CIK: 0001350660
申报总市值
US$13.8亿
仅显示前 200 大持股（共 237 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.12% | -0.62% | +0.91% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.95% | -0.46% | -2.93% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.96% | -0.60% | -1.64% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.46% | -0.29% | -11.30% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.23% | -0.21% | -2.99% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 3.80% | -0.02% | -7.12% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.38% | -0.02% | +2.36% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.95% | +0.14% | -4.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.86% | -0.12% | +2.54% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.79% | -0.03% | +4.03% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.38% | -0.03% | +8.42% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.17% | -0.11% | +6.63% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 2.06% | -0.13% | +1.62% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.98% | -0.05% | +2.30% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.86% | -0.11% | +0.26% | |
| 16 | INTF | Ishares International Equity | ETF-其他 | 1.86% | +0.01% | -7.44% | |
| 17 | DFSD | Dimensional Short Duration | ETF-其他 | 1.59% | +0.49% | +23.07% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.53% | -0.10% | +3.84% | |
| 19 | DFIC | Dimensional International Co | ETF-其他 | 1.51% | +0.40% | +24.05% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.43% | -0.09% | -6.04% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.35% | -0.07% | +10.70% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.34% | — | +4.17% | |
| 23 | DFAT | Dimensional US Target Value | ETF-其他 | 1.34% | — | +22.05% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.17% | -0.04% | +6.76% | |
| 25 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.13% | +0.50% | +44.47% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.02% | -0.10% | +12.70% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | -0.03% | -3.16% | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.94% | -0.08% | +3.88% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.91% | -0.02% | -4.31% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.84% | -0.08% | +2.62% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.83% | -0.01% | -2.56% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.80% | -0.06% | +5.41% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.78% | — | -8.98% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.72% | -0.10% | -0.60% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.70% | — | -6.61% | |
| 36 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.68% | +0.20% | +25.22% | |
| 37 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.65% | — | -20.38% | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.60% | — | +2685.98% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | -0.89% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | -0.07% | -6.47% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.59% | -0.02% | -2.03% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.58% | -0.03% | -0.90% | |
| 43 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.57% | — | +18.27% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | -0.02% | -5.93% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -0.11% | -1.02% | |
| 46 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 0.52% | — | -15.07% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | +0.01% | +0.09% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.46% | — | -0.37% | |
| 49 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.43% | — | +0.15% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.40% | — | -3.00% |