CIK: 0001960144
申報總市值
US$4.4億
僅顯示前 200 大持股（共 622 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 | 16.12% | -0.91% | -4.73% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.29% | +0.36% | -17.46% | |
| 3 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 4.48% | — | -32.63% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.96% | +0.09% | -35.89% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.68% | +0.19% | -8.21% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.20% | +0.05% | -3.03% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.80% | +0.13% | -40.60% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 2.50% | +0.19% | -39.29% | |
| 9 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 2.27% | — | +2.21% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.14% | +0.41% | -21.31% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.88% | +0.08% | -8.91% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.83% | +0.05% | -42.55% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.82% | — | -31.67% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.75% | +0.67% | +30.29% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.50% | -0.23% | +1.33% | |
| 16 | DFIV | Dimensional International Va | ETF-其他 | 1.41% | — | -30.32% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.31% | +0.18% | -15.39% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.15% | -31.15% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.16% | -0.48% | +11.71% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.14% | — | -41.44% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | -3.89% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.02% | — | +3682.11% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | — | +0.09% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.94% | +0.09% | -15.95% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.17% | +20.82% | |
| 26 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.88% | -0.20% | -0.91% | |
| 27 | DFAI | Dimensional International Co | ETF-其他 | 0.86% | — | -31.99% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.80% | — | +32.07% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.79% | — | -38.24% | |
| 30 | VDE | Vanguard Energy ETF | ETF-其他 | 0.78% | -0.40% | +1249.91% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.78% | +0.08% | -60.53% | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.75% | +0.08% | -42.35% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | — | -17.28% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | — | +145.28% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | +25.51% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.71% | -0.28% | +13.21% | |
| 37 | DFSD | Dimensional Short Duration | ETF-其他 | 0.68% | +0.10% | -9.36% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.67% | — | -11.23% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | — | +6.84% | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.61% | — | -3.55% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | — | -13.16% | |
| 42 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.52% | -0.74% | +66.61% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | -1.52% | |
| 44 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 0.50% | -0.53% | +340.78% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.48% | — | +1428.20% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.11% | +239.67% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | — | +80.68% | |
| 48 | DIHP | Dimensional International Hi | ETF-其他 | 0.43% | — | +509.51% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.41% | — | -32.98% | |
| 50 | DISV | Dimensional International Sm | ETF-其他 | 0.39% | +0.10% | -36.27% |