CIK: 0002011342
申報總市值
US$3.8億
僅顯示前 200 大持股（共 1466 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 | 9.88% | -0.36% | +0.62% | |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 8.22% | +0.31% | +7.54% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-其他 | 7.17% | +0.80% | +10.00% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 6.09% | +0.16% | +6.27% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 5.49% | -0.07% | -0.40% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.95% | +0.14% | +3.42% | |
| 7 | DFAI | Dimensional International Co | ETF-其他 | 4.10% | +0.40% | +17.68% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.02% | +0.22% | +4.23% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.65% | -0.38% | -0.38% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.61% | +0.15% | -0.95% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.26% | -0.15% | -5.72% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.13% | +0.38% | +2.83% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.78% | -0.17% | -4.70% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.64% | -0.51% | -0.01% | |
| 15 | DISV | Dimensional International Sm | ETF-其他 | 2.54% | -0.17% | -9.23% | |
| 16 | AAPL | Apple INC | 股票-科技 | 2.24% | -0.15% | -13.45% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.02% | -0.16% | -1.31% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 1.35% | +0.01% | +1.87% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.26% | +0.03% | +7.03% | |
| 20 | DFAT | Dimensional US Target Value | ETF-其他 | 1.15% | +0.03% | -4.08% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.94% | -0.06% | +0.93% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.76% | -0.04% | +0.80% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | — | -4.77% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.62% | — | +0.57% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.10% | -56.32% | |
| 26 | AVDE | Avantis International Equity | ETF-其他 | 0.57% | — | — | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.55% | — | -4.02% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | -0.14% | +29.16% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.16% | -1.00% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.48% | — | +4.05% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | +4.75% | |
| 32 | BPRN | Princeton Bancorp INC | 股票-其他 | 0.36% | — | -3.38% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.35% | -0.07% | +8.03% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | -0.06% | -3.34% | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.34% | — | +1.07% | |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 0.34% | — | +7.50% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.02% | -1.03% | |
| 38 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.32% | — | +3.27% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.28% | — | -1.64% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.28% | — | -8.36% | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.27% | +0.01% | +9.56% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | +0.01% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | — | +0.26% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.24% | — | +0.28% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | -0.02% | -1.34% | |
| 46 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.21% | — | +0.94% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.18% | — | -3.85% | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.17% | — | -1.17% | |
| 49 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.16% | — | -0.97% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.16% | — | +238.98% |