CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 1417 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 | 7.66% | -0.75% | +7.62% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 5.78% | -0.57% | -3.01% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.05% | -0.55% | +10.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.76% | -0.59% | +19.14% | |
| 5 | DIHP | Dimensional International Hi | ETF-其他 | 3.07% | -0.31% | +82.58% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 2.80% | -0.31% | +21.57% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.59% | +2.61% | +16.10% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.40% | +0.52% | -8.61% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 2.31% | -0.21% | +6.90% | |
| 10 | DFAT | Dimensional US Target Value | ETF-其他 | 2.25% | -0.20% | -1.12% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.15% | +1.55% | +13.64% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.95% | +0.19% | +22.58% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.61% | +0.16% | +63.47% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.51% | -0.11% | +3.78% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.41% | -0.21% | -10.63% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.38% | -0.22% | +3.30% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.04% | -0.14% | -12.54% | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.91% | +0.07% | +22.56% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.22% | -1.43% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | -0.17% | +41.77% | |
| 21 | DFSD | Dimensional Short Duration | ETF-其他 | 0.85% | — | +39.31% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.82% | — | +30.94% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.14% | +18.84% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.77% | — | -10.38% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.71% | — | +187.33% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.70% | — | +34.31% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.69% | — | +0.80% | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.69% | +0.50% | +39.15% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | — | +4.30% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.60% | — | -4.60% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.60% | — | -4.08% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | +46.12% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | +5.02% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.51% | — | +24.97% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.49% | — | +12.40% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | — | +198.98% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.46% | — | -0.03% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | -19.45% | |
| 39 | REET | Ishares Global Reit ETF | ETF-其他 | 0.45% | — | -0.25% | |
| 40 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.43% | -0.33% | +43.01% | |
| 41 | DFIC | Dimensional International Co | ETF-其他 | 0.40% | — | -22.77% | |
| 42 | DFIS | Dimensional International Sm | ETF-其他 | 0.40% | — | -4.61% | |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.40% | — | -2.17% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.39% | — | -21.71% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.39% | — | +41.00% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.38% | — | +84.12% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | +0.11% | +11.69% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | — | -1.55% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | -4.67% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.34% | +0.05% | +6.76% |