CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1928 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.65% | +0.29% | +16.32% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.64% | -0.01% | +7.79% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.39% | — | -2.29% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.86% | -0.25% | +6.17% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.46% | +0.26% | +11.25% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.22% | — | -3.98% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.12% | — | -4.59% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.00% | — | +38.12% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.97% | — | -3.16% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.91% | +0.07% | +14.52% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.87% | +0.04% | +7.59% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.77% | +0.16% | +48.46% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.77% | — | +26.02% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.64% | +0.02% | +23.27% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.50% | — | +25.42% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.49% | +0.21% | +25.68% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.34% | — | -3.48% | |
| 18 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.24% | — | +7.82% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.23% | — | -3.85% | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 1.22% | — | -3.41% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.22% | +0.07% | +8.23% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.35% | -3.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | — | -1.09% | |
| 24 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.09% | — | +12.42% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | +0.07% | +51.40% | |
| 26 | DFIV | Dimensional International Va | ETF-其他 | 0.79% | +0.10% | +28.02% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.78% | — | +18.06% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.78% | -0.08% | -11.15% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.78% | — | +2.12% | |
| 30 | PCAR | Paccar INC | 股票-工业 | 0.76% | — | +2578.24% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.73% | — | -0.21% | |
| 32 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.73% | +0.05% | +115.16% | |
| 33 | RJF | Raymond James Financial INC | 股票-金融 | 0.71% | — | +1.53% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.70% | — | +23.91% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | +5.21% | |
| 36 | DFIC | Dimensional International Co | ETF-其他 | 0.63% | +0.08% | +76.03% | |
| 37 | EOG | Eog Resources INC | 股票-能源 | 0.57% | -0.07% | -0.15% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | +0.03% | +62.97% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.56% | — | -3.17% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | — | -3.40% | |
| 41 | DFAT | Dimensional US Target Value | ETF-其他 | 0.51% | — | -2.64% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.12% | -7.19% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.44% | — | -0.24% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | +0.03% | +60.68% | |
| 45 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.42% | — | +17.05% | |
| 46 | DIHP | Dimensional International Hi | ETF-其他 | 0.40% | +0.08% | +86.50% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -1.49% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | — | +2.38% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.07% | -2.59% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -0.58% |