CIK: 0001964394
申报总市值
US$2.9亿
仅显示前 200 大持股（共 840 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 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.84% | +0.19% | +1.64% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.00% | — | +3.53% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.98% | — | -1.34% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 1.91% | +0.24% | +4.06% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.76% | -0.13% | +10.59% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 1.72% | -0.26% | +9.39% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.54% | +0.03% | -2.20% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | — | +0.64% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.30% | -0.13% | -0.01% | |
| 10 | DFIV | Dimensional International Va | ETF-其他 | 1.25% | +0.15% | +0.10% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.24% | — | -2.00% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.23% | +0.19% | +13.37% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.21% | — | -0.62% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | +0.07% | -3.16% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.12% | — | +2.51% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.10% | — | -2.43% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.08% | — | +2.83% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.08% | +0.09% | -2.48% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.19% | +0.08% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | -0.18% | -2.07% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.02% | — | +5.33% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.01% | — | +3.08% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | -36.93% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.98% | +0.09% | -0.75% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | — | -0.75% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.18% | -3.60% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.91% | +0.09% | +304.04% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.90% | +0.19% | -5.14% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.15% | +1.51% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.90% | — | -0.76% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.85% | — | +7.82% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +10.28% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.82% | — | -3.19% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.81% | — | -0.54% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.80% | — | +6.45% | |
| 36 | EMLP | First Trust North American E | ETF-其他 | 0.76% | +0.06% | -0.73% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.76% | — | -3.79% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | — | +201.30% | |
| 39 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.74% | +0.14% | +10.02% | |
| 40 | DISV | Dimensional International Sm | ETF-其他 | 0.71% | — | +3.67% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.68% | — | +1.14% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.67% | +0.03% | -0.93% | |
| 43 | IQLT | Ishares Msci International Q | ETF-其他 | 0.66% | — | -5.56% | |
| 44 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.65% | — | +7.30% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.65% | — | +1.86% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | -0.77% | |
| 47 | AHR | American Healthcare Reit INC | 股票-房地产 | 0.64% | — | -35.24% | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.62% | +0.07% | -1.59% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | -5.82% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | -1.05% |