CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 540 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 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 8.10% | -0.57% | +6.36% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 6.63% | — | +7.19% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 6.48% | -0.55% | +12.17% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.36% | -0.59% | +3.55% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 4.03% | -0.20% | -0.68% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.37% | +0.52% | -1.85% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.02% | -0.14% | +8.70% | |
| 8 | DFIV | Dimensional International Va | ETF-其他 | 3.00% | -0.21% | +14.83% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.74% | — | -1.80% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.43% | — | +7.27% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.30% | — | +3.50% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.75% | +1.55% | +19.46% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.68% | — | -0.69% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.58% | — | -9.22% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.57% | — | -7.23% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.50% | — | +4.49% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.11% | +2.45% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.37% | — | +5.03% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.36% | +2.61% | +3.36% | |
| 20 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.33% | — | -9.71% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.17% | — | -9.48% | |
| 22 | REET | Ishares Global Reit ETF | ETF-其他 | 1.13% | — | +8.89% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.11% | — | -0.80% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.07% | — | -5.72% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.92% | +0.04% | +2.93% | |
| 26 | WM | Waste Management INC | 股票-工業 | 0.91% | — | +0.29% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.86% | — | -1.53% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.22% | -1.90% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.63% | — | -3.75% | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.61% | — | -0.48% | |
| 31 | VAC | Marriott Vacations World | 股票-循環性消費 | 0.59% | — | -0.00% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.59% | — | +15.35% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | +3.41% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | -0.22% | +2.25% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | -0.14% | +22.24% | |
| 36 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.50% | — | -2.57% | |
| 37 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.48% | — | -1.29% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.47% | — | -3.01% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | -14.10% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | -0.17% | -0.41% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | +1.47% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | +2.03% | |
| 43 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.43% | — | -10.90% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.42% | — | +37.01% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.38% | — | — | |
| 46 | DXCM | Dexcom INC | 股票-醫療保健 | 0.36% | — | +26.11% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | — | +1.68% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.35% | — | +1141.15% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.34% | — | -6.62% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.32% | — | +8.33% |