CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 413 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 9.11% | -1.43% | +15.65% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 8.99% | -0.75% | -25.08% | |
| 3 | DFAT | Dimensional US Target Value | ETF-其他 | 6.76% | -0.27% | -10.77% | |
| 4 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 5.49% | -0.46% | -25.93% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.38% | +3.42% | +4.19% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.26% | -0.43% | +8.67% | |
| 7 | DFIV | Dimensional International Va | ETF-其他 | 3.60% | -0.31% | -39.85% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.23% | -0.36% | +111.42% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.85% | -0.23% | -25.49% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.78% | +1.43% | +5.97% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.30% | -0.13% | +4.00% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.16% | +0.34% | -20.10% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.12% | -0.10% | -24.85% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.86% | — | +0.21% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.85% | +0.25% | +10.46% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.55% | — | -12.85% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.47% | -0.17% | +66.82% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.28% | -0.31% | -20.55% | |
| 19 | DFSD | Dimensional Short Duration | ETF-其他 | 1.25% | +1.80% | +118.48% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 0.98% | — | -8.72% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.95% | -0.10% | -0.36% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.90% | -0.05% | -28.50% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.27% | -16.88% | |
| 24 | DISV | Dimensional International Sm | ETF-其他 | 0.77% | -0.07% | +0.66% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | — | -3.54% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | — | -1.76% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.55% | -0.08% | +111.98% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | +0.11% | +16.77% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | — | -2.80% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.41% | +46.97% | |
| 31 | DIHP | Dimensional International Hi | ETF-其他 | 0.45% | -0.02% | +221.26% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.45% | +0.45% | +65.83% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | -6.89% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.43% | — | +18.77% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | — | -19.89% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.41% | — | -10.85% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.35% | — | -4.29% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.34% | — | -10.78% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.33% | — | -8.35% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.31% | — | -8.61% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.31% | — | -11.03% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.31% | — | -2.84% | |
| 43 | DFAI | Dimensional International Co | ETF-其他 | 0.31% | +0.04% | -6.71% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.30% | — | -26.29% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.29% | — | -1.83% | |
| 46 | IVLU | Ishares Msci International V | ETF-其他 | 0.28% | — | +2.68% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.26% | — | +15.67% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.25% | — | -13.37% | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.24% | -0.04% | +204.86% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.23% | — | +16.28% |