CIK: 0001913243
申报总市值
US$17.6亿
仅显示前 200 大持股（共 561 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 | 4.61% | -0.31% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.74% | -0.27% | +16.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.63% | +0.16% | +56.93% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-其他 | 3.32% | -0.05% | — | |
| 5 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 2.41% | — | -0.71% | |
| 6 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 2.24% | +0.07% | — | |
| 7 | AVDE | Avantis International Equity | ETF-其他 | 2.01% | +0.09% | — | |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.69% | — | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.61% | — | +120.38% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.17% | +19.66% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.41% | -0.12% | +3279.40% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.28% | +76.89% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.31% | — | +148.22% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | — | +114.23% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.95% | +0.01% | +131.16% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.94% | — | +2559.28% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.89% | +0.16% | — | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.84% | — | +2514.31% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | — | +666.35% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.79% | — | +651.80% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.77% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | — | +258.52% | |
| 23 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.75% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | — | +168.03% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.18% | +24.12% | |
| 26 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.68% | — | +18.27% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.67% | — | +2187.26% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.63% | — | +729.18% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.61% | — | +19.03% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | — | +83.03% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | — | +66.59% | |
| 32 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.61% | — | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.61% | — | — | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.59% | — | +340.69% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +78.94% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.52% | +0.13% | +1622.80% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.09% | +122.06% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | +0.10% | +1774.41% | |
| 39 | INSG | Inseego CORP | 股票-其他 | 0.48% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.47% | — | — | |
| 41 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-其他 | 0.47% | — | +54.91% | |
| 42 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.46% | — | — | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.44% | — | +1697.31% | |
| 44 | DFSD | Dimensional Short Duration | ETF-其他 | 0.43% | — | +379.32% | |
| 45 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.42% | — | +1706.31% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.41% | — | +9.20% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +2226.23% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -39.40% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | — | +116.09% | |
| 50 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.40% | — | +352.42% |