CIK: 0001812090
申报总市值
US$50.9亿
仅显示前 200 大持股（共 1461 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.89% | — | +252.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | — | +81.59% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.74% | — | +76.86% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 2.54% | — | +309.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | — | +65.31% | |
| 6 | DFSD | Dimensional Short Duration | ETF-其他 | 2.14% | — | +279.68% | |
| 7 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.05% | — | +275.18% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 1.73% | — | +209.50% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.72% | — | +216.82% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.70% | — | +293.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | — | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | — | +46.25% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.15% | +0.01% | +293.52% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.14% | — | +188.37% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | — | +93.02% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | — | +54.05% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.95% | — | +44.91% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +228.14% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | +65.98% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.77% | — | +215.86% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.76% | — | +292.63% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | +79.94% | |
| 23 | DFIV | Dimensional International Va | ETF-其他 | 0.72% | — | +312.11% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.68% | — | +52.32% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.67% | — | +47.94% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +65.50% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | -47.16% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +42.14% | |
| 29 | DFIS | Dimensional International Sm | ETF-其他 | 0.59% | — | +274.92% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.58% | — | +9.03% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.57% | — | +46.59% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.56% | — | +10.87% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.55% | — | +59.87% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | — | +12.62% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +84.07% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | — | +25.15% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | — | +52.61% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.47% | — | +54.75% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +504.08% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.44% | — | +1811.31% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | +136.19% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +111.63% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | +77.24% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | +62.40% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.40% | — | — | |
| 46 | MBB | Ishares Mbs ETF | ETF-其他 | 0.39% | — | +20.46% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +207.26% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.38% | — | +16.18% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.36% | — | +65.12% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.36% | — | +71.01% |