CIK: 0001697493
申报总市值
US$19.6亿
仅显示前 200 大持股（共 537 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 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.88% | +1.49% | -38.03% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.13% | — | -44.37% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.48% | -0.06% | -17.59% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.31% | -0.15% | -51.74% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.87% | — | -46.53% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.53% | +0.02% | -63.14% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.50% | — | -7.01% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.29% | — | -49.25% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 2.05% | -0.15% | -65.93% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | — | -57.24% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | — | -5.67% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.88% | — | -8.75% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.83% | — | -53.92% | |
| 14 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 1.65% | — | -8.89% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.64% | — | -13.60% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.06% | +3.06% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.52% | -0.03% | +8.71% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.51% | -34.52% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.40% | +0.12% | -60.74% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.39% | +0.02% | -1.83% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.36% | -0.04% | -61.11% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | — | -61.80% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.33% | -0.26% | -61.48% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | — | -10.26% | |
| 25 | DFAT | Dimensional US Target Value | ETF-其他 | 1.10% | — | +19.30% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | +0.03% | +31.75% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.09% | -0.03% | -18.39% | |
| 28 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 1.04% | — | -14.16% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.99% | +0.06% | -23.27% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.98% | -0.14% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.98% | — | -62.69% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | +0.08% | — | |
| 33 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 0.87% | — | +14.51% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -5.66% | |
| 35 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.84% | — | -7.04% | |
| 36 | AVDE | Avantis International Equity | ETF-其他 | 0.81% | — | -15.09% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.05% | -36.03% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.61% | — | -9.74% | |
| 39 | SUB | Ishares Short-term National | ETF-其他 | 0.60% | — | -26.21% | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.54% | — | -36.81% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.54% | -0.03% | -64.77% | |
| 42 | DFIV | Dimensional International Va | ETF-其他 | 0.51% | — | -35.33% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | +178.65% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.45% | — | -3.88% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.16% | -43.13% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.36% | +0.31% | -79.21% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.05% | -1.64% | |
| 48 | URI | United Rentals INC | 股票-工业 | 0.34% | — | — | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.33% | — | -12.10% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | — |