CIK: 0001481714
申报总市值
US$11.7亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 21.36% | +0.81% | +5.95% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 11.46% | -0.31% | +6.89% | |
| 3 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 7.54% | -0.28% | +8.74% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.44% | +0.01% | +48.42% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 6.15% | -0.01% | +1.02% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.82% | -0.04% | -20.67% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.35% | — | -9.63% | |
| 8 | AVIG | Avantis Core Fixed Income | ETF-其他 | 5.21% | -0.22% | +29.45% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 4.51% | +0.08% | -1.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.14% | +0.02% | +0.36% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 3.08% | -0.22% | +34.61% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.85% | +0.03% | -23.45% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.56% | -0.01% | -35.54% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.54% | — | +57.32% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.54% | — | +10.46% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.19% | — | -40.35% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.89% | — | -1.88% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.65% | +0.01% | +1.40% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -1.79% | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.43% | +0.03% | +25.01% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.35% | — | +0.30% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.33% | — | +0.38% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.33% | — | +0.48% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 0.33% | +0.04% | +0.03% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.31% | +0.02% | +0.65% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.23% | — | +0.07% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.21% | — | +0.01% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.19% | — | -20.11% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | — | +9.96% | |
| 30 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.19% | -0.05% | — | |
| 31 | KMX | Carmax INC | 股票-周期性消费 | 0.14% | +0.02% | NEW | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.13% | — | -4.87% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.12% | +0.52% | +0.40% | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.11% | — | — | |
| 35 | GWW | Ww Grainger INC | 股票-工业 | 0.11% | +0.01% | +0.26% | |
| 36 | ELV | Elevance Health INC | 股票-医疗保健 | 0.11% | — | +0.05% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | -0.03% | +10.45% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.10% | — | -59.73% | |
| 39 | UVV | Universal Corp/va | 股票-其他 | 0.10% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | — | +9.48% | |
| 41 | D | Dominion Energy INC | 股票-公用事业 | 0.10% | +0.02% | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.09% | — | +0.50% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.09% | — | +1.98% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.09% | — | +0.31% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.09% | — | — | |
| 46 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.08% | — | -5.67% | |
| 47 | BDN | Brandywine Realty Trust | 股票-其他 | 0.08% | — | +24.50% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | -4.21% | |
| 49 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.08% | — | — | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.08% | -0.02% | — |