CIK: 0001868872
申报总市值
US$99.2亿
仅显示前 200 大持股（共 356 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 | 11.89% | -0.75% | +16.56% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 8.42% | -0.27% | +6.57% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 6.67% | -0.31% | +8.66% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.24% | -1.43% | +8.81% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 5.20% | -0.46% | — | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.15% | +3.42% | +17.85% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.65% | -0.23% | +19.91% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.59% | -0.43% | +10.96% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.92% | +0.34% | +9.55% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.81% | -0.10% | +25.14% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.72% | — | +33.44% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.28% | +1.43% | +21.22% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.00% | — | +3.54% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | -0.13% | +8.47% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.33% | — | +4928.15% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.26% | +0.25% | +196.66% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.98% | -0.31% | +14.38% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.94% | -0.10% | +41.77% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.90% | -0.36% | +44.30% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.90% | -0.05% | +23.17% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | -15.75% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.27% | -6.03% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +9.83% | |
| 24 | DISV | Dimensional International Sm | ETF-其他 | 0.68% | -0.07% | +17.77% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.62% | +0.11% | -14.73% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.61% | — | +16.36% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | -29.87% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.57% | — | +3.94% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | — | +10.50% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | +30.70% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.46% | — | +12.49% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.45% | — | +2.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +0.87% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +6.22% | |
| 35 | AVDE | Avantis International Equity | ETF-其他 | 0.43% | +0.04% | +3.73% | |
| 36 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.43% | -0.23% | +11.22% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.37% | — | -0.39% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.33% | — | +28.38% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.32% | — | +2.08% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.30% | — | +3.26% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.30% | — | -2.50% | |
| 42 | DFAI | Dimensional International Co | ETF-其他 | 0.30% | +0.04% | +100.88% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | — | +12.83% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.28% | — | -16.94% | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.28% | -0.17% | +11.22% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.28% | +0.10% | -9.89% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.27% | +0.01% | +26.15% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.27% | +0.41% | -81.20% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.27% | — | -22.64% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | — | -9.99% |