CIK: 0001776290
申报总市值
US$28.9亿
仅显示前 200 大持股（共 295 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 | 8.65% | — | +13.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.43% | — | +8.11% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.78% | -0.60% | -1.13% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 5.61% | -0.52% | +14.07% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.89% | -0.01% | -0.46% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.29% | +0.26% | +7.75% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.99% | -0.31% | +9.03% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.22% | -1.83% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.75% | -0.09% | -0.13% | |
| 10 | DFAI | Dimensional International Co | ETF-其他 | 2.62% | -0.11% | +5.46% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.37% | -0.27% | +55.04% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.31% | +0.38% | +32.32% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.04% | +0.01% | +1.86% | |
| 14 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.49% | -0.21% | +17.62% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.29% | +1.12% | |
| 16 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.35% | -0.02% | -1.17% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.17% | +0.07% | +12.68% | |
| 18 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | — | +7.43% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | +15.11% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.97% | — | -1.74% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.96% | — | +0.54% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +59.73% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.90% | -0.17% | +7.89% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.84% | +0.04% | +5.16% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.82% | -0.02% | +354.10% | |
| 26 | AVDE | Avantis International Equity | ETF-其他 | 0.82% | +0.10% | +36.21% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | — | +14.60% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.79% | — | +8.09% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.78% | +0.63% | +1623.34% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +7.69% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +4.68% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.62% | -0.11% | +121.58% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | +194.64% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | -0.09% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.04% | +0.14% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +5.41% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | +4.35% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.44% | +0.04% | +101.77% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | +0.06% | -0.25% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.40% | — | +18.82% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | +6.23% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.36% | — | +23.83% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.35% | — | -1.95% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.32% | +0.06% | +14.06% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.31% | — | +4.40% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.31% | — | +1.40% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.29% | — | +1.82% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.28% | +0.06% | -4.06% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | +0.16% | +11.18% | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.27% | — | +3.80% |