CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 638 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 | 11.15% | -0.75% | +4.26% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.72% | -1.43% | +20.51% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 7.21% | -0.46% | +11.11% | |
| 4 | DFAT | Dimensional US Target Value | ETF-其他 | 5.03% | -0.27% | -1.09% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 3.98% | -0.31% | +3.37% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.68% | -0.36% | +17.21% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.65% | -0.43% | +14.42% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.59% | -0.23% | +1.17% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.41% | -0.17% | +26.97% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.29% | -0.13% | -4.05% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.99% | -0.10% | +4.76% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.94% | -0.31% | +7.47% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.89% | — | -1.50% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.84% | +0.25% | +11.54% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.39% | +3.42% | +62.28% | |
| 16 | DISV | Dimensional International Sm | ETF-其他 | 1.10% | -0.07% | +12.28% | |
| 17 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 1.08% | -0.23% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.27% | -13.31% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | — | -1.90% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.94% | -0.05% | -0.56% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | — | +849.08% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.79% | -0.08% | +60.78% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.70% | -0.10% | +0.86% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.67% | +1.43% | +52.56% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.65% | — | -2.10% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | — | -9.12% | |
| 27 | DIHP | Dimensional International Hi | ETF-其他 | 0.58% | -0.02% | +64.55% | |
| 28 | DFSD | Dimensional Short Duration | ETF-其他 | 0.56% | +1.80% | +101.70% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | — | +60.04% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | — | -8.14% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +1.15% | |
| 32 | DFIC | Dimensional International Co | ETF-其他 | 0.46% | — | +51.13% | |
| 33 | DFAI | Dimensional International Co | ETF-其他 | 0.45% | +0.04% | +12.11% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.45% | +0.01% | +1.39% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.44% | +0.01% | +2.76% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | — | +63.32% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.40% | -0.04% | +8.81% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.41% | +10.35% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | — | -2.97% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +39.98% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | — | +3.89% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | +56.24% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.33% | +0.34% | +23.91% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.33% | +0.01% | +10.73% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | — | +2.28% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.30% | -0.20% | +0.44% | |
| 48 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.28% | — | +7.98% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.28% | — | +35.40% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | +2.04% |