CIK: 0001697493
申报总市值
US$19.6亿
仅显示前 200 大持股（共 497 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 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.82% | — | +0.89% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.75% | -0.15% | +6.35% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.55% | +1.49% | +1.43% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.32% | +0.02% | -0.23% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.21% | -0.15% | +7.63% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.45% | — | +2.03% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.98% | — | +3.03% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.88% | — | +0.91% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.70% | — | +5.25% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.65% | -0.06% | -4.04% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.43% | -0.04% | +5.77% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.40% | -0.26% | +4.01% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.32% | — | +3.35% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.21% | +0.12% | +5.91% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.78% | — | +4.67% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.77% | — | -11.28% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.53% | — | -1.38% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.47% | — | +108.59% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.43% | -0.14% | EXIT | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.39% | — | -13.15% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.34% | — | -0.47% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | -6.26% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.26% | — | -1.51% | |
| 24 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.19% | — | -6.01% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.18% | +0.06% | -4.16% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.11% | +0.31% | -2.37% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.06% | -0.03% | +1.82% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.94% | — | +1.90% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.93% | -0.03% | — | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.90% | -0.03% | +1.47% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.89% | +0.02% | -0.62% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.88% | +0.06% | +4.40% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.51% | -10.95% | |
| 34 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 0.82% | — | -9.44% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.72% | — | +7.36% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | — | +7.15% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.64% | -0.14% | -15.43% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.05% | +137.77% | |
| 39 | AVDE | Avantis International Equity | ETF-其他 | 0.62% | — | -10.89% | |
| 40 | DFAT | Dimensional US Target Value | ETF-其他 | 0.62% | — | -0.63% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.60% | — | +2.29% | |
| 42 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.58% | — | -17.71% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.57% | — | -3.02% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -14.00% | |
| 45 | DFIV | Dimensional International Va | ETF-其他 | 0.51% | — | -4.26% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | — | -1.47% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | +0.03% | +235.63% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.08% | -5.82% | |
| 49 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.46% | — | -3.72% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.16% | -29.52% |