CIK: 0001352260
申报总市值
US$26.4亿
仅显示前 200 大持股（共 759 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.48% | +0.05% | +0.58% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.47% | — | +7.20% | |
| 3 | GIS | General Mills INC | 股票-非周期性消费 | 2.78% | -0.46% | +8374.89% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.47% | +0.46% | +4.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.40% | -0.43% | +42.69% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.06% | +18.12% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | -0.06% | +12.93% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.67% | -0.16% | +14.52% | |
| 9 | DGCB | Dimensional Global Credit | ETF-其他 | 1.55% | +0.18% | +34.59% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | -0.12% | +25.02% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.36% | +0.16% | -12.34% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.36% | — | -20.18% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.05% | +19.36% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.20% | — | +3.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.18% | -0.29% | +169.37% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.18% | — | +39.20% | |
| 17 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.12% | +0.14% | +28.51% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.11% | — | +11.36% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.10% | — | +13.24% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.02% | +0.30% | +24.25% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.96% | — | +68.46% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 0.92% | — | +4.90% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.92% | — | -0.08% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +3.45% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.85% | — | +11.11% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | — | +37.13% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | +0.52% | +6.34% | |
| 28 | DFIC | Dimensional International Co | ETF-其他 | 0.84% | — | +5.98% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.84% | — | +9.35% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.83% | — | -0.73% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | -0.09% | +42.13% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.06% | +5.71% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.71% | — | +85.66% | |
| 34 | DFSD | Dimensional Short Duration | ETF-其他 | 0.70% | — | -8.42% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.69% | — | +0.55% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.67% | +0.19% | +10.15% | |
| 37 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.66% | — | -0.96% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | -0.09% | +28.87% | |
| 39 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 0.65% | — | +2.24% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.61% | — | -39.49% | |
| 41 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.61% | — | -29.31% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.56% | — | -0.57% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.56% | — | +9.06% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | -0.12% | +70.59% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.55% | — | +70.63% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.54% | — | -1.22% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.12% | +158.19% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.52% | — | +4.50% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.49% | — | +28.17% | |
| 50 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 0.49% | — | +17.42% |