CIK: 0001938514
申报总市值
US$4.6亿
仅显示前 200 大持股（共 643 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 | 30.95% | -0.87% | +5.27% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 10.59% | -0.18% | +3.40% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 8.85% | +0.34% | +3.13% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 6.38% | -0.01% | +11.04% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 6.37% | -0.06% | +1.26% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 6.16% | +0.12% | +7.28% | |
| 7 | HOMB | Home Bancshares INC | 股票-金融 | 5.04% | -0.21% | -8.37% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.77% | +0.09% | +3.88% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.66% | +0.12% | +1.18% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.66% | +0.09% | -0.65% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.98% | +0.03% | +25.01% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 1.95% | +0.70% | +415.23% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.46% | +0.05% | +26.68% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.32% | +0.01% | -2.59% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.17% | +3.61% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 0.74% | +0.24% | -12.14% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | -0.06% | +97.18% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.05% | -22.15% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | +0.08% | +297.36% | |
| 20 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.34% | +0.01% | +0.06% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.02% | +4.21% | |
| 22 | RSG | Republic Services INC | 股票-工业 | 0.22% | — | +0.06% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | -0.02% | -22.39% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.21% | — | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.20% | -0.01% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.19% | — | -2.56% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | -0.02% | +5.44% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.19% | — | -4.31% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.15% | -0.23% | +1.00% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.15% | +0.01% | +0.01% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.14% | +0.02% | -0.54% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.13% | -0.01% | — | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.13% | — | +12.75% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | — | -13.30% | |
| 35 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.12% | +0.01% | +13.52% | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.11% | — | -7.47% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.10% | — | +18683.72% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.09% | +0.13% | +218.22% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.07% | — | -12.90% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.07% | -0.02% | +0.48% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.05% | -0.01% | +22.61% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.05% | — | -3.50% | |
| 43 | RF | Regions Financial CORP | 股票-金融 | 0.05% | — | -23.85% | |
| 44 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 0.05% | +0.02% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.05% | — | +4.66% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.05% | — | +3.93% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.04% | -0.01% | -1.99% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.04% | -0.01% | -27.88% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.04% | — | — | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.04% | — | +1.75% |