CIK: 0001587192
申報總市值
US$5.9億
僅顯示前 200 大持股（共 351 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 | AAPL | Apple INC | 股票-科技 | 4.99% | -0.70% | -0.97% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 4.10% | — | -0.11% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.79% | +0.91% | -2.52% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.61% | -0.02% | +3.42% | |
| 5 | UBER | Uber Technologies INC | 股票-工業 | 3.06% | -0.35% | -0.41% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.05% | -0.38% | -0.63% | |
| 7 | C | Citigroup INC | 股票-金融 | 2.94% | — | -1.07% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 2.82% | +0.51% | +0.27% | |
| 9 | COF | Capital One Financial CORP | 股票-金融 | 2.57% | -0.80% | -0.46% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.50% | -0.39% | -0.46% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.46% | -0.26% | -8.68% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.37% | -0.32% | -0.18% | |
| 13 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 2.31% | — | +25.16% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.26% | -0.38% | -8.52% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | — | -2.06% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.05% | — | -0.19% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.03% | — | -0.01% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 2.03% | -0.42% | -0.32% | |
| 19 | MU | Micron Technology INC | 股票-科技 | 2.02% | -0.55% | -4.33% | |
| 20 | FDX | Fedex CORP | 股票-工業 | 1.98% | +0.04% | -0.03% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.97% | — | +11.28% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.95% | -0.25% | -0.35% | |
| 23 | FCX | Freeport-mcmoran INC | 股票-原物料 | 1.74% | +0.11% | +2.29% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 1.72% | +0.24% | +0.29% | |
| 25 | GS | Goldman Sachs Group INC | 股票-金融 | 1.63% | -0.67% | -1.06% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | — | -1.04% | |
| 27 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 1.59% | — | +0.54% | |
| 28 | BKR | Baker Hughes Co | 股票-能源 | 1.57% | +0.21% | +1.10% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.40% | — | -0.21% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.35% | -2.52% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.21% | — | +0.21% | |
| 32 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 1.20% | -0.26% | — | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.19% | — | -14.71% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.18% | — | +27.23% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.17% | — | +0.12% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.96% | +10376.04% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 1.10% | +0.11% | +16.49% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | — | |
| 39 | CNH | CNH Industrial N.V. | 股票-工業 | 0.99% | +0.11% | +7.92% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | — | -2.86% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.86% | +0.08% | +0.66% | |
| 42 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.73% | — | -0.10% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.70% | +0.15% | -2.45% | |
| 44 | WY | Weyerhaeuser Co | 股票-房地產 | 0.65% | +0.08% | +0.62% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.64% | +0.08% | +0.19% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.63% | — | -0.77% | |
| 47 | FISV | Fiserv INC | 股票-其他 | 0.62% | +0.35% | +785.66% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.61% | — | -58.21% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.53% | +0.12% | +9.98% | |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.46% | +0.40% | — |