CIK: 0001841544
申報總市值
US$37.6億
僅顯示前 200 大持股（共 284 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.33% | +0.58% | +3.92% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.41% | +0.05% | +1.24% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.34% | -0.37% | +5.27% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.71% | -0.31% | +7.49% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 4.60% | -0.38% | -5.52% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 4.31% | -0.10% | -2.02% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.28% | +0.19% | +4.25% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 3.82% | -0.01% | -3.46% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.53% | -0.08% | -1.17% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.38% | -0.07% | +2.90% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-其他 | 3.36% | +0.13% | +3.34% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.31% | -0.04% | -3.41% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.27% | +0.35% | +3.06% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.22% | +0.18% | +23.04% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-其他 | 2.08% | -0.17% | -0.38% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.00% | +0.05% | -1.80% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.93% | -0.06% | -0.30% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.84% | +0.01% | -0.58% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.71% | -0.09% | +10.42% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.69% | -0.10% | +6.68% | |
| 21 | DIHP | Dimensional International Hi | ETF-其他 | 1.63% | -0.04% | +0.29% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.51% | -0.08% | +6.13% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.47% | -0.10% | -9.38% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.32% | — | -0.77% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.21% | -0.02% | +0.21% | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.13% | +0.04% | +2.40% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.08% | — | -0.06% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | +0.02% | -1.98% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.88% | -0.06% | +7.07% | |
| 30 | DFAT | Dimensional US Target Value | ETF-其他 | 0.73% | -0.01% | -1.92% | |
| 31 | IQLT | Ishares Msci International Q | ETF-其他 | 0.73% | -0.02% | +1.59% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.69% | +0.01% | -2.51% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.13% | -7.83% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.64% | — | +1.18% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.58% | +0.07% | -0.06% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.54% | +0.06% | +17.79% | |
| 37 | IVLU | Ishares Msci International V | ETF-其他 | 0.43% | — | -4.71% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.42% | +0.01% | +0.44% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | +5.88% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +7.19% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.30% | +0.02% | -4.04% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.24% | — | — | |
| 43 | AXP | American Express Co | 股票-金融 | 0.24% | — | +0.83% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | +0.05% | +4.30% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | +0.02% | +9.30% | |
| 46 | DE | Deere & Co | 股票-工業 | 0.20% | — | +30.00% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.19% | -0.05% | -28.27% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.17% | — | -0.19% | |
| 49 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.17% | — | -0.03% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | +7.35% |