CIK: 0001682057
申报总市值
US$4.2亿
仅显示前 200 大持股（共 319 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 | 35.92% | -0.48% | +4.73% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 18.31% | +0.49% | +6.01% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-其他 | 6.01% | — | +8.87% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.72% | +0.29% | +12.45% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.77% | -0.37% | +0.73% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 2.21% | -0.16% | +36.53% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.06% | +0.19% | +4.90% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.03% | — | -16.50% | |
| 9 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.62% | — | -14.18% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.58% | — | -1.51% | |
| 11 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.54% | — | +2.32% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.53% | -0.18% | -3.19% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.39% | -0.13% | +1.37% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.94% | — | -2.66% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.76% | — | -19.35% | |
| 16 | USB | US Bancorp | 股票-金融 | 0.71% | — | +0.03% | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.66% | — | +9.57% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.57% | -0.03% | +4.33% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.43% | — | +20.33% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.42% | — | — | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.42% | — | +0.09% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +80.07% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.36% | — | — | |
| 25 | INMU | Ishares Intermediate Muni In | ETF-其他 | 0.35% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.32% | — | +4.81% | |
| 27 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.32% | — | +140.88% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.32% | — | +75.91% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.31% | — | -2.13% | |
| 30 | CSX | Csx CORP | 股票-工业 | 0.28% | — | -0.47% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.28% | -0.03% | +0.76% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.27% | — | -7.94% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.25% | — | +0.11% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.25% | — | — | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | +0.07% | — | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.24% | — | +20.09% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.20% | +0.04% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.21% | — | +3.16% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.21% | — | -55.79% | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.20% | — | +15.38% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.19% | — | +2.95% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.17% | — | +12.93% | |
| 43 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.17% | — | +26.15% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.16% | — | -17.38% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.15% | — | -17.39% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.14% | — | +995.62% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.14% | -0.05% | +0.35% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.14% | — | -56.79% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.13% | — | +0.92% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.13% | — | +6.57% |