CIK: 0001891201
申报总市值
US$3.0亿
仅显示前 200 大持股（共 253 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 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 19.96% | -0.28% | +11.32% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.05% | -0.27% | -0.83% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.69% | -0.16% | +2.59% | |
| 4 | SUB | Ishares Short-term National | ETF-其他 | 7.57% | — | +11.46% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.84% | -0.04% | +4.17% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.74% | -0.09% | -4.40% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.64% | +0.06% | +21.46% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.54% | -0.04% | -19.86% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 2.41% | +0.17% | +63.32% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.14% | — | -3.72% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.07% | -0.12% | +22.03% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.86% | +0.02% | +67.15% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.84% | +0.03% | -15.40% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.70% | — | -3.30% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.58% | — | -4.34% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.54% | -0.03% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.51% | — | -0.52% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.49% | — | +4.25% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.43% | -0.01% | -0.16% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.29% | — | -4.31% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.15% | — | — | |
| 22 | IFGL | Ishares International Develo | ETF-其他 | 1.05% | — | +3.62% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.84% | +0.01% | +156.28% | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.80% | — | +102.94% | |
| 25 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.79% | -0.04% | +15.63% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 0.72% | +0.11% | +58.98% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.71% | — | -5.27% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.69% | -0.01% | -0.54% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.68% | — | -15.16% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.03% | — | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.58% | +0.06% | +29.04% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.51% | — | — | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.41% | -0.02% | +167.94% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.41% | — | -7.64% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.38% | — | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.35% | — | — | |
| 39 | DISV | Dimensional International Sm | ETF-其他 | 0.34% | +0.02% | +139.92% | |
| 40 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.33% | — | -18.11% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.31% | -0.04% | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.30% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | — | — | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.29% | +0.02% | +304.37% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.28% | +0.01% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.04% | — | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.26% | +0.02% | — | |
| 48 | DFIS | Dimensional International Sm | ETF-其他 | 0.25% | — | +82.32% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | — |