CIK: 0002011342
申報總市值
US$3.8億
僅顯示前 200 大持股（共 1500 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 | 12.95% | -0.36% | +14.51% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 8.22% | -0.15% | +13.73% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.46% | +0.16% | +21.41% | |
| 4 | DFIC | Dimensional International Co | ETF-其他 | 6.74% | -0.07% | +15.92% | |
| 5 | DISV | Dimensional International Sm | ETF-其他 | 5.51% | -0.17% | +13.32% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.99% | -0.17% | +3.20% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.84% | -0.38% | -1.54% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.71% | +0.22% | +8.98% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.29% | -0.16% | +3.21% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.06% | +0.14% | +17.51% | |
| 11 | SUB | Ishares Short-term National | ETF-其他 | 2.56% | +0.01% | -37.16% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.22% | +0.03% | -1.38% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.80% | +0.38% | +18.65% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.61% | -0.06% | -17.77% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.15% | +3.05% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.36% | +0.15% | +13.32% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | +0.10% | -2.95% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | — | -7.75% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.91% | -0.51% | -19.76% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.85% | — | -4.26% | |
| 21 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.77% | — | -2.06% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.16% | +7.09% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | -0.34% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | — | -5.23% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.57% | — | -0.35% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.56% | -0.04% | +35.16% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | -0.14% | -2.45% | |
| 28 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.50% | — | +4.74% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | -0.02% | +4.21% | |
| 30 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.44% | — | +50.24% | |
| 31 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.43% | — | +1.73% | |
| 32 | REET | Ishares Global Reit ETF | ETF-其他 | 0.43% | — | -32.25% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | -0.07% | -7.28% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | +0.01% | +400.00% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.39% | — | -8.05% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | -0.36% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | — | -2.81% | |
| 38 | AVDE | Avantis International Equity | ETF-其他 | 0.28% | — | +1.85% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.23% | — | +3.96% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.23% | +0.01% | -47.18% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.22% | — | -2.70% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | -0.06% | +23.65% | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.21% | — | -4.45% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.20% | — | +1.63% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.20% | — | +4.44% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.19% | — | -0.21% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.05% | -7.68% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.18% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.17% | — | -2.26% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.17% | — | +0.30% |