CIK: 0001925420
申报总市值
US$8.8亿
仅显示前 200 大持股（共 329 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 8.07% | -0.72% | +47.93% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.39% | -0.15% | -1.28% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 6.72% | -0.70% | +2.05% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.19% | +0.40% | +5.13% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 4.12% | -0.08% | +7.28% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 3.95% | -0.02% | +7.10% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.37% | +0.19% | +2.16% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.28% | +0.25% | +7.05% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.82% | -0.12% | +5.46% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | +0.05% | -6.01% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.69% | — | +32.15% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 1.69% | +0.05% | +2.30% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 1.58% | +0.13% | +2.93% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.29% | — | +4.05% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.29% | +0.07% | +1.93% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.27% | — | -1.48% | |
| 17 | DIHP | Dimensional International Hi | ETF-其他 | 1.25% | +0.01% | +6.81% | |
| 18 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.21% | — | +8.76% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.18% | — | +2.84% | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.17% | — | +1.37% | |
| 21 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.13% | +0.17% | +2.90% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.06% | +0.99% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.04% | — | +23.93% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | -0.65% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.01% | +5.22% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.02% | +81.74% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.69% | -0.29% | +178.94% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | +0.12% | +1.05% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.35% | -0.60% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.66% | — | +1.13% | |
| 31 | REET | Ishares Global Reit ETF | ETF-其他 | 0.65% | +0.05% | +6.22% | |
| 32 | DFIC | Dimensional International Co | ETF-其他 | 0.63% | -0.04% | +9.08% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | — | +0.31% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | — | -7.66% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | -0.69% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -1.23% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.54% | — | +0.78% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | +0.06% | +20.90% | |
| 39 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.50% | +0.15% | -8.26% | |
| 40 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.48% | +0.03% | +1.75% | |
| 41 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.44% | — | -2.51% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.43% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | +9.82% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.38% | — | +0.46% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.38% | — | +23.56% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.37% | — | +458.67% | |
| 47 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.36% | — | -1.16% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | +0.07% | +2.14% | |
| 49 | UAUG | Innovator U.s. Equity Ultra | ETF-其他 | 0.33% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.31% | -0.13% | -3.28% |