CIK: 0001583751
申报总市值
US$18.8亿
仅显示前 200 大持股（共 2378 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 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 12.81% | -0.02% | -2.41% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 12.78% | -0.44% | -3.37% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 9.10% | +0.38% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.95% | +0.67% | +5.56% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 5.22% | -0.06% | -8.22% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 4.84% | +0.04% | +1.14% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 3.81% | -0.01% | -3.30% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.15% | +0.08% | +4.46% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.20% | -0.25% | +0.64% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.00% | — | -10.52% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.86% | -0.06% | -0.31% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.80% | -0.06% | +403.44% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.37% | — | +4342.66% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.28% | +1.58% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.04% | +0.36% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.99% | — | +167.34% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.85% | — | +14.46% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.06% | +2019.39% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | -0.15% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -1.32% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.04% | -0.24% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.12% | -0.23% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.07% | -0.02% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | — | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | +0.04% | +5.18% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 0.44% | +0.02% | +1.60% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 0.43% | +0.08% | -0.65% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.42% | — | -2.44% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.04% | -1.84% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -5.51% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | +1.33% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.15% | +8.83% | |
| 33 | AVDE | Avantis International Equity | ETF-其他 | 0.36% | — | +63.04% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.35% | — | +1.17% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | — | -2.34% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.34% | — | -0.01% | |
| 37 | MMM | 3m Co | 股票-工业 | 0.34% | — | +0.59% | |
| 38 | VDE | Vanguard Energy ETF | ETF-其他 | 0.32% | — | -2.76% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.31% | — | +1.33% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.30% | -0.08% | +0.57% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.28% | — | +8.22% | |
| 42 | WWD | Woodward INC | 股票-工业 | 0.27% | +0.03% | -0.31% | |
| 43 | DIHP | Dimensional International Hi | ETF-其他 | 0.27% | +0.08% | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | -0.10% | +1.17% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.25% | -0.06% | -10.08% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.25% | — | -3.03% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.23% | — | -19.34% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.22% | — | -3.26% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.22% | — | -2.19% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.21% | — | -0.29% |