CIK: 0002010393
申報總市值
US$27.7億
僅顯示前 200 大持股（共 3491 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.35% | +0.29% | +2962.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.29% | -0.03% | +252.03% | |
| 3 | DFAT | Dimensional US Target Value | ETF-其他 | 3.24% | +0.06% | +8959.98% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.98% | — | +49.29% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.32% | +13.00% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.42% | -0.25% | +602.75% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.63% | +17.55% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.86% | +0.18% | +621.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.67% | +0.30% | +431.32% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.47% | — | +1935.17% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 1.46% | +0.55% | +4101.56% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.30% | +0.03% | +38885.97% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.28% | +0.40% | +155.27% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | -0.19% | +22.84% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.19% | — | +4.05% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.08% | +0.17% | +49.55% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.17% | +17.90% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.92% | +0.12% | +3001.39% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.16% | +23.04% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.84% | -0.11% | +10.66% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | — | +152.94% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | -0.10% | +11.22% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.71% | -0.15% | +21.60% | |
| 24 | DISV | Dimensional International Sm | ETF-其他 | 0.70% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | +15.47% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.64% | — | +7.53% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +86.70% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.64% | — | +94088.51% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | -0.13% | +17.01% | |
| 30 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.59% | — | +1.76% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | -0.11% | +18.39% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.54% | — | +5.05% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | +0.32% | +163.90% | |
| 34 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.52% | — | +1.70% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | +0.05% | +88.27% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.47% | — | +41.99% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | -0.28% | +10.70% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | — | +278.63% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.46% | +0.06% | — | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.45% | — | +8.83% | |
| 41 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.45% | — | -2.71% | |
| 42 | CGGE | Cap Group Global Eq | ETF-其他 | 0.44% | — | +19.03% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | +0.07% | +16.43% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.42% | +0.05% | +209.16% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | +0.05% | +128.72% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.40% | — | +6.96% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | +4.10% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.38% | -0.18% | +17.30% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | — | +1.15% | |
| 50 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.37% | — | +10.31% |