CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 2633 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 | 5.56% | +0.26% | +17.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.03% | — | +6.04% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.99% | +0.29% | +11.08% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.94% | +0.16% | +8.26% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.34% | +0.07% | +16.77% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.25% | -0.01% | +0.15% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.84% | +0.21% | +5.64% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.69% | +0.05% | +6.19% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.57% | +0.02% | +19.27% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.25% | +17.05% | |
| 11 | DFIC | Dimensional International Co | ETF-其他 | 1.91% | +0.08% | +9.96% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.74% | +0.04% | +5.31% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.16% | +3.23% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.61% | +0.10% | +5.15% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.35% | +18.86% | |
| 16 | DIHP | Dimensional International Hi | ETF-其他 | 1.44% | +0.08% | +10.22% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.38% | +0.07% | +12.58% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.38% | +0.03% | +19.55% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | +0.03% | +13.20% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.35% | +0.08% | +2.49% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.34% | +0.07% | +20.18% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.15% | +0.05% | +3.42% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | — | +8.22% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.80% | — | +49.76% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | -3.08% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | +16.77% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | — | +6.35% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | +0.08% | +52.66% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | +12.52% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | -0.08% | +9.78% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | — | +9.29% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | -0.07% | +20.91% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | +0.77% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | — | +7.97% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | — | -9.53% | |
| 36 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.43% | +0.05% | +16.74% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +9.53% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +19.02% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.37% | — | -10.04% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.36% | — | -4.61% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | +21.29% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.34% | -0.12% | +689.00% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | +16.83% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.34% | — | +101.67% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.33% | — | +3.42% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | -0.06% | +7.90% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.30% | — | +9.12% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.30% | — | -2.19% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | -0.10% | +33.06% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.28% | — | +121.83% |