CIK: 0001674581
申報總市值
US$10.2億
僅顯示前 200 大持股（共 210 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-其他 | 17.67% | +18.04% | NEW | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 11.77% | +12.58% | NEW | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 10.63% | +10.64% | NEW | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 7.43% | +6.39% | NEW | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 7.43% | +6.95% | NEW | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.85% | +7.10% | NEW | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.15% | +6.10% | NEW | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 4.10% | +5.04% | NEW | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.35% | +3.33% | NEW | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.01% | +0.11% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.28% | +2.63% | NEW | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.27% | +0.11% | NEW | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.48% | +1.53% | NEW | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.87% | NEW | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | +0.84% | NEW | |
| 16 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.49% | — | -59.88% | |
| 17 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.39% | +0.39% | NEW | |
| 18 | NUEM | Nuveen Esg Emerging Markets | ETF-新興市場 | 0.39% | +0.38% | NEW | |
| 19 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.36% | +0.24% | NEW | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | +0.43% | NEW | |
| 21 | CRM | Salesforce INC | 股票-科技 | 0.29% | +0.27% | NEW | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.29% | — | -11.61% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.29% | — | -11.70% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.26% | +0.39% | NEW | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | +0.14% | NEW | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.24% | +0.24% | NEW | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.23% | +0.34% | NEW | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.22% | +0.19% | NEW | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.21% | — | +0.11% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | +0.11% | NEW | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.17% | +0.12% | NEW | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.16% | +0.11% | NEW | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.16% | +0.18% | NEW | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.16% | +0.15% | NEW | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.16% | — | -3.38% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.15% | +0.10% | NEW | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.14% | — | -15.14% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.14% | — | +23.92% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.13% | +0.11% | NEW | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | +0.57% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.13% | +0.12% | NEW | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.12% | +0.11% | NEW | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.12% | +0.11% | NEW | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.12% | — | +2.40% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.12% | +0.13% | NEW | |
| 46 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.11% | +0.10% | NEW | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.11% | — | +10.61% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.10% | — | +118.08% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.10% | +0.12% | NEW | |
| 50 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.10% | — | -88.85% |