CIK: 0001350660
申報總市值
US$13.8億
僅顯示前 200 大持股（共 307 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 | 11.15% | -0.62% | -0.28% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 7.24% | +0.50% | +11.31% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 6.33% | +0.40% | +5.18% | |
| 4 | DFSD | Dimensional Short Duration | ETF-其他 | 5.46% | +0.49% | +15.57% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-其他 | 3.30% | +0.03% | +10.14% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 3.23% | — | +4.00% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.16% | -0.46% | -3.89% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 3.10% | — | +5.71% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.77% | -0.12% | -0.47% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.74% | -0.02% | -3.52% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.60% | -0.60% | -3.50% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.58% | +0.20% | +2.76% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.42% | -0.29% | -1.33% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.09% | +0.15% | +6.42% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.01% | -0.03% | +0.77% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.89% | +0.14% | -2.22% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.89% | -0.03% | -1.09% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.55% | -0.21% | -7.25% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.48% | +0.41% | +10.97% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.39% | -0.07% | +4.39% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.39% | -0.02% | -13.37% | |
| 22 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.29% | -0.05% | -1.88% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.11% | — | +7.69% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.99% | -0.11% | -1.78% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.93% | -0.04% | -0.38% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.83% | -0.11% | -7.38% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.72% | -0.13% | -5.07% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.71% | -0.10% | -1.56% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.65% | — | -23.01% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.02% | +0.39% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.62% | -0.10% | -3.52% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | +0.02% | -3.49% | |
| 33 | DFIV | Dimensional International Va | ETF-其他 | 0.61% | — | -0.34% | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.60% | -0.08% | -0.51% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.59% | -0.10% | -3.95% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | -0.30% | |
| 37 | INTF | Ishares International Equity | ETF-其他 | 0.56% | +0.01% | -21.96% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | -0.01% | -1.62% | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.54% | -0.09% | -5.04% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | +0.01% | -0.43% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.52% | -0.08% | +3.65% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.49% | -0.03% | -3.11% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | — | +2.15% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | -0.07% | -1.51% | |
| 45 | AAPL | Apple INC | 股票-科技 | 0.40% | — | -6.64% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | -0.11% | +12.90% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.38% | — | -3.02% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.38% | — | -2.63% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.34% | -0.06% | -1.77% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.32% | -0.02% | +2.18% |