CIK: 0001960144
申报总市值
US$4.4亿
仅显示前 200 大持股（共 632 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 | 17.44% | -0.91% | +13.15% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.81% | +0.36% | -2.20% | |
| 3 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 4.54% | — | +8.46% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.85% | +0.19% | +12.02% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.57% | +0.05% | +3.58% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.16% | +0.09% | -15.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.72% | +0.67% | +68.16% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.34% | -0.48% | +98.65% | |
| 9 | DFAT | Dimensional US Target Value | ETF-其他 | 1.96% | +0.19% | -17.31% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.74% | +0.08% | -2.20% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.72% | +0.41% | -13.11% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.71% | +0.13% | -34.03% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.69% | +0.15% | +33.08% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.56% | -0.23% | +19.16% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.56% | — | -21.37% | |
| 16 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.49% | — | -7.14% | |
| 17 | DFIV | Dimensional International Va | ETF-其他 | 1.43% | — | +7.31% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.33% | +0.05% | -22.76% | |
| 19 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.22% | -0.74% | +107.70% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +4.60% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.06% | — | +8.31% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.03% | +0.18% | -13.33% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | +0.17% | +7.62% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.97% | -0.28% | +55.78% | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.93% | -0.20% | +3.50% | |
| 26 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 0.91% | -0.53% | +117.06% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.89% | +0.09% | -0.00% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.88% | +0.04% | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.83% | +0.19% | +128.04% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | — | -0.18% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.78% | — | -27.36% | |
| 32 | DFAI | Dimensional International Co | ETF-其他 | 0.78% | — | -1.15% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | — | +15.95% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | — | -15.32% | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.69% | -0.40% | -3.91% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.67% | -0.11% | +27.98% | |
| 37 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.65% | +0.08% | -6.70% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.64% | — | -0.43% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.63% | +0.08% | -14.63% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | -12.26% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | -3.84% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.59% | — | -15.36% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -1.61% | |
| 44 | DFSD | Dimensional Short Duration | ETF-其他 | 0.53% | +0.10% | -11.27% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.52% | — | -3.15% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.51% | — | +13.90% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.46% | — | +85.50% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +2.97% | |
| 49 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.43% | — | +33.15% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.13% | +260.60% |