行业细分

04
其他/未映射 100.0%

完整投资组合 22 持仓

05
类型 连胜 8个季度趋势
SGOV iShares Trust $42078311 26.71% 417900 $1120661 上涨 ×1
DFUV Dimensional ETF Trust $32028519 20.33% 757534 $-1079567 下跌 ×1
DFAT Dimensional ETF Trust $25158460 15.97% 466243 $-590493 下跌 ×1
DFIV Dimensional ETF Trust $24753249 15.71% 577942 $1593782 下跌 ×2
VTI VANGUARD INDEX FUNDS $10834092 6.88% 35647 $1091985 上涨 ×2
GDX VanEck ETF Trust $4631100 2.94% 88957 $-4606 下跌 ×2
DFSV Dimensional ETF Trust $4483454 2.85% 152343 $291947 上涨 ×1
DFAS Dimensional ETF Trust $3404271 2.16% 53434 $-122444 下跌 ×1
AVDV AMERICAN CENTURY ETF TRUST $2963258 1.88% 37377 $362424 上涨 ×2
DISV Dimensional ETF Trust $2214185 1.41% 67280 $347360 上涨 ×1
DFEV Dimensional ETF Trust $988920 0.63% 32975 $96946
VOO VANGUARD INDEX FUNDS $703836 0.45% 1239 $68349 上涨 ×1
AVEE AMERICAN CENTURY ETF TRUST $430366 0.27% 7143 $55208
VPL VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $409952 0.26% 4988 $49316 上涨 ×1
PDN Invesco Exchange-Traded Fund Trust II $359112 0.23% 9228 $53060 上涨 ×2
PRFZ Invesco RAFI US 1500 Small-Mid ETF $328079 0.21% 7762 $15245 上涨 ×2
VEA VANGUARD TAX-MANAGED FUNDS $320153 0.20% 5616 $35537 上涨 ×1
AVES AMERICAN CENTURY ETF TRUST $311071 0.20% 5810 $40835 上涨 ×2
AVUV AMERICAN CENTURY ETF TRUST $305629 0.19% 3355 上涨 ×1
PRF Invesco Exchange-Traded Fund Trust $276280 0.18% 6793 $20156 上涨 ×2
PXH Invesco Exchange-Traded Fund Trust II $268809 0.17% 11492 $20641 上涨 ×1
VGK VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $266489 0.17% 3439 $28515 上涨 ×1

最大新仓位

09

本季度新开仓位,按规模从大到小排序。

证券价值股份% 占投资组合
AVUV $305629 3355 0.19%

季度涨幅榜

10
证券操作股份变动价值变动
DFIV 削减 -10K +$1.6M
SGOV 增持 +11K +$1.1M
VTI 增持 +201 +$1.1M
DFUV 削减 -46K -$1.1M
DFAT 削减 -34K -$590K
AVDV 增持 +84 +$362K
DISV 增持 +3K +$347K
DFSV 增持 +3K +$292K
DFAS 削减 -6K -$122K
DFEV 仅价格变动 +0 +$97K