CIK: 0001838234
申報總市值
US$7.7億
僅顯示前 200 大持股（共 1793 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.44% | -0.43% | -1.81% | |
| 2 | AAPL | Apple INC | 股票-科技 | 9.40% | -0.23% | +0.76% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 8.33% | -0.67% | +17.00% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-其他 | 5.84% | -0.31% | +12.23% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.41% | -0.14% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.31% | -0.28% | -4.10% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.98% | -0.21% | -1.54% | |
| 8 | DFSD | Dimensional Short Duration | ETF-其他 | 2.84% | -0.19% | +20.64% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 2.78% | +0.52% | +45.20% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-其他 | 2.53% | +0.31% | +34.26% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.15% | -0.06% | -0.59% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.59% | +0.39% | +24.05% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | +0.22% | +4.23% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.48% | +0.27% | -2.78% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.25% | -0.08% | -0.05% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.21% | — | +17.64% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | -0.04% | +1.24% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.15% | -0.22% | +4.99% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.06% | -0.06% | +0.08% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | -0.01% | +8.95% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | -5.30% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | +0.05% | +7.17% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | +0.36% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.75% | — | -2.93% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | +0.25% | +11.29% | |
| 26 | LFST | Lifestance Health Group INC | 股票-其他 | 0.70% | -0.12% | +0.03% | |
| 27 | DISV | Dimensional International Sm | ETF-其他 | 0.69% | -0.06% | +47.89% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +0.01% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | -0.11% | +1.04% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.62% | -0.02% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.04% | +3.91% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.48% | -0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +7.07% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | +0.09% | +5.45% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.37% | +0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | +0.09% | +11.45% | |
| 37 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 0.32% | — | -3.41% | |
| 38 | IVLU | Ishares Msci International V | ETF-其他 | 0.31% | — | +0.05% | |
| 39 | BN | Brookfield CORP | 股票-金融 | 0.31% | +0.02% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.31% | +0.01% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | — | — | |
| 42 | GWW | Ww Grainger INC | 股票-工業 | 0.30% | — | -4.56% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | -1.54% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.30% | +0.05% | +4.06% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.29% | +0.02% | +11.03% | |
| 46 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.27% | -0.15% | -1.14% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.27% | — | +2.60% | |
| 48 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.26% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.25% | — | +3.49% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | — | +0.02% |