CIK: 0001482880
申报总市值
US$206.9亿
仅显示前 200 大持股（共 1103 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 | 8.77% | -0.75% | +7.49% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 7.78% | -0.57% | +1.92% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.53% | -0.55% | +8.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.72% | -0.59% | +5.71% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 3.01% | -0.20% | -11.34% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 2.66% | -0.21% | +4.13% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.49% | -0.14% | +4.36% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.96% | +0.52% | -9.86% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.78% | +2.61% | +26.06% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.76% | +1.55% | +9.97% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.49% | — | -1.32% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.47% | -0.22% | -6.07% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.37% | -0.31% | +12.62% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.11% | -2.15% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.13% | — | -2.76% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.22% | -2.73% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.98% | +0.19% | +25.18% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.97% | — | -2.06% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.97% | -0.21% | -0.97% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.94% | — | -1.82% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.83% | — | -1.50% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.73% | — | -1.38% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.70% | — | -28.70% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.69% | — | -30.95% | |
| 25 | REET | Ishares Global Reit ETF | ETF-其他 | 0.68% | — | -3.30% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | -0.14% | +19.51% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.66% | — | -2.35% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.65% | — | -2.12% | |
| 29 | DFIS | Dimensional International Sm | ETF-其他 | 0.63% | — | +35.42% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.62% | — | -1.56% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.58% | +0.07% | +25.64% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | — | -3.42% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | -0.17% | +0.75% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +0.05% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.53% | — | -9.45% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -1.61% | |
| 37 | DFIC | Dimensional International Co | ETF-其他 | 0.51% | — | -17.30% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +11.39% | |
| 39 | DFSD | Dimensional Short Duration | ETF-其他 | 0.49% | — | +42.68% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.49% | — | -3.81% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | -0.87% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.48% | -0.33% | -8.28% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | -2.53% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -4.57% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.44% | — | -2.42% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | +24.18% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.43% | — | -0.80% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.41% | — | -3.29% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.02% | +3.02% | |
| 50 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.41% | — | -5.81% |