CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 377 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 | 10.47% | -0.75% | -4.04% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.09% | -1.43% | +39.28% | |
| 3 | DFAT | Dimensional US Target Value | ETF-其他 | 7.76% | -0.27% | +2.77% | |
| 4 | DFIV | Dimensional International Va | ETF-其他 | 6.11% | -0.31% | +4.46% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.57% | +3.42% | +28.30% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 5.40% | -0.46% | +18.63% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.11% | -0.43% | +31.38% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.36% | -0.23% | +3.52% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.20% | +0.34% | +28.57% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.70% | +1.43% | +38.43% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.52% | -0.10% | +2.91% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.29% | -0.13% | +49.81% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.11% | — | +21.18% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.00% | — | -27.37% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.45% | +0.25% | +27.50% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 1.16% | — | -5.71% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.11% | -0.36% | +44.57% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.09% | -0.31% | +19.11% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.97% | -0.05% | +19.57% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.86% | -0.10% | -1.28% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | +22.10% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | +5.58% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.27% | -1.42% | |
| 24 | DISV | Dimensional International Sm | ETF-其他 | 0.63% | -0.07% | +8.26% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | — | +28.26% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.56% | +0.11% | +7.71% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.54% | -0.17% | +120.03% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | +16.58% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +5.31% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | — | +2.91% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.46% | — | — | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | — | +4.24% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | — | -1.11% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.41% | +43.70% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.36% | — | +47.73% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | +1279.77% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.32% | — | -2.66% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.32% | — | +8.67% | |
| 39 | SUB | Ishares Short-term National | ETF-其他 | 0.30% | — | +63.23% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | — | +6.72% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | — | +2.44% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | -32.59% | |
| 43 | DFSD | Dimensional Short Duration | ETF-其他 | 0.28% | +1.80% | +492.83% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | +8.48% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.26% | — | — | |
| 46 | DFAI | Dimensional International Co | ETF-其他 | 0.26% | +0.04% | +1.28% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.25% | — | +6.05% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.25% | — | -5.50% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.25% | +0.10% | +1.32% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.24% | — | +711.41% |