — | |
| 15 | DFQTX | Dfa US Core Eqty 2 Port-inst | 股票-其他 | 1.48% | +0.02% | — | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.42% | — | — | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.37% | +0.52% | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.32% | +0.04% | — | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 1.28% | +0.10% | — | |
| 20 | NEE | Nextera Energy INC | 股票-公用事业 | 1.28% | +0.03% | — | |
| 21 | WGIFX | Af Cap Wlrd Gr & Inc-f2 | 股票-其他 | 1.24% | +0.05% | — | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.21% | — | — | |
| 23 | SLB | Slb LTD | 股票-能源 | 1.17% | -0.10% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | +0.07% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.05% | — | |
| 27 | T | At&t INC | 股票-通信服务 | 1.03% | -0.10% | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.09% | — | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.98% | -0.14% | — | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | — | — | |
| 31 | DFSCX | Dfa US Micro Cap Port-inst | 股票-其他 | 0.94% | — | — | |
| 32 | NEWFX | Amer Fnds New World-a | 股票-其他 | 0.94% | — | — | |
| 33 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.93% | — | — | |
| 34 | DFCEX | Emerging Markets Core Equity | 股票-其他 | 0.92% | +0.11% | — | |
| 35 | FDRXX | Fidelity Govt Cash Reserv | 股票-其他 | 0.84% | -0.99% | EXIT | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.78% | — | — | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.78% | — | — | |
| 38 | ELME | Elme Communities | 股票-其他 | 0.74% | — | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.15% | — | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.69% | — | — | |
| 41 | NUE | Nucor CORP | 股票-原材料 | 0.67% | — | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.64% | +0.09% | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | +0.05% | — | |
| 44 | DISVX | Dfa Intl Sm Cap Val Port-ins | 股票-其他 | 0.60% | +0.08% | — | |
| 45 | D | Dominion Energy INC | 股票-公用事业 | 0.60% | — | — | |
| 46 | LTEFX | Am Fnd LTD Trm T/e Bnd-f2 | 股票-其他 | 0.59% | -0.13% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.58% | +0.09% | — | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.57% | — | — | |
| 49 | SMCFX | Amer Fnd Smallcap Wrld-f2 | 股票-其他 | 0.55% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | — |