CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 753 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 | 2.62% | +0.19% | -6.74% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.16% | — | +0.08% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 1.95% | +0.24% | +8.70% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.90% | — | +7.30% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.84% | — | +4.90% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.68% | +0.03% | +6.19% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | -0.26% | -4.35% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.51% | — | +0.15% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.44% | — | +0.13% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.38% | — | -0.08% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.38% | -0.13% | +2.42% | |
| 12 | DFIV | Dimensional International Va | ETF-其他 | 1.35% | +0.15% | -1.61% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.25% | +0.07% | +3.23% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.25% | — | -5.10% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.24% | -0.13% | -4.41% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.19% | -7.23% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.15% | +0.09% | -0.81% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.13% | — | +2.44% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.13% | — | +4.76% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.06% | — | -1.72% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.04% | +0.09% | +10.71% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.02% | +0.19% | +5.71% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | — | +0.28% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | -0.18% | +1.16% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.96% | — | +3.40% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.91% | — | +17.85% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.90% | -0.15% | +1.20% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.90% | — | +8.13% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.85% | — | +3.55% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.81% | — | +10.90% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.80% | — | +1.85% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | — | -3.28% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | +0.09% | +8.62% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | -0.18% | -7.36% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.77% | — | +9.19% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.77% | — | +7.26% | |
| 37 | DFAT | Dimensional US Target Value | ETF-其他 | 0.76% | +0.03% | +2.55% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.75% | — | -4.34% | |
| 39 | EMLP | First Trust North American E | ETF-其他 | 0.75% | +0.06% | -1.57% | |
| 40 | DISV | Dimensional International Sm | ETF-其他 | 0.74% | — | +7.70% | |
| 41 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.74% | — | -0.35% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.72% | +0.19% | +20.71% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | — | +0.50% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | +3.04% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.70% | — | +55.27% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | — | -0.11% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +369.91% | |
| 48 | DFIS | Dimensional International Sm | ETF-其他 | 0.65% | — | +8.07% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.65% | — | -3.54% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | -2.19% |