CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 760 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 | 2.79% | +0.19% | +7.07% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.10% | — | +0.06% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.05% | — | +6.64% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 2.01% | +0.24% | +7.93% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.79% | — | +3.35% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 1.63% | -0.26% | -2.50% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.59% | +0.03% | +2.94% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.13% | +0.96% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | — | -1.44% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.40% | -0.13% | +4.29% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | — | +1.60% | |
| 12 | DFIV | Dimensional International Va | ETF-其他 | 1.36% | +0.15% | +5.78% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.29% | — | +0.01% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.19% | -0.64% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.17% | — | -5.80% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.17% | +0.07% | +0.62% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.15% | — | +6.00% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.15% | — | +4.39% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.11% | +0.09% | +3.93% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.11% | +0.09% | +4.36% | |
| 21 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.08% | +0.19% | +13.08% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.18% | +952.41% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.06% | -0.18% | +2.74% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.98% | — | +2.51% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.97% | — | -0.84% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.97% | — | +7.13% | |
| 27 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.95% | — | +8.79% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | +0.09% | +8.15% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.86% | — | -2.26% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.85% | — | +9.55% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.83% | — | +22.78% | |
| 32 | IQLT | Ishares Msci International Q | ETF-其他 | 0.82% | — | +0.58% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.82% | — | -2.64% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.80% | — | +7.68% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | +0.19% | +14.87% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.79% | — | +8.66% | |
| 37 | EMLP | First Trust North American E | ETF-其他 | 0.75% | +0.06% | +0.04% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +5.01% | |
| 39 | DISV | Dimensional International Sm | ETF-其他 | 0.73% | — | +3.32% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.72% | — | +8.25% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | — | -2.17% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.72% | +0.03% | +1.71% | |
| 43 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.70% | — | -2.53% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | -2.75% | |
| 45 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.67% | — | +4.48% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.66% | +0.14% | +9.23% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.64% | — | +3.06% | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.63% | +0.07% | +39.85% | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | — |