CIK: 0001475896
申報總市值
US$14.3億
僅顯示前 200 大持股（共 1012 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 | DFAT | Dimensional US Target Value | ETF-其他 | 5.99% | +0.95% | +17.81% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.62% | +0.82% | +26.40% | |
| 3 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 4.21% | — | +2.37% | |
| 4 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.04% | — | +2.97% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.57% | — | +4.35% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.43% | -0.16% | +24.92% | |
| 7 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 3.04% | +0.52% | +32.51% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.92% | — | +18.29% | |
| 9 | DFIC | Dimensional International Co | ETF-其他 | 2.64% | +0.29% | +7.10% | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.57% | — | +4.03% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.19% | +0.04% | +5.69% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.78% | — | — | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.61% | -0.39% | -3.73% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.44% | +4.23% | |
| 15 | DISV | Dimensional International Sm | ETF-其他 | 1.50% | +0.28% | +33.93% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.30% | — | -6.19% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.33% | — | |
| 18 | ✓ | Ishares | 股票-其他 | 1.02% | — | -0.73% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.99% | — | -0.66% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | -0.57% | — | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.96% | — | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | — | -7.27% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | -0.23% | — | |
| 24 | ✓ | Ishares Tr | 股票-其他 | 0.84% | — | +1.12% | |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.82% | +0.02% | +6.11% | |
| 26 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 0.80% | — | +0.91% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.78% | — | — | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.75% | — | +0.66% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.74% | — | -4.55% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | -0.05% | +2.60% | |
| 31 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.71% | — | -0.40% | |
| 32 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.69% | — | +7.68% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | -0.16% | -3.42% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.62% | — | — | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.56% | — | +7.05% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.52% | — | — | |
| 37 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 0.52% | — | +0.78% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | — | |
| 39 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 0.48% | — | +2.25% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | -0.39% | — | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +26.96% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | -0.04% | — | |
| 44 | AXP | American Express Co | 股票-金融 | 0.46% | -0.13% | +4.75% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.10% | -4.66% | |
| 46 | ✓ | 股票-其他 | 0.45% | — | +2.33% | ||
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | +0.23% | |
| 48 | ✓ | Ishares Tr | 股票-其他 | 0.44% | — | -0.41% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | — | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.42% | — | — |