CIK: 0001913243
申报总市值
US$17.6亿
仅显示前 200 大持股（共 494 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.55% | -0.31% | +837.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.25% | +0.16% | -26.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.97% | -0.27% | -26.77% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-其他 | 3.30% | -0.05% | +874.68% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 2.30% | +0.09% | +1002.28% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | -0.17% | -70.06% | |
| 7 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 2.22% | — | -0.51% | |
| 8 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 2.08% | +0.07% | +765.53% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.01% | — | +30.60% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.67% | -0.12% | -49.51% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.28% | -85.08% | |
| 12 | FYT | First Trust Small Cap Val | ETF-中小型股 | 1.49% | — | +1.59% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.25% | — | -7.43% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.24% | — | -91.10% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.22% | — | +1.12% | |
| 16 | INSG | Inseego CORP | 股票-其他 | 1.15% | — | — | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.95% | +0.16% | +892.18% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | — | -90.69% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.83% | +0.18% | -16.60% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.82% | — | +18.30% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.80% | +0.13% | -10.78% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | — | -85.16% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.78% | — | +766.43% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | — | -20.61% | |
| 25 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.76% | — | +823.37% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.74% | +0.01% | -24.55% | |
| 27 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.74% | — | -2.31% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | — | -46.07% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.72% | — | -12.00% | |
| 30 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.72% | — | +365.93% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.71% | +0.10% | -21.84% | |
| 32 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.68% | — | +74.86% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.67% | — | +1.88% | |
| 34 | MPLX | Mplx LP | 股票-能源 | 0.65% | — | -15.56% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | -54.95% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -73.33% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | -78.68% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | — | -73.36% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | -57.48% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -77.67% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.51% | — | -9.39% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.51% | — | -10.39% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -72.12% | |
| 44 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.51% | — | +42.77% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | -86.78% | |
| 46 | ✓ | 股票-其他 | 0.48% | — | +2.51% | ||
| 47 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.48% | — | -9.67% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.47% | — | +12.90% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.47% | -0.11% | -72.26% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | +0.10% | +478.85% |