CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 1256 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 | 8.67% | -0.75% | +7.53% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 7.21% | -0.57% | +10.67% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.19% | -0.55% | +9.09% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.15% | +0.52% | +82.68% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 2.61% | -0.21% | +15.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.53% | -0.59% | -24.07% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 2.52% | -0.20% | +0.61% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.20% | +2.61% | +43.23% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.18% | -0.14% | -3.62% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.09% | +1.55% | +37.38% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.02% | -0.21% | +117.57% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.51% | -0.31% | +26.17% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.44% | -0.22% | +7.91% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.40% | -0.11% | +123.16% | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.34% | +0.19% | +64.33% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.25% | — | -3.87% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.22% | +7.94% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.93% | — | -3.24% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.85% | — | +20.52% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.84% | — | -4.52% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.83% | — | — | |
| 22 | DFIC | Dimensional International Co | ETF-其他 | 0.80% | — | +83.14% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.76% | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | -0.14% | +30.66% | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.68% | +0.07% | +38.60% | |
| 26 | DFIS | Dimensional International Sm | ETF-其他 | 0.64% | — | +19.54% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.59% | — | -4.09% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | — | +882.00% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | -26.89% | |
| 30 | REET | Ishares Global Reit ETF | ETF-其他 | 0.57% | — | -3.29% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | -0.17% | +11.05% | |
| 32 | DFSD | Dimensional Short Duration | ETF-其他 | 0.56% | — | +31.31% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.55% | — | -1.71% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.53% | — | +8.32% | |
| 35 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.53% | — | -5.04% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.53% | — | -4.03% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | — | +46.15% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.51% | — | -13.49% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.50% | +0.04% | +202.89% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | — | +1.48% | |
| 41 | DIHP | Dimensional International Hi | ETF-其他 | 0.46% | -0.31% | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | -0.43% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +15.60% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.42% | — | -2.54% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.41% | — | -33.25% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.40% | — | -2.09% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.39% | — | +2740.05% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.39% | — | -8.17% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | +0.91% | |
| 50 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.38% | +0.50% | +71.80% |