CIK: 0002011342
申报总市值
US$3.8亿
仅显示前 200 大持股（共 1480 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 | 9.86% | -0.36% | +0.38% | |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 8.07% | +0.31% | — | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-其他 | 6.57% | +0.80% | +24.14% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.92% | +0.16% | +5.11% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 5.40% | -0.07% | +0.01% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.78% | +0.14% | +5.39% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.11% | +0.22% | +6.86% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.69% | -0.38% | -0.80% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.56% | +0.15% | +6.35% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.45% | -0.15% | -2.78% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 3.42% | +0.40% | +20.97% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.06% | +0.38% | +5.99% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.96% | -0.17% | -2.49% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.80% | -0.51% | -0.06% | |
| 15 | DISV | Dimensional International Sm | ETF-其他 | 2.71% | -0.17% | -5.92% | |
| 16 | AAPL | Apple INC | 股票-科技 | 2.50% | -0.15% | -0.22% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.10% | -0.16% | -7.10% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 1.37% | +0.01% | +0.70% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | +0.10% | — | |
| 20 | DFAT | Dimensional US Target Value | ETF-其他 | 1.21% | +0.03% | — | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.21% | +0.03% | +17.03% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.98% | -0.06% | +0.78% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.78% | -0.04% | +5.07% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | -4.43% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.62% | — | +1.97% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.58% | — | -6.22% | |
| 27 | AVDE | Avantis International Equity | ETF-其他 | 0.56% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.16% | +0.31% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.46% | — | +0.20% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | -0.14% | -0.67% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | -0.06% | +1.21% | |
| 33 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.35% | — | -3.80% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.02% | -0.32% | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.35% | — | +5.60% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.32% | -0.07% | — | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.32% | — | +7.20% | |
| 38 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.32% | — | +2.64% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.30% | — | -3.58% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | +0.01% | — | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.25% | — | +0.36% | |
| 43 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.25% | +0.01% | +7.47% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | — | — | |
| 45 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.21% | — | -2.60% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.19% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | -0.02% | +0.55% | |
| 48 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.17% | — | -0.18% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | — | +1.04% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.17% | -0.01% | +0.32% |