CIK: 0001960144
申報總市值
US$4.4億
僅顯示前 200 大持股（共 634 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 | VUG | Vanguard Growth ETF | ETF-其他 | 13.30% | -0.91% | +53.84% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 7.17% | +0.36% | +24.82% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.39% | +0.09% | +64.48% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-其他 | 4.93% | +0.13% | +2.31% | |
| 5 | DFAT | Dimensional US Target Value | ETF-其他 | 4.73% | +0.19% | +7.13% | |
| 6 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 4.68% | — | +86.73% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.61% | +0.05% | +1.22% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.09% | +0.19% | +27.21% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.91% | +0.41% | -24.00% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.49% | +0.18% | -52.75% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 2.27% | +0.08% | -18.84% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.27% | +0.05% | +87.18% | |
| 13 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 2.12% | — | -1.84% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.99% | — | +49.07% | |
| 15 | DFIV | Dimensional International Va | ETF-其他 | 1.82% | — | +0.99% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.62% | — | +2940.71% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.45% | +0.15% | +3383.19% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.40% | — | +381.70% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.33% | +0.67% | -7.32% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.21% | +0.08% | -8.24% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.20% | — | -41.48% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.20% | -0.23% | -38.18% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.11% | +0.09% | +0.86% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | — | +4.17% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | — | +91.30% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | — | +3.32% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.80% | — | +2.41% | |
| 28 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.72% | — | +42.87% | |
| 29 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.71% | +0.08% | +240.41% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -16.69% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.63% | — | +139.16% | |
| 32 | DFAI | Dimensional International Co | ETF-其他 | 0.59% | — | +125.93% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | +0.17% | +843.88% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | -2.10% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | — | -12.10% | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | -0.48% | +6.19% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | — | +17.32% | |
| 38 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.52% | -0.20% | -17.57% | |
| 39 | DGCB | Dimensional Global Credit | ETF-其他 | 0.50% | — | -28.09% | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.45% | — | +4.14% | |
| 41 | DISV | Dimensional International Sm | ETF-其他 | 0.44% | +0.10% | +11.63% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | -3.14% | |
| 43 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股與成長 | 0.41% | — | +1917.87% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.39% | -0.28% | — | |
| 45 | DFSD | Dimensional Short Duration | ETF-其他 | 0.38% | +0.10% | -8.93% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | — | +21.63% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.35% | — | -71.39% | |
| 48 | TSLA | Tesla INC | 股票-循環性消費 | 0.35% | — | -26.87% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | — | -2.89% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.29% | — | -39.49% |