CIK: 0001690370
申报总市值
US$102.3亿
仅显示前 200 大持股（共 1502 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.81% | +0.54% | +3.01% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.13% | +0.30% | +2.90% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.56% | -0.41% | +3.23% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.29% | -0.16% | -3.04% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.06% | — | +37.86% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.99% | — | +8.65% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.87% | -1.36% | +2.62% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.78% | -0.44% | -1.93% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.69% | -0.20% | +731.83% | |
| 10 | DFSD | Dimensional Short Duration | ETF-其他 | 1.67% | — | +9.93% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.09% | +0.41% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.53% | — | +9.31% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.53% | +0.12% | +3.28% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.42% | +0.16% | +8.37% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | — | -5.12% | |
| 16 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.35% | — | +11.66% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.33% | +0.07% | -13.57% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.27% | — | -37.15% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.36% | +4.10% | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.08% | -0.35% | -0.29% | |
| 21 | DFAI | Dimensional International Co | ETF-其他 | 1.01% | — | +1.63% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | — | -2.39% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.99% | — | +48.77% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.95% | +0.10% | +4.15% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.84% | — | -3.87% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | +0.06% | +3.49% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | — | +2.69% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.73% | — | +2.52% | |
| 29 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.73% | — | +4.16% | |
| 30 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.73% | +0.13% | +5.57% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.71% | -0.35% | -6.07% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 0.70% | — | -15.30% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | +0.94% | |
| 34 | DFIC | Dimensional International Co | ETF-其他 | 0.69% | — | +6.14% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -4.15% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | — | +0.54% | |
| 37 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.60% | — | +46.38% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.53% | — | -3.63% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.52% | +0.12% | -2.71% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.47% | -0.17% | -8.60% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | -9.42% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.45% | — | -0.33% | |
| 43 | JMTG | Mortgage-backed Securities | ETF-其他 | 0.44% | — | -2.83% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.44% | -0.13% | -25.32% | |
| 45 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.44% | +0.08% | +56.22% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | — | +6.76% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.42% | — | -0.81% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | -12.30% | |
| 49 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.38% | -0.07% | -0.18% | |
| 50 | AVDE | Avantis International Equity | ETF-其他 | 0.37% | -0.11% | -4.47% |