CIK: 0002011342
申报总市值
US$3.8亿
仅显示前 200 大持股（共 1498 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 | 12.37% | -0.36% | +1.18% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.30% | +0.16% | +4.56% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 6.73% | -0.07% | +1.73% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 5.90% | -0.15% | -5.46% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 5.09% | +0.22% | +5.51% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.89% | -0.38% | -0.41% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.74% | -0.16% | +3.12% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.58% | +0.14% | +7.01% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.48% | -0.17% | -0.69% | |
| 10 | DISV | Dimensional International Sm | ETF-其他 | 4.17% | -0.17% | -3.31% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.03% | +0.38% | +8.20% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.58% | +0.15% | +15.70% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 2.09% | +0.01% | -5.75% | |
| 14 | DFAT | Dimensional US Target Value | ETF-其他 | 1.95% | +0.03% | -0.71% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.73% | +0.80% | +125.90% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.62% | -0.15% | -1.96% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.39% | -0.06% | -0.06% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.21% | -0.51% | -6.12% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | +0.10% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | -4.09% | |
| 21 | DFAI | Dimensional International Co | ETF-其他 | 0.81% | +0.40% | +142.59% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.77% | — | -3.15% | |
| 23 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.71% | — | -11.61% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.65% | — | +4.17% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.16% | +0.80% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | — | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.56% | -0.04% | -0.17% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.14% | +0.04% | |
| 29 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.51% | — | +8.02% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.48% | — | -2.59% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.02% | +0.64% | |
| 32 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.45% | — | +7.12% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.43% | — | +1.09% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | — | +395.91% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | -0.07% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | +0.01% | — | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.35% | — | +0.38% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | — | — | |
| 39 | REET | Ishares Global Reit ETF | ETF-其他 | 0.29% | — | -14.84% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | -0.06% | +2.71% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +0.21% | |
| 42 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.26% | — | +8.15% | |
| 43 | AVDE | Avantis International Equity | ETF-其他 | 0.25% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.25% | — | +0.02% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.23% | +0.01% | +7.47% | |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.21% | — | +1.13% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | — | -0.45% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.19% | — | -3.89% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.05% | +0.22% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.18% | — | +0.27% |