CIK: 0001891713
申报总市值
US$4.6亿
仅显示前 200 大持股（共 272 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 | AAPL | Apple INC | 股票-科技 | 4.90% | -0.30% | -0.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.94% | -0.32% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.20% | — | +0.56% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | -0.39% | +0.49% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.19% | -0.45% | -2.52% | |
| 6 | MA | Mastercard INC - A | 股票-金融 | 1.85% | -0.23% | -0.56% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 1.66% | — | -1.03% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | -0.24% | -0.73% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.58% | +0.13% | +4.23% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.58% | — | +0.20% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.21% | -1.71% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.43% | +0.16% | -1.42% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.16% | -7.05% | |
| 14 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.26% | — | -8.49% | |
| 15 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.26% | — | +14.21% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.20% | — | -0.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.25% | -0.60% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | — | -0.79% | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.14% | +0.12% | +8.12% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.67% | +2.58% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.99% | -0.24% | +0.23% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.93% | — | +0.10% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.92% | +0.14% | +9.87% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.92% | +0.13% | +0.19% | |
| 25 | CTAS | Cintas CORP | 股票-工业 | 0.88% | — | +291.35% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.88% | — | +0.85% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.86% | -0.11% | +3.07% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | +0.91% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.30% | +3.60% | |
| 30 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.78% | — | -0.24% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.76% | — | +0.42% | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.73% | +0.17% | +1.77% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.72% | — | +0.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +10.90% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.69% | +0.18% | -0.34% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | -0.13% | +7.48% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | +0.18% | +7.29% | |
| 38 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.69% | -0.17% | — | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.68% | — | +0.16% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | — | +7.73% | |
| 41 | INTU | Intuit INC | 股票-科技 | 0.66% | -0.23% | -0.69% | |
| 42 | SPGI | S&p Global INC | 股票-金融 | 0.65% | -0.11% | -4.93% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.13% | -1.35% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.63% | — | +2.05% | |
| 45 | OKE | Oneok INC | 股票-能源 | 0.62% | — | -1.56% | |
| 46 | IQLT | Ishares Msci International Q | ETF-其他 | 0.60% | — | +0.39% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.59% | — | +2.03% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | -1.22% | |
| 49 | BN | Brookfield CORP | 股票-金融 | 0.57% | — | -0.38% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.55% | — | — |