CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 764 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 | 2.77% | +0.19% | +2.95% | |
| 2 | DFAI | Dimensional International Co | ETF-其他 | 2.01% | +0.24% | +2.79% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.00% | — | +0.13% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.99% | — | +1.07% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.61% | — | -9.13% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.61% | +0.03% | +0.82% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.13% | -0.82% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.48% | -0.26% | -2.83% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.41% | — | -0.41% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | — | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 1.35% | +0.15% | +3.32% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.31% | -0.13% | +3.45% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.27% | — | -0.68% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.16% | +0.07% | +0.61% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.14% | +0.19% | +51.61% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.12% | — | +4.69% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.11% | — | -1.26% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.11% | +0.09% | +1.42% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.19% | -1.42% | |
| 20 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.09% | — | +0.26% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.07% | +0.09% | +0.64% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.02% | — | +9.14% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | -0.18% | +2.19% | |
| 24 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.99% | +0.19% | -5.87% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | +0.09% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.96% | — | +2.86% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.93% | — | -1.30% | |
| 28 | AHR | American Healthcare Reit INC | 股票-房地產 | 0.92% | — | — | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.88% | — | +4.14% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.87% | -0.15% | +49.31% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.18% | -9.85% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.85% | +0.09% | +0.68% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.85% | — | -2.63% | |
| 34 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.80% | — | +4.03% | |
| 35 | IQLT | Ishares Msci International Q | ETF-其他 | 0.79% | — | -0.29% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.78% | — | -0.32% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.77% | — | +4.59% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.76% | — | -0.43% | |
| 39 | DISV | Dimensional International Sm | ETF-其他 | 0.76% | — | +5.17% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +6.88% | |
| 41 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.74% | +0.14% | +6.04% | |
| 42 | EMLP | First Trust North American E | ETF-其他 | 0.73% | +0.06% | -2.52% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.69% | — | +0.27% | |
| 44 | DFAT | Dimensional US Target Value | ETF-其他 | 0.68% | +0.03% | -2.75% | |
| 45 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.67% | — | +6.48% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.66% | — | -2.81% | |
| 47 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.64% | +0.07% | +5.18% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | -2.53% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.62% | — | +0.27% |