CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1942 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 | 5.15% | +0.29% | +14.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.02% | — | +13.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.93% | +0.26% | +17.03% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.09% | +0.16% | +10.34% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.91% | -0.01% | +8.81% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.00% | +0.21% | +27.98% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | +0.07% | +16.76% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.36% | +0.05% | +36.23% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.35% | +8.89% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.32% | +0.02% | +17.26% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.90% | +0.04% | +13.91% | |
| 12 | DFIC | Dimensional International Co | ETF-其他 | 1.62% | +0.08% | +10.62% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.60% | +0.07% | +16.60% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.59% | +0.07% | +7.89% | |
| 15 | DFIV | Dimensional International Va | ETF-其他 | 1.55% | +0.10% | +41.99% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.53% | — | -1.16% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.31% | +0.03% | +11.99% | |
| 18 | DIHP | Dimensional International Hi | ETF-其他 | 1.12% | +0.08% | +39.07% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.10% | — | -3.45% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.16% | +30.13% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.08% | -42.74% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +25.10% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | +0.03% | +17.37% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.92% | — | +204.72% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | — | -0.91% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.86% | — | -5.86% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | +0.05% | +9.91% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.72% | — | +7.82% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | +11.81% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.68% | — | -5.29% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.67% | — | -64.64% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.67% | — | -0.48% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.65% | — | -6.55% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.61% | — | +2.67% | |
| 35 | IVLU | Ishares Msci International V | ETF-其他 | 0.57% | — | -7.15% | |
| 36 | IQLT | Ishares Msci International Q | ETF-其他 | 0.56% | — | -5.95% | |
| 37 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.53% | +0.05% | +13.56% | |
| 38 | RJF | Raymond James Financial INC | 股票-金融 | 0.52% | — | -6.13% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | -11.42% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.46% | — | +1.93% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | -3.67% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | -0.07% | +5.46% | |
| 43 | DFAT | Dimensional US Target Value | ETF-其他 | 0.44% | — | -2.35% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | +419.37% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +1.93% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | — | +28.83% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.40% | — | -3.67% | |
| 48 | EOG | Eog Resources INC | 股票-能源 | 0.39% | -0.07% | -0.62% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.37% | — | +0.15% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | +217.08% |