CIK: 0001568068
申報總市值
US$20.1億
僅顯示前 200 大持股（共 1952 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 | DFAX | Dimensional World Ex US Core | ETF-其他 | 8.44% | -0.22% | +0.67% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.37% | +1.19% | +0.98% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.09% | +0.06% | -1.79% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.80% | -0.23% | +2.12% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.55% | +0.03% | +2.29% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.26% | — | -0.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.28% | +0.08% | -1.65% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.97% | +0.12% | -0.77% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | -0.23% | -1.88% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.37% | -0.18% | +2.71% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.36% | +0.22% | +0.80% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.10% | — | -1.58% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.68% | — | +0.41% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.50% | — | +0.76% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.44% | — | -3.63% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.40% | +0.12% | +2.63% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.39% | +0.04% | +4.11% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 1.36% | -0.01% | +3.37% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.33% | — | +4.75% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | -0.02% | -1.64% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.20% | — | +0.26% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.18% | -0.09% | +3.77% | |
| 23 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.02% | — | -2.59% | |
| 24 | IDLV | Invesco S&p International De | ETF-其他 | 0.88% | — | -1.03% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.87% | +0.04% | -0.70% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.85% | — | +2.62% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.79% | +0.01% | -1.92% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.79% | — | +2.03% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.75% | — | -1.59% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | +0.02% | +9.42% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | -2.66% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | +2.99% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.64% | +0.05% | +7.30% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | +0.02% | +2.03% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.62% | — | -3.71% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | +0.03% | -0.21% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.59% | — | -1.47% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | -0.11% | -36.23% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.54% | — | +1.49% | |
| 40 | REET | Ishares Global Reit ETF | ETF-其他 | 0.51% | — | +0.04% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.51% | — | -0.91% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.50% | — | -1.36% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.50% | — | -0.76% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.46% | — | -0.86% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.44% | — | +0.01% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.37% | — | +100.01% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.37% | +0.01% | +1.63% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.03% | -0.20% | |
| 50 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.35% | — | +0.69% |