CIK: 0001568068
申報總市值
US$20.1億
僅顯示前 200 大持股（共 1935 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 7.35% | +1.19% | +3.84% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-其他 | 6.77% | -0.22% | +0.58% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.68% | +0.06% | -0.95% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.31% | +0.03% | -3.50% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.93% | -0.23% | +4.02% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.82% | -0.23% | -0.61% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.57% | — | +0.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.89% | +0.22% | +6.16% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | +0.08% | -0.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.68% | -0.18% | +1.82% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.31% | +0.04% | +3.93% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.19% | +0.12% | +0.90% | |
| 13 | DFAI | Dimensional International Co | ETF-其他 | 2.19% | -0.01% | +0.22% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.83% | — | -11.22% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.68% | — | -1.76% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.62% | -0.09% | +0.94% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | -0.02% | +4.18% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.25% | — | -0.41% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.18% | +0.12% | +0.31% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.09% | +0.02% | +4.27% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.03% | — | — | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.00% | — | +7.93% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.96% | — | -2.29% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.95% | +0.04% | -5.86% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | +0.02% | -7.04% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.90% | +0.05% | +3.59% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.85% | -0.01% | -1.86% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.84% | — | -0.65% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | +0.03% | -0.70% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.74% | — | -0.74% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | — | +5.62% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.59% | — | -0.06% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +5.94% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | +0.01% | -4.87% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | — | +0.32% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.53% | +0.01% | -0.21% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +2.43% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | -1.77% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | -0.31% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.44% | — | -11.11% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.44% | +0.06% | -4.78% | |
| 42 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.44% | — | -3.27% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.07% | +4.95% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.38% | — | +20.35% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.38% | -0.11% | +5.21% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | — | -3.33% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | +1.67% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.34% | — | -2.71% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.34% | — | +0.75% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | — | +0.92% |