CIK: 0001542153
申報總市值
US$899.1億
僅顯示前 200 大持股（共 2645 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 | 2.93% | — | +40.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.26% | +58.26% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.42% | — | +113.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.15% | -0.23% | +96.29% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.93% | — | +0.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.90% | -0.12% | +6.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.83% | -0.20% | +15.86% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.81% | — | +52.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | +25.98% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.54% | -0.21% | +38.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.11% | +65.83% | |
| 12 | EQTY | Kovitz Core Equity ETF | ETF-其他 | 1.39% | -0.13% | +49402.38% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | -0.61% | +78.76% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | +27.06% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.04% | — | +22.74% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | -0.40% | +44.05% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.03% | +0.08% | +86.76% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +44.51% | |
| 19 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.97% | +0.08% | +5.56% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.94% | — | +34.32% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.15% | +63.63% | |
| 22 | DFAT | Dimensional US Target Value | ETF-其他 | 0.90% | — | +0.31% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.86% | +0.06% | +32.68% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.84% | — | +3.85% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | — | +12.38% | |
| 26 | DFIV | Dimensional International Va | ETF-其他 | 0.79% | — | +12.57% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.78% | — | +0.58% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.78% | — | +0.68% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | -0.31% | +12.64% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.76% | +0.06% | +7.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +31.43% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | — | -0.09% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.64% | — | -3.04% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.62% | — | +265.13% | |
| 35 | DISV | Dimensional International Sm | ETF-其他 | 0.60% | — | +3.53% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | +43.79% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | +13.08% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | — | +11.22% | |
| 39 | DIHP | Dimensional International Hi | ETF-其他 | 0.52% | — | +7.79% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | +0.15% | +138.36% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.47% | +0.06% | +25009.50% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.15% | +219.23% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.08% | +14.11% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | +41.47% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.44% | — | +9.36% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | — | +101.64% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.41% | — | +44.49% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.41% | +0.10% | +569.75% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | — | +35.99% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.16% | +21.80% |