CIK: 0001769302
申報總市值
US$8.0億
僅顯示前 200 大持股（共 229 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.87% | +0.04% | -16.62% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 5.23% | — | -0.53% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-其他 | 5.08% | -0.79% | +4.85% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.87% | -0.56% | -1.47% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-其他 | 4.40% | -0.20% | -1.13% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.91% | -0.37% | -2.71% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.55% | -0.72% | +4.34% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.46% | — | +2.27% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.32% | — | -5.64% | |
| 10 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.22% | -0.04% | +5.98% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | — | +5.19% | |
| 12 | DFIC | Dimensional International Co | ETF-其他 | 2.17% | — | +1.28% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.08% | -0.13% | +2.17% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 2.06% | — | -0.27% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.04% | — | +46.32% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 2.02% | -0.14% | +45.50% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.89% | +0.44% | +2.95% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 1.70% | -0.21% | +41.23% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.56% | -0.29% | +38.06% | |
| 20 | ENPH | Enphase Energy INC | 股票-科技 | 1.40% | +0.15% | -0.00% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.31% | +1.58% | |
| 22 | DFAT | Dimensional US Target Value | ETF-其他 | 1.29% | — | -1.45% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.24% | -0.48% | -6.09% | |
| 24 | DIHP | Dimensional International Hi | ETF-其他 | 1.14% | — | +1.96% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.07% | — | +1.04% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.01% | — | +3.51% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.97% | +0.28% | +20.60% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.93% | +0.21% | +23.79% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.88% | +0.18% | — | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.86% | — | +0.68% | |
| 31 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.86% | -0.15% | -3.71% | |
| 32 | DISV | Dimensional International Sm | ETF-其他 | 0.83% | — | +2.31% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.82% | — | -18.38% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | -0.12% | -3.44% | |
| 35 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.72% | — | +10.04% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.68% | — | +10.75% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | -12.60% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.17% | -0.70% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.66% | +0.56% | +201.66% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.62% | — | +8.92% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -40.07% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.55% | — | +0.01% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.13% | +0.84% | |
| 44 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.54% | — | +2.82% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | -0.48% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | -0.11% | +39.86% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.50% | +0.05% | -17.29% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.45% | — | +1.61% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -0.42% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +2.01% |