CIK: 0000853758
申報總市值
US$675.8億
僅顯示前 200 大持股（共 2115 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.53% | +0.26% | +3.92% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.44% | +0.29% | -0.89% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.23% | — | -4.34% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.92% | +0.16% | -7.18% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.49% | -0.01% | -12.71% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.14% | +0.21% | -10.76% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.25% | — | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.94% | +0.05% | -5.65% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.91% | +0.07% | +15.39% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.57% | +0.02% | -0.56% | |
| 11 | DFIC | Dimensional International Co | ETF-其他 | 1.73% | +0.08% | +6.51% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.67% | +0.07% | -0.10% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.65% | +0.04% | -7.39% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.61% | +0.07% | -0.97% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.16% | -0.07% | |
| 16 | DFIV | Dimensional International Va | ETF-其他 | 1.54% | +0.10% | -8.24% | |
| 17 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.52% | +0.08% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.35% | -35.98% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.39% | +0.03% | -1.07% | |
| 20 | DIHP | Dimensional International Hi | ETF-其他 | 1.37% | +0.08% | +0.66% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.15% | +0.05% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.13% | +0.03% | +12.01% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | -4.72% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | +216.55% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | — | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.72% | — | -1.43% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | -6.25% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.67% | — | -14.51% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | -0.08% | -69.92% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | — | -1.39% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | -26.03% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | -4.67% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | -8.71% | |
| 34 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.47% | +0.05% | -13.92% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.46% | — | -7.53% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | — | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.46% | — | -12.34% | |
| 38 | RJF | Raymond James Financial INC | 股票-金融 | 0.45% | — | -10.20% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | -0.07% | -21.42% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | -0.06% | +29.78% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.39% | — | -14.75% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | -11.37% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.37% | — | -11.72% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.34% | — | -33.50% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.34% | — | +9.27% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | -20.27% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | — | +15.71% | |
| 48 | NFLX | Netflix INC | 股票-通訊服務 | 0.33% | — | +81.88% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.32% | — | -5.92% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.31% | — | -12.70% |