CIK: 0001957363
申報總市值
US$4.3億
僅顯示前 200 大持股（共 264 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 | DFAX | Dimensional World Ex US Core | ETF-其他 | 21.12% | -0.28% | +7.38% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 19.29% | -0.10% | +5.99% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 15.31% | -2.10% | +11.28% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 9.28% | -0.80% | +1.54% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 6.39% | +0.15% | +8.30% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 6.16% | -0.84% | +10.11% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 5.91% | +0.02% | +3.86% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.97% | -0.16% | -0.95% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.95% | +0.07% | -0.11% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.02% | -1.92% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | +0.03% | -0.18% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | +0.16% | +1.90% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.03% | +10.51% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.48% | — | — | |
| 15 | CMF | Ishares California Muni Bond | ETF-其他 | 0.44% | — | -25.40% | |
| 16 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-其他 | 0.42% | +0.01% | +0.85% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.41% | — | -3.27% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.38% | -0.06% | +13.39% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 0.36% | — | +0.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | +1.02% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.27% | -0.01% | -4.47% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 0.25% | +0.02% | -0.36% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.23% | -0.04% | -0.24% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | +0.02% | -24.55% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.19% | +0.30% | +4.10% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.18% | — | -2.64% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.17% | — | +0.87% | |
| 28 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.17% | — | +36.96% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.16% | — | — | |
| 30 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.14% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.13% | -0.18% | EXIT | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.13% | — | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.12% | — | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.12% | — | — | |
| 35 | LHX | L3harris Technologies INC | 股票-工業 | 0.12% | — | — | |
| 36 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.11% | — | -10.65% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.11% | — | -2.34% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.11% | — | +10.60% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.10% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.09% | — | — | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.09% | — | +29.65% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.09% | +0.04% | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.08% | — | +1.23% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.08% | +0.02% | -18.85% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.08% | — | — | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.07% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.07% | — | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.07% | — | +1.00% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.07% | — | +5.39% | |
| 50 | AEE | Ameren Corporation | 股票-公用事業 | 0.07% | — | — |