CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 796 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 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.03% | +0.19% | +70.93% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.58% | — | +1.50% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 1.82% | +0.24% | +23.06% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.75% | -0.13% | -6.65% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.72% | -0.26% | +2.60% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.66% | — | +7.93% | |
| 7 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 1.50% | — | -4.27% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.49% | — | +3.65% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.46% | — | +0.51% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | — | +0.43% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.43% | — | +1.50% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.42% | -0.13% | +7.32% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | -0.19% | +5.40% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.37% | +0.15% | +5.25% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.28% | — | +43.40% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.17% | +0.09% | +6.54% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.14% | — | +2.13% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.13% | — | -1.08% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.11% | — | +8.58% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | +0.03% | +4.67% | |
| 21 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.08% | — | +9.70% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | +0.07% | -0.14% | |
| 23 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.96% | — | -3.99% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | -0.15% | -2.55% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.92% | — | -0.28% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.90% | — | -51.37% | |
| 27 | EMLP | First Trust North American E | ETF-其他 | 0.88% | +0.06% | -1.96% | |
| 28 | IQLT | Ishares Msci International Q | ETF-其他 | 0.87% | — | +0.44% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | -0.18% | -1.40% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.85% | — | -2.86% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.82% | — | +7.75% | |
| 32 | DFAT | Dimensional US Target Value | ETF-其他 | 0.82% | +0.03% | +3.93% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.82% | +0.09% | +37.20% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | +0.55% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | +2.19% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | — | -0.85% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.74% | — | +12.62% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.73% | — | +3.83% | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.71% | +0.19% | +119.81% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.08% | -1.92% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | -8.23% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | — | +0.62% | |
| 43 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.65% | — | +14.51% | |
| 44 | DISV | Dimensional International Sm | ETF-其他 | 0.63% | — | +52.59% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.61% | — | +5.59% | |
| 46 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.61% | — | +34.93% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.58% | — | -0.04% | |
| 48 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.58% | — | +77.28% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.58% | — | +42.95% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | +0.08% | +2.49% |