CIK: 0002011342
申報總市值
US$3.8億
僅顯示前 200 大持股（共 1509 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 | 12.17% | -0.36% | +0.60% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 7.01% | +0.16% | +3.15% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 5.93% | -0.07% | -0.95% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 4.85% | -0.15% | -15.18% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.82% | -0.38% | -0.76% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.54% | +0.22% | +3.82% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.37% | +0.14% | +5.81% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.11% | -0.17% | -6.35% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.96% | -0.16% | -12.17% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.95% | -0.15% | +134.49% | |
| 11 | DISV | Dimensional International Sm | ETF-其他 | 3.29% | -0.17% | -10.97% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.22% | +0.38% | +8.73% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.94% | +0.80% | +71.55% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.73% | +0.15% | +18.20% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.26% | -0.51% | -5.72% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 2.04% | +0.01% | +1.41% | |
| 17 | DFAT | Dimensional US Target Value | ETF-其他 | 1.73% | +0.03% | -8.35% | |
| 18 | DFAI | Dimensional International Co | ETF-其他 | 1.56% | +0.40% | +117.39% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.34% | -0.06% | +1.37% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.10% | -0.08% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | -3.12% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.68% | — | -0.45% | |
| 23 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.63% | — | -1.59% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.16% | +4.13% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.58% | — | +1.37% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.56% | -0.04% | +8.58% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.53% | — | -0.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.14% | +0.06% | |
| 29 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.48% | — | +0.78% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.44% | — | -5.84% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.02% | +1.00% | |
| 32 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.43% | — | +1.63% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | +4.89% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | -0.07% | — | |
| 35 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.39% | — | -0.81% | |
| 36 | AVDE | Avantis International Equity | ETF-其他 | 0.37% | — | +63.70% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | -0.06% | +16.66% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.34% | — | +2.22% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | — | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.27% | +0.01% | +20.05% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.26% | +0.03% | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | -5.30% | |
| 44 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.24% | — | +2.68% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.23% | — | +3.77% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.22% | — | -0.30% | |
| 47 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.21% | — | -2.25% | |
| 48 | REET | Ishares Global Reit ETF | ETF-其他 | 0.19% | — | -21.95% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.17% | — | +11.95% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.17% | — | — |