CIK: 0001542153
申報總市值
US$899.1億
僅顯示前 200 大持股（共 1866 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 | AAPL | Apple INC | 股票-科技 | 3.65% | — | +49.63% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.49% | — | +0.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.26% | +41.89% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.28% | — | +69.01% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.05% | -0.12% | +10.73% | |
| 6 | DFAT | Dimensional US Target Value | ETF-其他 | 1.76% | — | -0.29% | |
| 7 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 1.76% | +0.08% | +3.91% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.54% | — | +0.56% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.51% | — | +8.23% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | -0.21% | +83.02% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | — | +49.23% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.39% | — | +1.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.33% | -0.20% | +50.88% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | — | +41.82% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.18% | +0.06% | +11.86% | |
| 16 | DFIV | Dimensional International Va | ETF-其他 | 1.07% | — | +3.12% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | — | +4.48% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.05% | — | +4.81% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.11% | +42.37% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +81.04% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.84% | -0.40% | +191.35% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.83% | -0.08% | +105.04% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | -0.23% | +22.83% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | +30.37% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.77% | — | +21.92% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.15% | +119.09% | |
| 27 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.76% | — | +5.29% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | +52.29% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.71% | — | -1.31% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.63% | — | +8.61% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | — | +117.17% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.16% | +54.82% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | +197.70% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | +0.59% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | — | +67.98% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.55% | — | +13.26% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.54% | +0.08% | +76.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +53.41% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.11% | +17.38% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.47% | — | +11875.68% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.47% | — | +11.48% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | — | -0.78% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | +0.16% | +13.76% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.44% | +0.06% | +1.55% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | +0.07% | +30.00% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | +2.20% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +18.60% | |
| 48 | DFSD | Dimensional Short Duration | ETF-其他 | 0.41% | — | +24.12% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.39% | +0.06% | +64.12% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.39% | — | +21.65% |