CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 783 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 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 8.58% | -0.75% | +7.43% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 7.44% | -0.57% | +8.81% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.01% | -0.55% | +7.83% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.57% | -0.59% | +8.11% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 3.38% | -0.20% | -0.61% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 2.56% | -0.21% | +11.63% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.43% | +0.52% | +6.83% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.06% | — | +9.40% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.05% | -0.14% | +8.39% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.93% | — | -1.46% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.89% | -0.22% | +447.16% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.80% | -0.11% | +32.86% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.68% | +1.55% | +2.75% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.51% | — | -3.40% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.22% | +24.35% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.14% | — | -1.62% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.12% | +2.61% | +19.22% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.12% | -0.21% | -0.22% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.04% | — | -1.85% | |
| 20 | REET | Ishares Global Reit ETF | ETF-其他 | 0.94% | — | -0.57% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.91% | — | +5.05% | |
| 22 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.91% | — | -9.07% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.90% | — | -2.21% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | — | +1.67% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.79% | — | +256.98% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.79% | — | -1.81% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.70% | — | -5.96% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | — | +40.49% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | +0.02% | +30.00% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.65% | — | -4.45% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.63% | — | +56.94% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.63% | — | +7.52% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | +110.43% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | -0.17% | +80.96% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +29.17% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.52% | — | +0.27% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.51% | — | +4.34% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | — | +12.83% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | +186.75% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | -0.14% | +21.07% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.48% | — | +3.43% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | +139.86% | |
| 43 | WM | Waste Management INC | 股票-工業 | 0.48% | — | -3.89% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | — | +18.30% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.42% | — | +0.28% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.39% | — | -12.50% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.39% | +0.19% | +267.04% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.38% | — | +4.08% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.35% | — | -0.66% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +51.67% |