CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 2840 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 | 5.52% | +0.26% | +9.13% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.98% | +0.29% | +9.49% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.75% | — | +9.48% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.88% | +0.16% | +5.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.32% | +0.07% | +4.28% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.99% | -0.01% | +3.03% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.83% | +0.21% | +4.53% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.73% | -0.25% | +9.12% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.60% | +0.05% | +5.13% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.56% | +0.02% | +11.35% | |
| 11 | DFIC | Dimensional International Co | ETF-其他 | 1.94% | +0.08% | +6.02% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.67% | +0.04% | +5.21% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | +0.16% | +2.29% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.64% | +0.10% | +2.75% | |
| 15 | DIHP | Dimensional International Hi | ETF-其他 | 1.46% | +0.08% | +6.19% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.35% | +10.31% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.40% | +0.07% | +13.81% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 1.38% | +0.07% | +9.31% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.30% | +0.03% | +3.47% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.29% | +0.08% | +2.69% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | +0.03% | +0.02% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.13% | +0.05% | +4.54% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | +2.77% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | — | +6.65% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | — | +14.32% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | +7.83% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | -0.07% | +24.77% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | — | +7.53% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.59% | — | +10.19% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +3.99% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | -0.08% | +9.49% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | +0.08% | -5.64% | |
| 33 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.47% | +0.05% | +17.41% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | +7.27% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | +0.37% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | — | +0.36% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +10.10% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.40% | -0.10% | +47.04% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.39% | — | +24.64% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +8.78% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | +10.40% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.34% | -0.14% | +165.98% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.34% | — | +21.22% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.33% | — | -0.51% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.32% | — | +14.75% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | -1.82% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.31% | — | +2.53% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | -0.12% | -9.31% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.12% | +8.89% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.26% | -0.07% | +0.18% |