CIK: 0001838234
申報總市值
US$7.7億
僅顯示前 200 大持股（共 1691 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 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 15.00% | -0.67% | +3.35% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 13.08% | -0.31% | -4.54% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 7.38% | +0.52% | +3.72% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.65% | -0.43% | -5.36% | |
| 5 | DXUV | Dimensional US Vtor Eqty ETF | ETF-其他 | 4.77% | +1.05% | +15.98% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-其他 | 4.64% | +0.31% | +6.47% | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.40% | -0.23% | -0.86% | |
| 8 | DFSD | Dimensional Short Duration | ETF-其他 | 3.95% | -0.19% | +1.96% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 3.33% | +0.39% | +5.35% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.81% | -0.14% | -4.10% | |
| 11 | DXIV | Dimensional Intr Vtor E ETF | ETF-其他 | 2.47% | +0.22% | +2.27% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.46% | -0.28% | +0.02% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.17% | -0.21% | -5.62% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.52% | — | -5.82% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.42% | -0.06% | -1.67% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | +0.22% | +5.38% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.06% | +0.27% | +36.01% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.72% | -0.08% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | -0.04% | -4.49% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.68% | +0.14% | +15.00% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.68% | -0.06% | -4.11% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.01% | +0.04% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +0.25% | +7.18% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.50% | — | -0.93% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | -6.65% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.49% | — | -1.17% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | +0.05% | +0.64% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | +0.04% | +1.66% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.38% | -0.02% | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.32% | -0.11% | -11.78% | |
| 32 | LFST | Lifestance Health Group INC | 股票-其他 | 0.28% | -0.12% | -0.01% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.27% | -0.01% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +2.06% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | +0.02% | +0.63% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | +0.01% | +8.34% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.22% | +0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.09% | +1.37% | |
| 39 | IVLU | Ishares Msci International V | ETF-其他 | 0.22% | — | +0.12% | |
| 40 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 0.20% | — | -0.01% | |
| 41 | BN | Brookfield CORP | 股票-金融 | 0.19% | +0.02% | -0.00% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | +0.09% | +2.61% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.18% | — | -0.18% | |
| 44 | GWW | Ww Grainger INC | 股票-工業 | 0.17% | — | +0.35% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | -6.61% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.16% | — | +1.17% | |
| 47 | DISV | Dimensional International Sm | ETF-其他 | 0.15% | -0.06% | -31.09% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.15% | +0.08% | +2.81% | |
| 49 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.15% | — | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.15% | — | -7.71% |