CIK: 0001568068
申报总市值
US$20.1亿
仅显示前 200 大持股（共 1944 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 | DFAX | Dimensional World Ex US Core | ETF-其他 | 8.64% | -0.22% | +0.97% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.58% | +1.19% | -1.91% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.47% | +0.06% | +3.20% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.26% | — | +91.93% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.07% | -0.23% | +1.28% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.61% | +0.03% | -3.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.37% | +0.08% | +0.55% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.16% | +0.12% | +0.89% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.23% | +2.31% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.45% | -0.18% | +213.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.15% | +0.22% | +7.61% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.03% | — | -0.79% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.68% | — | +4.11% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.64% | — | +2.59% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | +0.04% | -1.55% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | -0.02% | +7.62% | |
| 17 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.23% | — | +0.46% | |
| 18 | IDLV | Invesco S&p International De | ETF-其他 | 1.12% | — | +1.38% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.06% | — | +4.11% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.98% | +0.01% | -0.71% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.97% | — | +0.92% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.94% | — | -0.17% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.94% | — | +170.34% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.84% | — | +5.81% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | -0.09% | +4.19% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | +0.04% | +10.14% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.80% | — | +1.08% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | — | +4.68% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.75% | — | -1.33% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.72% | — | -0.48% | |
| 31 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.67% | — | -1.17% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | +0.03% | -3.67% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.59% | — | +10.10% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.59% | — | -3.90% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.58% | — | — | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.55% | — | -1.66% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.53% | — | +1.34% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | -1.61% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | — | +0.01% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.44% | +0.02% | +8.68% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | +0.03% | +1.14% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | +0.02% | -6.31% | |
| 43 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.39% | — | +0.07% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | — | +7.75% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.38% | +0.01% | -0.14% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | +0.12% | -1.56% | |
| 47 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.37% | — | +1.61% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.37% | — | +0.50% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.35% | — | -0.54% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.35% | — | -15.02% |