CIK: 0001925420
申报总市值
US$8.8亿
仅显示前 200 大持股（共 274 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 | 9.02% | -0.15% | +0.00% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 7.81% | -0.70% | +103.62% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.56% | -0.72% | +140.09% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.48% | +0.40% | +3.06% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.03% | — | +3.50% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 3.83% | -0.02% | +3.86% | |
| 7 | DFIV | Dimensional International Va | ETF-其他 | 3.42% | -0.08% | -0.03% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.18% | +0.25% | +2.91% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.20% | -0.12% | +7.42% | |
| 10 | DFAT | Dimensional US Target Value | ETF-其他 | 2.10% | +0.05% | +0.44% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | +0.05% | +2.90% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | +0.06% | +55.00% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.80% | — | +9.78% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 1.58% | +0.13% | +3.07% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.55% | — | +2.44% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.48% | +0.07% | +2.49% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.29% | — | -0.60% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.24% | — | -3.18% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.24% | +0.17% | +5.48% | |
| 20 | DIHP | Dimensional International Hi | ETF-其他 | 1.13% | +0.01% | +5.93% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.11% | — | -2.05% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.10% | — | +5.13% | |
| 23 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.01% | — | -4.30% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.01% | +4.17% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.82% | — | -4.41% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.82% | — | -6.12% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | +0.12% | +15.26% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | +5.07% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | +23.58% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.68% | — | -2.19% | |
| 31 | REET | Ishares Global Reit ETF | ETF-其他 | 0.65% | +0.05% | +6.32% | |
| 32 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.64% | — | +0.14% | |
| 33 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.63% | — | -26.14% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | +0.35% | +0.44% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | +4.57% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +0.06% | +1.29% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.49% | — | -2.56% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.48% | — | +2.81% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | -0.13% | — | |
| 41 | UAUG | Innovator U.s. Equity Ultra | ETF-其他 | 0.45% | — | — | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | +0.02% | +19.53% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.38% | +0.06% | +0.66% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.35% | — | +10.64% | |
| 45 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.35% | — | +19.44% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +2.02% | |
| 47 | FLKR | Franklin Ftse South Korea | ETF-其他 | 0.32% | — | — | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.31% | — | — | |
| 49 | IJUN | Innov Intl Dev Pb ETF - June | ETF-其他 | 0.30% | — | — | |
| 50 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.29% | — | — |