CIK: 0002065938
申报总市值
US$1.2亿
仅显示前 200 大持股（共 612 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 | 23.17% | -15.83% | +5.35% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 9.67% | — | +0.10% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.23% | — | +55.46% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 3.82% | -2.92% | +5.37% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.43% | +3.57% | NEW | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.33% | -2.14% | +0.24% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.78% | — | -0.45% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | +2.26% | NEW | |
| 9 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 1.71% | — | +97.74% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | +1.16% | NEW | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | +1.10% | NEW | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | +1.46% | NEW | |
| 13 | AMUB | Etracs Alerian Mlp Ind Ser B | ETF-其他 | 1.44% | — | -0.02% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.26% | — | -2.77% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.20% | +1.24% | NEW | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.97% | NEW | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | +1.44% | NEW | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | +0.83% | NEW | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.70% | +0.74% | NEW | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +1.07% | NEW | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.68% | +0.83% | NEW | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | +0.64% | NEW | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | — | +1.94% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.54% | +0.52% | NEW | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | +0.52% | NEW | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | +0.23% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | +0.50% | NEW | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.46% | — | +0.01% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | +0.44% | NEW | |
| 30 | AXP | American Express Co | 股票-金融 | 0.43% | +0.40% | NEW | |
| 31 | T | At&t INC | 股票-通信服务 | 0.41% | — | +3.84% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | +0.34% | NEW | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.39% | +0.33% | NEW | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.38% | — | -4.38% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.30% | NEW | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.37% | +0.36% | NEW | |
| 37 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.35% | +0.36% | NEW | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | +0.47% | NEW | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | +0.36% | NEW | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.33% | +0.32% | NEW | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.33% | +0.36% | NEW | |
| 42 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密货币 | 0.32% | — | — | |
| 43 | KKR | Kkr & Co INC | 股票-金融 | 0.31% | — | -0.22% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | +0.34% | NEW | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.31% | +0.35% | NEW | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | +0.34% | NEW | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.31% | +0.35% | NEW | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.30% | +0.39% | NEW | |
| 49 | TT | Trane Technologies plc | 股票-工业 | 0.29% | +0.28% | NEW | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.28% | — | -14.97% |