CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1968 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 | 5.28% | +0.29% | +7.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.20% | — | +8.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.07% | +0.26% | +9.66% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.03% | +0.16% | +5.80% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.99% | -0.01% | +2.91% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.00% | +0.21% | +12.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.59% | +0.07% | +10.63% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.51% | +0.05% | +16.39% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.35% | +8.30% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.41% | +0.02% | +10.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.20% | -0.08% | +126.11% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.91% | +0.04% | +6.75% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.76% | +0.07% | +16.56% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.72% | +0.07% | +13.00% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.71% | — | +0.39% | |
| 16 | DFIC | Dimensional International Co | ETF-其他 | 1.66% | +0.08% | +9.71% | |
| 17 | DFIV | Dimensional International Va | ETF-其他 | 1.51% | +0.10% | +12.65% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.16% | +958.20% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | +0.03% | +8.79% | |
| 20 | DIHP | Dimensional International Hi | ETF-其他 | 1.24% | +0.08% | +18.61% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.02% | +0.03% | +9.56% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.99% | — | +0.96% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | — | +3.85% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.94% | — | +1.79% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | +0.05% | +2.27% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | — | -4.84% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.77% | — | +12.81% | |
| 28 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.71% | — | -9.62% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | +7.39% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.65% | — | -1.91% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | — | -7.41% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.58% | — | -4.39% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.57% | — | -2.28% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | -0.07% | +9.07% | |
| 35 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.54% | +0.05% | +7.52% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | +19.63% | |
| 37 | IQLT | Ishares Msci International Q | ETF-其他 | 0.50% | — | -5.12% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | +9.82% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | -23.34% | |
| 40 | IVLU | Ishares Msci International V | ETF-其他 | 0.49% | — | -6.42% | |
| 41 | RJF | Raymond James Financial INC | 股票-金融 | 0.45% | — | -5.17% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +10.04% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.41% | — | +246.67% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | — | +3.03% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -1.19% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.38% | — | +1.04% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.37% | — | -6.92% | |
| 48 | EOG | Eog Resources INC | 股票-能源 | 0.37% | -0.07% | +0.40% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.37% | — | -3.15% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.37% | — | +0.04% |