CIK: 0001964394
申報總市值
US$2.9億
僅顯示前 200 大持股（共 566 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 | DFAI | Dimensional International Co | ETF-其他 | 2.81% | +0.24% | +6.30% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.55% | +0.19% | -26.85% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.46% | — | +4.13% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 1.83% | +0.19% | +23.65% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 1.82% | +0.15% | +2.73% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.81% | +0.03% | +1.98% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.80% | -0.26% | -16.25% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | — | -1.59% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.57% | — | -6.32% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.52% | — | -38.13% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.45% | -0.13% | -4.99% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.39% | — | +2.28% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.38% | — | -4.12% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.35% | — | +0.75% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | +0.07% | +3.04% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | -0.18% | +1.13% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.26% | — | +0.60% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.25% | — | -1.38% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.25% | +0.09% | +0.99% | |
| 20 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.18% | — | -8.55% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.15% | — | -8.11% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.10% | — | -0.61% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.08% | — | -0.31% | |
| 24 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.08% | +0.19% | -1.56% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | -0.18% | -16.40% | |
| 26 | DISV | Dimensional International Sm | ETF-其他 | 1.06% | — | +2.17% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.06% | — | +5.62% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.03% | +0.09% | -21.26% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.01% | — | +0.75% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.99% | — | +4.26% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.98% | — | +3.03% | |
| 32 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.98% | — | +11.44% | |
| 33 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.98% | — | -1.94% | |
| 34 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 0.95% | — | +41.00% | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.95% | -0.13% | -43.92% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | — | -9.19% | |
| 37 | EMLP | First Trust North American E | ETF-其他 | 0.94% | +0.06% | -0.28% | |
| 38 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.93% | +0.07% | +20.64% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.90% | -0.15% | -19.00% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.90% | — | +22.74% | |
| 41 | IQLT | Ishares Msci International Q | ETF-其他 | 0.90% | — | -0.93% | |
| 42 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.83% | +0.14% | -4.36% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.19% | -45.75% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.78% | — | -2.20% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.78% | — | -11.81% | |
| 46 | DFAT | Dimensional US Target Value | ETF-其他 | 0.76% | +0.03% | -0.26% | |
| 47 | ISCF | Ishares International Small | ETF-其他 | 0.75% | — | +1.13% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.74% | — | +2.15% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.74% | — | +18.76% | |
| 50 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.74% | +0.19% | +13.77% |