CIK: 0001482880
申报总市值
US$206.9亿
仅显示前 200 大持股（共 840 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 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 8.92% | -0.75% | +10.70% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 7.81% | -0.57% | +9.50% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.46% | -0.55% | +12.07% | |
| 4 | DFAT | Dimensional US Target Value | ETF-其他 | 3.67% | -0.20% | +6.37% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.61% | -0.59% | +6.66% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 2.68% | -0.21% | +8.48% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.24% | -0.14% | +9.96% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.23% | +0.52% | +1.76% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.80% | +1.55% | +16.05% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.66% | — | +2.03% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.60% | +2.61% | +27.48% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.60% | -0.22% | -2.32% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.52% | -0.11% | +1.80% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.24% | -0.31% | +3420.35% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.20% | — | -4.53% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.22% | +3.10% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.05% | — | +20.66% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.01% | — | +8.69% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.01% | — | -1.09% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.00% | — | -50.26% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.98% | -0.21% | -0.55% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.89% | — | +0.60% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.85% | +0.19% | +52.19% | |
| 24 | REET | Ishares Global Reit ETF | ETF-其他 | 0.81% | — | -2.88% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.79% | — | -0.05% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.74% | — | -2.92% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.72% | — | -1.47% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.67% | — | -4.13% | |
| 29 | DFIC | Dimensional International Co | ETF-其他 | 0.66% | — | -9.42% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.65% | — | -1.11% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | -4.82% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | -0.14% | +26.41% | |
| 33 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.59% | -0.33% | +40.69% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | -0.17% | +9.71% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | — | -4.48% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.53% | — | -4.18% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.52% | — | -3.16% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.52% | +0.07% | +81.37% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | -1.74% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.51% | — | -3.61% | |
| 41 | DFIS | Dimensional International Sm | ETF-其他 | 0.50% | — | +47.11% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | +7.37% | |
| 43 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.49% | — | -24.54% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | +3.23% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.02% | -3.77% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.43% | — | +2.47% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | — | -6.87% | |
| 48 | WM | Waste Management INC | 股票-工业 | 0.41% | — | +0.12% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | +1.55% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | +55.41% |