CIK: 0002011342
申报总市值
US$3.8亿
仅显示前 200 大持股（共 1496 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 12.61% | -0.36% | +0.94% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.38% | +0.16% | +3.97% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 6.78% | -0.07% | +7.03% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 6.40% | -0.15% | -14.90% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.09% | -0.38% | +6.63% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.95% | -0.16% | +21.98% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.58% | +0.22% | +4.03% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.54% | -0.17% | -0.73% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.45% | +0.14% | +9.53% | |
| 10 | DISV | Dimensional International Sm | ETF-其他 | 4.38% | -0.17% | -16.02% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.88% | +0.38% | +74.81% | |
| 12 | SUB | Ishares Short-term National | ETF-其他 | 2.40% | +0.01% | -1.97% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.25% | +0.15% | +75.61% | |
| 14 | DFAT | Dimensional US Target Value | ETF-其他 | 2.01% | +0.03% | -1.09% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.64% | -0.15% | -6.94% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.50% | -0.06% | -3.70% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.10% | -9.51% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.97% | -0.51% | +0.48% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | — | -1.95% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.82% | — | -3.54% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.79% | +0.80% | — | |
| 22 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.79% | — | -0.00% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.16% | -2.85% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.64% | — | +3.32% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.59% | -0.04% | +9.81% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | -0.14% | +3.52% | |
| 28 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.50% | — | +4.11% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.49% | — | -5.03% | |
| 30 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.44% | — | +6.83% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.02% | +0.57% | |
| 32 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.43% | — | +6.88% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | -0.07% | -6.81% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.37% | — | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | +0.01% | — | |
| 36 | DFAI | Dimensional International Co | ETF-其他 | 0.34% | +0.40% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | — | |
| 38 | REET | Ishares Global Reit ETF | ETF-其他 | 0.32% | — | -20.05% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.06% | +968.94% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | — | -0.10% | |
| 41 | AVDE | Avantis International Equity | ETF-其他 | 0.26% | — | -0.63% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.25% | — | +31.75% | |
| 43 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.24% | — | +4.11% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.23% | +0.01% | +5.69% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.22% | — | +6.15% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | — | +6.93% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.21% | — | -1.88% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.05% | +11.93% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | +22.04% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.17% | — | — |