CIK: 0001568068
申報總市值
US$20.1億
僅顯示前 200 大持股（共 1974 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 | 8.31% | -0.22% | +2.04% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.74% | +1.19% | +4.09% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.19% | +0.06% | -1.57% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.74% | -0.23% | +5.19% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.66% | +0.03% | -0.68% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.11% | — | +2.01% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.28% | +0.08% | +0.19% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.99% | -0.23% | -0.59% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.94% | +0.12% | +0.77% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.53% | +0.22% | +3.35% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.44% | -0.18% | +8.80% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.32% | — | -1.43% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.60% | — | +1.32% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.55% | — | +2.09% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | +0.04% | +0.49% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.45% | +0.12% | +6.37% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.39% | — | +0.30% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 1.37% | -0.01% | +4.20% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | — | +2.78% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | -0.02% | -1.19% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | -0.09% | +6.39% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.13% | — | +0.07% | |
| 23 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.93% | — | -3.20% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.03% | +48.48% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.90% | +0.04% | -1.76% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.88% | — | +0.09% | |
| 27 | IDLV | Invesco S&p International De | ETF-其他 | 0.85% | — | +1.36% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.78% | +0.01% | +1.54% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.76% | +0.05% | +15.16% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | +0.02% | +3.94% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | — | -1.80% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.72% | — | -2.50% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | +1.34% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | +0.02% | -1.48% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | -5.83% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.58% | — | -0.34% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | — | -1.98% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.51% | — | -9.47% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.51% | — | -1.45% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.50% | — | -1.57% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | — | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | +6.14% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | — | +0.01% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.45% | — | -7.74% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.45% | -0.11% | -18.50% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.40% | +0.01% | +8.29% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.36% | — | +0.27% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.35% | — | +4.53% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.03% | -1.35% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.32% | — | -1.25% |