CIK: 0001801507
申報總市值
US$70.8億
僅顯示前 200 大持股（共 677 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 9.82% | +0.26% | +13.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.80% | +0.08% | +5.98% | |
| 3 | DFSD | Dimensional Short Duration | ETF-其他 | 3.75% | -0.10% | +16.33% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.79% | -0.02% | +69.27% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 2.57% | -0.04% | +5.96% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.51% | +0.03% | +78.11% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.28% | +0.14% | +49.79% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 2.10% | -0.06% | +29.33% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.97% | — | +8.62% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.93% | -0.20% | -0.34% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | +0.30% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.72% | -0.05% | +4.05% | |
| 13 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 1.68% | +0.02% | +10.09% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.58% | +0.14% | +15.91% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.57% | -0.01% | +1877.68% | |
| 16 | DFIV | Dimensional International Va | ETF-其他 | 1.56% | — | +65.39% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.32% | +0.18% | +29.51% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.28% | +0.02% | +12.35% | |
| 19 | AVDE | Avantis International Equity | ETF-其他 | 1.02% | +0.03% | +11.01% | |
| 20 | DIHP | Dimensional International Hi | ETF-其他 | 1.02% | -0.01% | +56.14% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.95% | — | +20.78% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.95% | +0.13% | +93.60% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | — | +3.80% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.88% | — | +44.81% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.84% | — | -9.85% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.81% | +0.02% | +45.61% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.81% | +0.06% | +11.06% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.09% | +27.69% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.78% | — | +4.13% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.78% | +0.11% | +35.80% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.77% | +0.01% | +69.15% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.09% | +18.26% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | +8.79% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.70% | — | -10.00% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | +0.05% | +11.56% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.69% | +0.11% | +35.20% | |
| 37 | DFAI | Dimensional International Co | ETF-其他 | 0.69% | — | +444.00% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.68% | +0.06% | +16.46% | |
| 39 | SUB | Ishares Short-term National | ETF-其他 | 0.66% | — | +1.80% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.65% | +0.06% | +29.95% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | -4.87% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.63% | — | +1.71% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | +0.02% | +0.94% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | — | +82.30% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.55% | +0.04% | +31.75% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | — | -6.32% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.53% | +0.08% | +37.83% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.51% | +0.03% | -5.53% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.51% | -0.07% | +215.05% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | +0.01% | +25.70% |