CIK: 0001868872
申报总市值
US$99.2亿
仅显示前 200 大持股（共 770 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 | 9.39% | -0.75% | +22.76% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.01% | -1.43% | +20.88% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 6.21% | -0.46% | +20.16% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.65% | +3.42% | +27.53% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 4.53% | -0.27% | +34.42% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.44% | -0.36% | +24.61% | |
| 7 | DFIV | Dimensional International Va | ETF-其他 | 3.22% | -0.31% | +29.03% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.15% | -0.23% | +31.37% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.93% | -0.43% | +18.53% | |
| 10 | DFSD | Dimensional Short Duration | ETF-其他 | 2.36% | +1.80% | +47.20% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.27% | -0.17% | +30.13% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.19% | +1.43% | +25.62% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.88% | +0.25% | +42.39% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.84% | -0.31% | +28.32% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.61% | -0.10% | +32.17% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.58% | — | +1.75% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | -0.13% | +10.17% | |
| 18 | DISV | Dimensional International Sm | ETF-其他 | 1.00% | -0.07% | +35.54% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.97% | -0.08% | +25.12% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.27% | +41.34% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.87% | — | +1717.49% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.83% | -0.20% | +1291.13% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.79% | -0.05% | +20.02% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | +0.34% | +0.31% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | — | +9.79% | |
| 26 | DIHP | Dimensional International Hi | ETF-其他 | 0.70% | -0.02% | +31.03% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | — | +12.69% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +1021.06% | |
| 29 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.58% | -0.23% | -29.60% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +30.52% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.50% | -0.10% | +8.12% | |
| 32 | DFAI | Dimensional International Co | ETF-其他 | 0.48% | +0.04% | +40.54% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | +7.86% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.46% | +0.45% | +15.28% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.45% | — | +30.31% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.44% | +0.01% | +41.76% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.43% | — | -1.17% | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.38% | +0.58% | +84.20% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.37% | -0.04% | +19.87% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.36% | +0.01% | +20.41% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +3.66% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.33% | — | +38.96% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.33% | — | +757.22% | |
| 44 | DFIC | Dimensional International Co | ETF-其他 | 0.32% | — | +8.68% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.29% | +0.17% | -2.94% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.28% | +0.41% | +3.26% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.27% | — | +71.92% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.27% | — | -3.28% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +34.00% | |
| 50 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.26% | +0.01% | +7.98% |