CIK: 0001891201
申报总市值
US$3.0亿
仅显示前 200 大持股（共 221 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 15.00% | -0.49% | -2.00% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 8.28% | +1.30% | +70.52% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.97% | -0.27% | -3.33% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 6.23% | -0.16% | -1.59% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-其他 | 5.32% | +0.07% | +0.15% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-其他 | 4.31% | +0.06% | +6.02% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 4.09% | -0.28% | -16.11% | |
| 8 | DFIV | Dimensional International Va | ETF-其他 | 2.96% | +0.17% | +3.69% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.87% | -0.04% | -2.00% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.80% | -0.03% | -0.38% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 2.43% | +0.02% | +0.68% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.62% | -0.12% | +4.92% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.62% | -0.04% | -0.64% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.60% | — | +5.62% | |
| 15 | DFSD | Dimensional Short Duration | ETF-其他 | 1.60% | — | -0.00% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.54% | — | -2.95% | |
| 17 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 1.48% | +0.01% | +4.04% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.43% | +0.02% | +0.63% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.39% | -0.09% | -3.32% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.37% | +0.03% | +7.15% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | — | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.33% | -0.03% | — | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.19% | +0.37% | +11.02% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | — | -2.33% | |
| 25 | DFAT | Dimensional US Target Value | ETF-其他 | 1.09% | +0.11% | +1.84% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.00% | -0.01% | -0.09% | |
| 27 | DISV | Dimensional International Sm | ETF-其他 | 0.88% | +0.02% | +4.64% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.83% | — | -1.90% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.79% | +0.06% | +1.92% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.74% | -0.02% | -0.28% | |
| 31 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.66% | -0.04% | +1.57% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.63% | -0.01% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.56% | — | — | |
| 34 | DFIS | Dimensional International Sm | ETF-其他 | 0.53% | — | +7.95% | |
| 35 | IFGL | Ishares International Develo | ETF-其他 | 0.49% | — | -6.78% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.49% | — | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.49% | — | -3.17% | |
| 38 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.46% | — | -3.74% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.38% | — | +12.50% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.38% | — | — | |
| 41 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.34% | — | -3.19% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.33% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.28% | — | — | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.27% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.04% | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.26% | — | -8.45% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.24% | +0.01% | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.23% | — | +1302.87% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.23% | +0.02% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.22% | — | +1.64% |