CIK: 0001925420
申报总市值
US$8.8亿
仅显示前 200 大持股（共 258 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 | AAPL | Apple INC | 股票-科技 | 9.07% | -0.15% | +3.02% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 8.16% | -0.70% | +10.51% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.57% | +0.40% | +10.99% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.31% | — | +1.48% | |
| 5 | DFAI | Dimensional International Co | ETF-其他 | 4.20% | -0.02% | +7.84% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 3.84% | -0.08% | +10.21% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.61% | +0.25% | +9.31% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.25% | -0.12% | +8.71% | |
| 9 | DFAT | Dimensional US Target Value | ETF-其他 | 2.21% | +0.05% | +7.51% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.05% | -2.92% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.01% | -0.72% | +6.10% | |
| 12 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 1.82% | +0.13% | -8.97% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | — | +1.01% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.59% | — | +2.88% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.55% | +0.07% | +13.24% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.45% | — | +9.70% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.38% | — | -0.75% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.06% | +9.22% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.27% | +0.17% | +15.54% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.22% | — | -2.75% | |
| 21 | DIHP | Dimensional International Hi | ETF-其他 | 1.21% | +0.01% | +11.69% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.11% | — | +3.60% | |
| 23 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.09% | — | +0.06% | |
| 24 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.02% | — | +4.28% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.93% | — | -2.80% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.01% | +2.93% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.82% | — | +0.07% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | — | -2.91% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.72% | — | +4.57% | |
| 30 | REET | Ishares Global Reit ETF | ETF-其他 | 0.71% | +0.05% | +1.52% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | +0.12% | +1.79% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | +0.06% | +38.84% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.60% | — | -1.21% | |
| 34 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.60% | +0.15% | -12.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | — | -0.62% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | -0.82% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.35% | +5.36% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.55% | — | -9.10% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | -0.13% | -1.58% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.48% | — | -10.55% | |
| 41 | UAUG | Innovator U.s. Equity Ultra | ETF-其他 | 0.47% | — | +497.62% | |
| 42 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.44% | — | -0.03% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.40% | +0.06% | -11.77% | |
| 44 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.34% | — | -23.03% | |
| 45 | IJUN | Innov Intl Dev Pb ETF - June | ETF-其他 | 0.33% | — | — | |
| 46 | INDA | Ishares Msci India ETF | ETF-其他 | 0.33% | — | -3.77% | |
| 47 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.33% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | +0.02% | -6.88% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | — | -0.10% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.31% | — | -0.04% |