CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 2249 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.71% | +0.26% | +8.12% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.46% | +0.29% | +7.73% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.36% | — | +8.23% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.13% | +0.16% | +5.18% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.71% | -0.01% | +2.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.32% | +0.07% | +0.69% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.11% | +0.21% | +5.45% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.91% | +0.05% | +5.41% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.64% | +0.02% | +6.86% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.25% | +2.07% | |
| 11 | DFIC | Dimensional International Co | ETF-其他 | 2.01% | +0.08% | +2.72% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.92% | +0.04% | +3.70% | |
| 13 | DFIV | Dimensional International Va | ETF-其他 | 1.74% | +0.10% | +4.30% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.16% | +4.88% | |
| 15 | DIHP | Dimensional International Hi | ETF-其他 | 1.55% | +0.08% | +5.86% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.35% | +5.64% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.49% | +0.07% | +4.98% | |
| 18 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.44% | +0.08% | +8.80% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | +0.03% | +7.10% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.33% | +0.07% | -8.10% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.29% | +0.03% | +8.89% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.24% | +0.05% | +0.14% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +33.30% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +8.06% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | — | -2.85% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | +6.80% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | — | +1.48% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +7.46% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.57% | — | -2.35% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | -0.08% | -2.45% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.54% | — | -22.48% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.50% | — | +15.98% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | +0.08% | +82.92% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | -2.62% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +10.19% | |
| 36 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.45% | +0.05% | +6.59% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.43% | — | +2.17% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | — | -4.54% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | — | +0.52% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | -0.07% | +3.75% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.35% | -0.06% | -15.28% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +2.14% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.34% | — | +1.26% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | — | -11.06% | |
| 45 | RJF | Raymond James Financial INC | 股票-金融 | 0.33% | — | -0.07% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | — | -3.84% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.32% | — | -3.33% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.32% | — | +4.18% | |
| 49 | IVLU | Ishares Msci International V | ETF-其他 | 0.28% | — | -5.44% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.28% | — | -5.80% |