CIK: 0000853758
申報總市值
US$675.8億
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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.36% | +0.29% | +14.53% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.34% | +0.26% | +16.46% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.09% | — | +4.90% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.99% | +0.16% | +5.10% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.74% | -0.01% | +4.84% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.43% | +0.21% | +21.82% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-其他 | 3.00% | +0.05% | +23.50% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.65% | +0.07% | +11.54% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.55% | +0.02% | +17.96% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.35% | +3.85% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.01% | -0.08% | +0.72% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.83% | +0.04% | +7.07% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.79% | — | +1075.85% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.72% | +0.10% | +16.05% | |
| 15 | DFIC | Dimensional International Co | ETF-其他 | 1.69% | +0.08% | +10.30% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.64% | +0.07% | +5.86% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.57% | +0.07% | +4.50% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.45% | — | +1.26% | |
| 19 | DIHP | Dimensional International Hi | ETF-其他 | 1.43% | +0.08% | +27.49% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.16% | +14.42% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | +0.03% | +9.64% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.21% | — | +2316.34% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.06% | +0.03% | +9.19% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.84% | — | -3.63% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | +0.05% | +1.32% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.77% | — | +500.00% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.73% | — | +193.78% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | +5.67% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | +4.78% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.65% | — | -23.49% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | -1.52% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.53% | — | -0.04% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | +103.10% | |
| 34 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.53% | +0.05% | +11.72% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | — | +6.27% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.50% | — | -3.36% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | -0.07% | +6.40% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | — | +9.68% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.45% | — | -29.80% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | +3.87% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.41% | — | -11.16% | |
| 42 | RJF | Raymond James Financial INC | 股票-金融 | 0.38% | — | -1.67% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -13.11% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.37% | — | +213.73% | |
| 45 | IQLT | Ishares Msci International Q | ETF-其他 | 0.37% | — | -19.51% | |
| 46 | IVLU | Ishares Msci International V | ETF-其他 | 0.36% | — | -20.47% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | — | +0.27% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | — | +0.17% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +10.36% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.34% | — | -35.76% |