CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 799 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 | 2.97% | +0.19% | +1.61% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.70% | — | +4.68% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 1.81% | +0.24% | +4.09% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.64% | — | +4.23% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.61% | -0.26% | -2.74% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.58% | -0.13% | +2.35% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.51% | -0.13% | +5.91% | |
| 8 | DFIV | Dimensional International Va | ETF-其他 | 1.45% | +0.15% | +6.76% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | — | +1.93% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.40% | — | +13.84% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.40% | — | +0.95% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.39% | — | -0.58% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.33% | — | -0.79% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.19% | +0.64% | |
| 15 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 1.26% | — | -15.96% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.19% | — | +4.70% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.15% | — | +7.86% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.13% | +0.09% | +1.16% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.11% | +0.03% | +6.78% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.10% | — | -0.67% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.09% | — | +1.85% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.07% | +0.07% | +7.50% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.00% | — | -2.22% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.90% | +0.09% | +14.19% | |
| 25 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.88% | — | -8.70% | |
| 26 | IQLT | Ishares Msci International Q | ETF-其他 | 0.87% | — | +5.23% | |
| 27 | EMLP | First Trust North American E | ETF-其他 | 0.86% | +0.06% | +0.03% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.85% | -0.15% | -3.66% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.83% | -0.18% | -1.45% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.82% | +0.19% | +144.61% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.82% | — | +3.24% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.82% | — | — | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.81% | +0.19% | +16.62% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.80% | — | +24.08% | |
| 35 | DFAT | Dimensional US Target Value | ETF-其他 | 0.78% | +0.03% | -2.80% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | — | +8.75% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | +2.25% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | -0.97% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.08% | -0.73% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.72% | — | +2.43% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | — | -3.97% | |
| 42 | DISV | Dimensional International Sm | ETF-其他 | 0.70% | — | +10.08% | |
| 43 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.67% | — | +5.64% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.66% | — | +18.06% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.66% | — | +14.36% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.63% | — | -3.02% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.63% | — | -27.47% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.62% | — | +15.03% | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.60% | — | +0.95% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | +0.09% | +14.00% |