CIK: 0001960144
申報總市值
US$4.4億
僅顯示前 200 大持股（共 644 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 | 16.54% | -0.91% | +2.41% | |
| 2 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 5.04% | — | +18.29% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.33% | +0.36% | -20.14% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.08% | +0.67% | +60.29% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.90% | +0.19% | +6.85% | |
| 6 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 3.75% | -0.52% | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.64% | +0.05% | +6.30% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.64% | -0.48% | +11.12% | |
| 9 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 2.51% | -0.53% | +192.80% | |
| 10 | DFAT | Dimensional US Target Value | ETF-其他 | 1.95% | +0.19% | +7.28% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.93% | +0.09% | -34.61% | |
| 12 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.77% | -0.74% | +6.76% | |
| 13 | DFIV | Dimensional International Va | ETF-其他 | 1.68% | — | +18.90% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.57% | -0.51% | — | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.46% | +0.41% | -10.37% | |
| 16 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.38% | — | -2.38% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.37% | — | +1.80% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.37% | -0.23% | -3.83% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | +0.08% | -18.93% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.30% | +0.13% | -16.82% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.22% | -0.28% | +38.45% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +9.37% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.05% | +0.04% | +30.15% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | +0.19% | +28.26% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.98% | +0.05% | -21.20% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.81% | — | -15.43% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | +0.18% | -15.30% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.79% | +0.09% | -3.85% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | — | +47.49% | |
| 30 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.78% | -0.20% | -17.86% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.76% | +0.15% | -50.84% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.17% | -18.77% | |
| 33 | VDE | Vanguard Energy ETF | ETF-其他 | 0.68% | -0.40% | +6.93% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | — | +0.15% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.66% | — | -11.17% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | -18.25% | |
| 37 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.61% | +0.08% | -0.03% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | — | -14.27% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.59% | +0.08% | -0.97% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.56% | — | -22.79% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.53% | — | +24.34% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.52% | — | -12.57% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.13% | +6.32% | |
| 44 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.50% | — | +5.82% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | -18.44% | |
| 46 | DFSD | Dimensional Short Duration | ETF-其他 | 0.45% | +0.10% | -6.05% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.44% | — | +15.01% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | +72.29% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | -0.18% | |
| 50 | DISV | Dimensional International Sm | ETF-其他 | 0.37% | +0.10% | -1.75% |