CIK: 0001868872
申报总市值
US$99.2亿
仅显示前 200 大持股（共 973 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 | 8.21% | -0.75% | +1.76% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 7.54% | -1.43% | +10.19% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 5.22% | -0.46% | +4.02% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.90% | +3.42% | +14.18% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 3.85% | -0.27% | +1.97% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.82% | -0.36% | +14.84% | |
| 7 | DFIV | Dimensional International Va | ETF-其他 | 3.35% | -0.31% | +4.01% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.21% | -0.43% | +13.62% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.92% | -0.23% | +2.16% | |
| 10 | DFSD | Dimensional Short Duration | ETF-其他 | 2.52% | +1.80% | +16.97% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.46% | -0.17% | +18.83% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.43% | +1.43% | +19.85% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.96% | +0.25% | +28.27% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.80% | -0.31% | +14.39% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.78% | -0.13% | +32.50% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.59% | -0.10% | +3.83% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.50% | — | +19.26% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.04% | -0.08% | +21.75% | |
| 19 | DISV | Dimensional International Sm | ETF-其他 | 1.03% | -0.07% | +4.50% | |
| 20 | DIHP | Dimensional International Hi | ETF-其他 | 0.83% | -0.02% | +23.77% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.78% | — | -2.42% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.27% | +1.92% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | +0.34% | +11.55% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.72% | -0.05% | +9.90% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.66% | — | +3.82% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.64% | -0.20% | -4.31% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | -0.14% | |
| 28 | DFAI | Dimensional International Co | ETF-其他 | 0.60% | +0.04% | +28.93% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | — | +13.49% | |
| 30 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.56% | -0.23% | +8.05% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.56% | +0.58% | +63.93% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.55% | -0.10% | +28.55% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +1.99% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.47% | +0.45% | +9.78% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | — | +17.63% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.44% | +0.01% | +14.50% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.42% | -0.04% | +36.38% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +5.35% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.40% | — | +5.30% | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.39% | — | -1.37% | |
| 41 | DFIC | Dimensional International Co | ETF-其他 | 0.36% | — | +13.95% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.35% | +0.01% | +6.00% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.33% | — | -1.21% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.31% | — | -2.47% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.28% | +0.01% | +18.19% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.28% | +0.17% | +6.13% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +12.63% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.26% | — | +20.86% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.26% | — | +8.09% | |
| 50 | AVDE | Avantis International Equity | ETF-其他 | 0.26% | +0.04% | +14.96% |