CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 2007 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 | 4.80% | +0.29% | +10.24% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.50% | +0.26% | +12.39% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.26% | — | +13.41% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.59% | +0.16% | +18.32% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.18% | -0.01% | +3.03% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.46% | -0.25% | +7.19% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.26% | +0.21% | +13.87% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.16% | +0.07% | +18.97% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.11% | +0.02% | +11.88% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.35% | +48.10% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.88% | — | +11.38% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.66% | +0.05% | +15.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.66% | -0.08% | +193.96% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.57% | +0.07% | +1.33% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.54% | +0.04% | +4.92% | |
| 16 | DFIC | Dimensional International Co | ETF-其他 | 1.48% | +0.08% | +20.08% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.46% | +0.07% | +9.96% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.23% | — | +585.42% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | +0.03% | +15.95% | |
| 20 | DFIV | Dimensional International Va | ETF-其他 | 1.08% | +0.10% | +12.14% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.08% | — | -8.35% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.03% | +0.08% | +7.32% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.03% | +0.05% | +10.12% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.91% | — | -7.37% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | — | -7.67% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.83% | — | +14.40% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | +0.03% | +15.93% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.81% | — | +15330.52% | |
| 29 | DIHP | Dimensional International Hi | ETF-其他 | 0.81% | +0.08% | +18.86% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | — | -3.03% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | -1.22% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | +8.95% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | +0.05% | +468.11% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | — | -6.05% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.64% | — | -1.86% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | +11.06% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.61% | — | -6.07% | |
| 38 | IQLT | Ishares Msci International Q | ETF-其他 | 0.60% | — | -5.47% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.58% | — | -0.93% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | -0.58% | |
| 41 | RJF | Raymond James Financial INC | 股票-金融 | 0.50% | — | -4.06% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | +108.31% | |
| 43 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.50% | +0.05% | +12.64% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.49% | — | -3.58% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | -0.10% | +168.34% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.16% | +2.05% | |
| 47 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.46% | — | +12.73% | |
| 48 | DFAT | Dimensional US Target Value | ETF-其他 | 0.46% | — | +8.34% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.44% | — | -7.44% | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.44% | — | +12.88% |