CIK: 0002065938
申报总市值
US$1.2亿
仅显示前 200 大持股（共 619 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 24.06% | -15.83% | — | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 9.59% | — | — | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 3.58% | -2.92% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.34% | +3.57% | NEW | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.25% | -2.14% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.22% | — | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.05% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.94% | +2.26% | NEW | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | +1.46% | NEW | |
| 10 | AMUB | Etracs Alerian Mlp Ind Ser B | ETF-其他 | 1.68% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.32% | +1.16% | NEW | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.27% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | +1.10% | NEW | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | +1.24% | NEW | |
| 15 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 0.94% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | +0.97% | NEW | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +1.44% | NEW | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | +0.83% | NEW | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.69% | +0.83% | NEW | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 0.65% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | +1.07% | NEW | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.59% | +0.52% | NEW | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | +0.52% | NEW | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.57% | +0.64% | NEW | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | +0.50% | NEW | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.46% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | +0.44% | NEW | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.43% | +0.74% | NEW | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.34% | NEW | |
| 31 | T | At&t INC | 股票-通信服务 | 0.42% | — | — | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.41% | +0.33% | NEW | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.41% | +0.36% | NEW | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | +0.36% | NEW | |
| 35 | AXP | American Express Co | 股票-金融 | 0.40% | +0.40% | NEW | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | +0.47% | NEW | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | +0.36% | NEW | |
| 38 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.36% | +0.32% | NEW | |
| 39 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.36% | +0.36% | NEW | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | +0.30% | NEW | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.34% | +0.35% | NEW | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.33% | +0.35% | NEW | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | +0.34% | NEW | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | +0.34% | NEW | |
| 45 | KKR | Kkr & Co INC | 股票-金融 | 0.30% | — | — | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.30% | +0.39% | NEW | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.29% | +0.30% | NEW | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | — | — | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.28% | +0.28% | NEW | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.28% | — | — |