CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 721 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 | 9.34% | -0.75% | +6.19% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 7.90% | -0.57% | +34.07% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.62% | -0.55% | +5.54% | |
| 4 | DFAT | Dimensional US Target Value | ETF-其他 | 3.89% | -0.20% | +39.27% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.64% | -0.59% | +7.52% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 2.68% | -0.21% | +7.75% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.54% | +0.52% | +2.94% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 2.33% | — | +0.02% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.17% | -0.14% | +5.21% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.06% | — | +7.22% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.95% | +1.55% | +12.55% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.82% | — | -3.27% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.37% | -0.11% | +16.81% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.33% | — | +1.64% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.25% | — | +0.92% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.21% | -0.21% | +11399.65% | |
| 17 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.21% | — | -20.57% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.14% | +2.61% | +14.52% | |
| 19 | REET | Ishares Global Reit ETF | ETF-其他 | 1.12% | — | +2.46% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.12% | — | -2.40% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.03% | — | -1.51% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.99% | — | -2.37% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.22% | +22.75% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.92% | — | -3.86% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.87% | — | +2.35% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.75% | — | -2.83% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.69% | — | +8.45% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.60% | — | +20.47% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.59% | — | +0.93% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.02% | +11.55% | |
| 31 | WM | Waste Management INC | 股票-工業 | 0.55% | — | -0.12% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | — | +694.55% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.53% | — | +700.06% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | — | +628.03% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | -2.84% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.47% | — | +31.94% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | -0.14% | +7.41% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +13.67% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.44% | — | -16.40% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.43% | — | -2.29% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.43% | +0.04% | -12.92% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | +1161.40% | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.42% | — | +95.84% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.40% | — | +2700.20% | |
| 45 | VAC | Marriott Vacations World | 股票-循環性消費 | 0.39% | — | +0.19% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.39% | — | -4.14% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.38% | -0.22% | +3.37% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.37% | — | -6.10% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.35% | — | +19.35% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.35% | — | +300.33% |