CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 363 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 | 12.92% | -0.75% | +5.33% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 7.59% | -0.27% | +37.82% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 6.41% | -0.31% | +26.20% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.94% | -1.43% | +85.26% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.07% | +3.42% | +53.25% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.06% | -0.23% | — | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.39% | -0.10% | +3.58% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.34% | -0.43% | +82.51% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.34% | +0.34% | +26.22% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.52% | — | +73.36% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.12% | — | +97.25% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.04% | +1.43% | +75.58% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.57% | -0.13% | +66.30% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.46% | +0.11% | +144.90% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.28% | -0.31% | +45.94% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | — | +23.46% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.27% | -45.99% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.99% | — | +63.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | +0.41% | +20.82% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.87% | -0.05% | +85.03% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.78% | -0.10% | +125.50% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +21.97% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.74% | — | +522.18% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.73% | +0.25% | +45.90% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +80.98% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | — | +52.01% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | — | +34.51% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +29.99% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +43.30% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.47% | — | +10.99% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | — | +2368.71% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.44% | — | +16.56% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | +12.34% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | — | +58.72% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.41% | — | -5.01% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.41% | -0.36% | +20.09% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.41% | — | +9.85% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | +17.94% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.39% | — | +2.78% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.38% | — | +2.79% | |
| 41 | IVLU | Ishares Msci International V | ETF-其他 | 0.36% | — | +203.10% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.36% | — | +53.58% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | +51.47% | |
| 44 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.34% | — | +65.23% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.33% | — | -30.65% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.31% | — | +40.88% | |
| 47 | ATI | Ati INC | 股票-工業 | 0.31% | — | — | |
| 48 | SUB | Ishares Short-term National | ETF-其他 | 0.30% | — | -45.97% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.30% | +0.10% | +71.93% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.28% | — | +13.95% |