CIK: 0001868872
申报总市值
US$99.2亿
仅显示前 200 大持股（共 337 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 | 11.65% | -0.75% | -44.96% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 9.35% | -0.27% | -45.44% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 6.94% | -0.31% | -32.92% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.44% | -1.43% | +3.69% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.11% | +3.42% | -2.33% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.65% | -0.23% | -54.28% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.59% | -0.43% | -1.89% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.15% | +0.34% | -10.58% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.52% | -0.10% | -57.37% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.21% | — | +3.06% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.20% | +1.43% | +1.03% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.92% | — | -33.43% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | -0.13% | -9.04% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.41% | +17.21% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | — | -25.80% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.96% | -0.31% | -56.33% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | — | +0.24% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.85% | -0.05% | -58.69% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.85% | +0.11% | -30.88% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | +3.14% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.27% | -62.52% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.75% | -0.10% | -10.58% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.71% | -0.36% | -9.46% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.65% | — | +1.54% | |
| 25 | DISV | Dimensional International Sm | ETF-其他 | 0.65% | -0.07% | -29.94% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.62% | — | +74.68% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | +7.13% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | +19.47% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -18.36% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.51% | +0.25% | -36.98% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | +14.80% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.50% | — | +30.52% | |
| 33 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.49% | -0.23% | +10.30% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.49% | — | +5.04% | |
| 35 | AVDE | Avantis International Equity | ETF-其他 | 0.46% | +0.04% | +71.09% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | — | +218.42% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | +29.94% | |
| 38 | IVLU | Ishares Msci International V | ETF-其他 | 0.42% | — | +23.32% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | -34.81% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.40% | — | +3.21% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | -21.91% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.37% | +0.10% | -13.46% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.37% | — | +5.57% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | — | -43.10% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | — | +20.43% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.33% | — | -32.79% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.33% | — | +29.26% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.32% | — | -12.07% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.31% | — | -34.62% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | — | -34.08% |