CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 752 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 | 9.46% | -0.75% | -0.53% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.08% | -1.43% | +9.18% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 6.58% | -0.46% | +4.86% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.74% | +3.42% | +309.13% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 4.20% | -0.27% | -2.94% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.74% | -0.36% | +16.69% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.39% | -0.43% | +7.36% | |
| 8 | DFIV | Dimensional International Va | ETF-其他 | 3.34% | -0.31% | -1.18% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.04% | -0.23% | -0.53% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.34% | -0.17% | +14.96% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.21% | +1.43% | +304.98% | |
| 12 | DFSD | Dimensional Short Duration | ETF-其他 | 2.03% | +1.80% | +342.40% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.80% | — | +6.97% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.75% | -0.31% | +6.57% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.74% | -0.13% | -10.62% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.65% | -0.10% | -2.78% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.64% | +0.25% | +3.73% | |
| 18 | DISV | Dimensional International Sm | ETF-其他 | 1.01% | -0.07% | +5.79% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.98% | -0.08% | +44.92% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.91% | +0.34% | +235.29% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.27% | +4.96% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.84% | — | +0.57% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.82% | -0.05% | +0.12% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +13.99% | |
| 25 | DIHP | Dimensional International Hi | ETF-其他 | 0.73% | -0.02% | +49.42% | |
| 26 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.73% | -0.23% | +0.42% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.57% | -0.10% | -4.01% | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.56% | +0.45% | +4650.18% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 0.54% | — | -1.47% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +0.81% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | — | +17.39% | |
| 32 | DFAI | Dimensional International Co | ETF-其他 | 0.46% | +0.04% | +19.13% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -5.69% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | — | -11.97% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.41% | +0.01% | +8.85% | |
| 36 | DFIC | Dimensional International Co | ETF-其他 | 0.41% | — | +2.11% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.40% | -0.21% | +172.57% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.39% | -0.04% | +14.36% | |
| 39 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.38% | +0.01% | +4.18% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.38% | +0.17% | +5954.06% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | — | -7.72% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.33% | — | -1.22% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.33% | +0.41% | +0.20% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.33% | — | -3.76% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.32% | +0.01% | +15.41% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +0.94% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | -4.27% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.28% | -0.20% | +11.93% | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.27% | — | +12.98% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | — | +18.42% |