CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 1356 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 | 8.08% | -0.75% | +0.34% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 6.11% | -0.55% | -0.60% | |
| 3 | DIHP | Dimensional International Hi | ETF-其他 | 4.84% | -0.31% | +6.30% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.62% | -0.59% | +3.32% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 4.18% | -0.57% | -1.36% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 3.69% | -0.31% | +11.37% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 3.40% | +0.16% | +13.07% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 3.39% | +2.61% | +17.05% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.01% | +0.19% | +20.98% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.64% | +1.55% | +25.17% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.44% | -0.21% | +0.39% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.81% | +0.52% | +8.61% | |
| 13 | DFAT | Dimensional US Target Value | ETF-其他 | 1.64% | -0.20% | +0.73% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.57% | +0.07% | +36.00% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | -0.14% | +4.91% | |
| 16 | DFSD | Dimensional Short Duration | ETF-其他 | 1.10% | — | -1.35% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.09% | -0.11% | -2.44% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.05% | -0.33% | +53.03% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.01% | — | +5.08% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.93% | +0.50% | +0.22% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.92% | -0.21% | -3.69% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.92% | -0.22% | +13.82% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.70% | — | -9.29% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.22% | +3.76% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | -0.17% | +3.54% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | — | -1.54% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.61% | -0.14% | -6.66% | |
| 28 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 0.58% | -0.18% | -20.26% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.56% | — | -9.30% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.54% | — | -4.71% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.52% | — | -3.61% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | +15.24% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +12.94% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.51% | — | -0.18% | |
| 35 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.50% | +0.21% | +67.67% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | — | -4.06% | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.47% | — | -7.15% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | — | +3.73% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.44% | +0.07% | -1.74% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.43% | +0.05% | -24.01% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.42% | — | -5.87% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | -2.23% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.16% | +149.69% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.39% | — | -1.33% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.38% | — | -1.28% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.37% | +0.05% | +1.87% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.36% | — | +6.38% | |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.36% | — | -3.30% | |
| 49 | REET | Ishares Global Reit ETF | ETF-其他 | 0.35% | — | -4.53% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.34% | — | -6.06% |