CIK: 0001960144
申报总市值
US$4.4亿
仅显示前 200 大持股（共 680 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 | VUG | Vanguard Growth ETF | ETF-其他 | 9.17% | -0.91% | -29.33% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.70% | +0.36% | -17.12% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-其他 | 5.34% | +0.13% | +7.68% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.95% | +0.18% | +177.59% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.66% | +0.09% | -26.86% | |
| 6 | DFAT | Dimensional US Target Value | ETF-其他 | 4.47% | +0.19% | -1.48% | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 4.30% | — | -14.79% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.60% | +0.05% | -0.54% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.37% | +0.41% | +25.18% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.17% | +0.19% | +1.87% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.89% | +0.05% | +11.68% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 2.72% | +0.08% | +18.05% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.19% | — | +34.25% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 2.10% | — | +1.47% | |
| 15 | DFIV | Dimensional International Va | ETF-其他 | 1.96% | — | +3.64% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.92% | -0.23% | +60.08% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.90% | — | -2.26% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.79% | — | +57.32% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.28% | +0.09% | +8.26% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.28% | +0.08% | -23.68% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.26% | +0.67% | -12.05% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | -6.14% | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.06% | +0.08% | +34.05% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | — | +0.25% | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.88% | — | +12.54% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.86% | — | +157.92% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.80% | — | -8.15% | |
| 28 | DFSD | Dimensional Short Duration | ETF-其他 | 0.74% | +0.10% | +14.29% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.70% | -0.48% | +2.25% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | — | +11.96% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | +8.04% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.62% | — | +15.50% | |
| 33 | DGCB | Dimensional Global Credit | ETF-其他 | 0.60% | — | +22.73% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +0.18% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | — | +1.95% | |
| 36 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.59% | -0.20% | -7.49% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | — | +21.77% | |
| 38 | DFAI | Dimensional International Co | ETF-其他 | 0.53% | — | -27.33% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | — | +7.10% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -52.16% | |
| 41 | DISV | Dimensional International Sm | ETF-其他 | 0.48% | +0.10% | +11.47% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | +0.17% | -37.38% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.46% | — | -30.30% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | — | -16.13% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | — | +296.86% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | -0.68% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.37% | — | +4.85% | |
| 48 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.35% | — | -2.21% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.35% | — | -79.00% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | — | +98.04% |