CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 408 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 | 14.77% | -0.75% | +70.88% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 11.57% | -0.27% | +124.71% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 6.67% | -0.31% | +66.72% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 5.38% | -0.23% | +102.11% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.44% | -1.43% | +12.36% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.97% | +3.42% | +17.42% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.94% | -0.10% | +88.24% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.66% | +0.34% | +16.94% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.41% | -0.43% | +14.34% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.34% | — | +31.18% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.71% | +1.43% | +24.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.27% | +139.86% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.57% | -0.31% | +83.07% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.51% | — | +15.91% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.43% | -0.05% | +140.60% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | -0.13% | +28.53% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | — | +139.13% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.96% | +0.41% | +50.22% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.93% | +0.11% | -4.96% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.72% | — | -12.55% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.63% | -0.04% | — | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.59% | -0.10% | +13.38% | |
| 23 | DISV | Dimensional International Sm | ETF-其他 | 0.59% | -0.07% | — | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | — | +8.40% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.55% | +0.25% | +11.40% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.51% | -0.36% | +97.61% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | — | +46.66% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | -28.67% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.45% | — | +11.61% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +26.45% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +27.69% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.39% | — | +73.84% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | — | +12.68% | |
| 34 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.35% | -0.23% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.34% | — | +32.58% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.32% | +0.10% | +72.35% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.31% | — | +14.62% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.31% | — | +2.06% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.30% | — | +3.25% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.29% | — | +44.45% | |
| 41 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.29% | -0.17% | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +14.89% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.27% | — | -3.13% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.27% | — | +1065.61% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.26% | — | -4.16% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.26% | — | +71.91% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | — | -0.32% | |
| 48 | ATI | Ati INC | 股票-工業 | 0.25% | — | +0.12% | |
| 49 | TSLA | Tesla INC | 股票-循環性消費 | 0.25% | — | +229.27% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.24% | — | +8.77% |