CIK: 0001682057
申报总市值
US$4.2亿
仅显示前 200 大持股（共 303 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 35.17% | -0.48% | +11.83% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 16.58% | +0.49% | +5.05% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-其他 | 5.49% | — | +0.62% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.28% | +0.29% | +6.67% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.90% | -0.37% | +0.54% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.49% | — | -3.58% | |
| 7 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 2.11% | — | +0.85% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.00% | +0.19% | +1.54% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.80% | — | -9.49% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.75% | -0.18% | -0.09% | |
| 11 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.69% | — | -0.72% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.56% | -0.16% | +3.92% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.51% | -0.13% | — | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.37% | — | -1.49% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.01% | — | +1.58% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.98% | — | -6.90% | |
| 17 | USB | US Bancorp | 股票-金融 | 0.73% | — | -0.27% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.63% | — | +3.21% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.56% | -0.03% | +25.53% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +19.45% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.44% | — | +0.09% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | -6.59% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | — | -0.53% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.40% | — | +19.76% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +128.39% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.35% | — | — | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.35% | — | -96.99% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | +0.45% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.33% | — | -7.95% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.33% | -0.03% | +0.02% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.28% | — | -43.00% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.28% | — | — | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.26% | — | — | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | +0.07% | -4.51% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.25% | — | +0.03% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | — | +995.16% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.24% | — | -4.71% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.23% | — | -9.90% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.23% | — | +0.07% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.22% | — | +5.06% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | +0.20% | -1.63% | |
| 42 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.20% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.20% | — | -6.56% | |
| 44 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.20% | — | -97.96% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | -5.51% | |
| 46 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.19% | — | +0.07% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.19% | — | +0.19% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.18% | — | +3.74% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.18% | — | +124.02% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.17% | — | — |