CIK: 0001868872
申報總市值
US$99.2億
僅顯示前 200 大持股（共 1131 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 | 8.06% | -1.43% | +16.48% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.88% | -0.75% | -28.25% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.38% | +3.42% | +17.29% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 4.10% | -0.36% | +6.20% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 3.95% | -0.46% | -12.78% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.59% | -0.43% | +24.76% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 2.88% | -0.27% | -9.97% | |
| 8 | DFSD | Dimensional Short Duration | ETF-其他 | 2.77% | +1.80% | +29.90% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 2.52% | -0.31% | -14.07% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.52% | +0.25% | +16.01% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.48% | -0.13% | +9.44% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.22% | -0.17% | +0.03% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.14% | +1.43% | +20.18% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.92% | -0.23% | -16.74% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.62% | -0.31% | -3.23% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.46% | — | +15.55% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.35% | -0.10% | +24.37% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.27% | +43.64% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 1.24% | — | +79.94% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.09% | -0.10% | -17.20% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.07% | -0.08% | +9.84% | |
| 22 | DFAI | Dimensional International Co | ETF-其他 | 0.97% | +0.04% | +19.96% | |
| 23 | DISV | Dimensional International Sm | ETF-其他 | 0.92% | -0.07% | -10.00% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | +9.86% | |
| 25 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.85% | -0.23% | +77.71% | |
| 26 | DIHP | Dimensional International Hi | ETF-其他 | 0.83% | -0.02% | +7.17% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.78% | — | +25.21% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.66% | -0.05% | +8.74% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | +0.34% | +24.69% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | +86.35% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +2.67% | |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.57% | — | +67.83% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.55% | -0.04% | -8.13% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | -0.20% | +2.22% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | — | +30.44% | |
| 36 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.46% | — | +118.03% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +5.44% | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.45% | +0.58% | +19.63% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | — | +75.62% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | — | +3.80% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.37% | +0.01% | +5.21% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.36% | — | +111.51% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.32% | — | +49.69% | |
| 44 | AVRE | Avantis Real Estate ETF | ETF-其他 | 0.32% | — | +96.75% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.32% | — | +63.33% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.31% | — | -6.47% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | — | +74.65% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | — | +15.87% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | — | +45.33% | |
| 50 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.30% | +0.45% | -16.85% |