CIK: 0001583751
申报总市值
US$18.8亿
仅显示前 200 大持股（共 2484 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 | 12.95% | -0.02% | +3.82% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 12.64% | -0.44% | +4.30% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 8.99% | +0.38% | +2.48% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.21% | +0.67% | +2.27% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.84% | -0.06% | +0.91% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 4.52% | +0.04% | -4.61% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.75% | +0.08% | +8.61% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 3.56% | -0.01% | -3.88% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.11% | — | +154.49% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.89% | -0.25% | +1.12% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.85% | — | -1.26% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.69% | -0.06% | +2.12% | |
| 13 | DFIS | Dimensional International Sm | ETF-其他 | 1.50% | -0.07% | +667.11% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.46% | -0.06% | -6.06% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.28% | -2.11% | |
| 16 | DIHP | Dimensional International Hi | ETF-其他 | 1.01% | +0.08% | +227.46% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.04% | -0.87% | |
| 18 | AVDE | Avantis International Equity | ETF-其他 | 0.94% | — | +141.80% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.12% | +1.55% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.04% | +1.81% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.07% | -1.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | -0.20% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -9.11% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.68% | +0.31% | +179.20% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | -0.06% | -4.42% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.53% | +0.20% | +228.26% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 0.49% | +0.08% | +0.78% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.48% | — | -2.81% | |
| 29 | HON | Honeywell International INC | 股票-工业 | 0.48% | +0.02% | -0.01% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.40% | — | -39.36% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | +0.04% | -2.25% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.38% | — | -0.19% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | -0.16% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.15% | -0.92% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.35% | — | -5.18% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -4.09% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | -5.54% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | — | -0.28% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.29% | — | +0.28% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.28% | -0.04% | -8.28% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | -0.10% | -0.38% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.27% | — | +2.28% | |
| 43 | VDE | Vanguard Energy ETF | ETF-其他 | 0.27% | — | -20.91% | |
| 44 | WWD | Woodward INC | 股票-工业 | 0.25% | +0.03% | +0.01% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | +16.41% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.22% | — | -2.17% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | -0.08% | -4.81% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.22% | -0.06% | +7.32% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.21% | — | -0.05% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.19% | — | +619.10% |