CIK: 0001697493
申报总市值
US$19.6亿
仅显示前 200 大持股（共 571 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.30% | — | +6.19% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.02% | — | +2.49% | |
| 3 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 3.85% | — | — | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.80% | -0.15% | +3.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.63% | +0.02% | +7.56% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.58% | -0.15% | +4.93% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.09% | — | -3.44% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.51% | — | +23.07% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.38% | +1.49% | +22.28% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.24% | -0.26% | +47.04% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.17% | — | +8.27% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.16% | — | +4.88% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.06% | -0.04% | +16.89% | |
| 14 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 2.01% | — | — | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.99% | — | +9.89% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.99% | — | +2.76% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | +10.65% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | — | +6.22% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.64% | — | +0.25% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.57% | +0.06% | -7.03% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.47% | +0.12% | +19.17% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.39% | — | +16.56% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | +0.05% | -0.77% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.12% | +0.31% | +53.34% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.99% | +0.06% | +3.28% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.95% | -0.03% | +3.23% | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.87% | -0.14% | — | |
| 28 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.87% | -0.03% | +6.06% | |
| 29 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.85% | — | +1.95% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.82% | +0.02% | +11.80% | |
| 31 | AVDE | Avantis International Equity | ETF-其他 | 0.66% | — | — | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.65% | — | +21.28% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.62% | — | +32.81% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | +0.03% | -7.83% | |
| 35 | DFAT | Dimensional US Target Value | ETF-其他 | 0.61% | — | +24.49% | |
| 36 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | +37.92% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +101.11% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +114.32% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.41% | — | +3.96% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | +5.58% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.51% | +0.12% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +21.11% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.36% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | +0.05% | -3.70% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | — | +13.58% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | +81.05% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.16% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | -2.75% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.27% | — | +6.82% |