CIK: 0001960144
申報總市值
US$4.4億
僅顯示前 200 大持股（共 694 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 | 14.86% | -0.91% | -0.16% | |
| 2 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 5.00% | — | -0.63% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.53% | +0.67% | +7.19% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.18% | +0.19% | +2.69% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.13% | +0.36% | -0.41% | |
| 6 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 3.82% | -0.52% | +2.08% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.06% | +0.05% | -11.32% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.99% | -0.48% | +2.73% | |
| 9 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 2.38% | -0.53% | -5.62% | |
| 10 | DFAT | Dimensional US Target Value | ETF-其他 | 2.07% | +0.19% | +0.79% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 1.92% | — | +7.32% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.88% | +0.09% | -0.90% | |
| 13 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.78% | -0.74% | -6.44% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.61% | -0.51% | -4.01% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.52% | +0.41% | -0.37% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.41% | -0.23% | +4.54% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.33% | — | -2.37% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.33% | — | -3.94% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.20% | +0.08% | -4.42% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.15% | +0.13% | -9.23% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.08% | -0.28% | -11.45% | |
| 22 | VDE | Vanguard Energy ETF | ETF-其他 | 1.07% | -0.40% | +15.20% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | +0.19% | +6.04% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.17% | +12.60% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.94% | +0.05% | -0.76% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.94% | +0.04% | -12.18% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | -7.64% | |
| 28 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.86% | -0.20% | +0.87% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | +0.18% | -10.84% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.79% | +0.09% | -2.10% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | — | — | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.70% | — | -5.10% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.69% | — | +15.59% | |
| 34 | DFAI | Dimensional International Co | ETF-其他 | 0.67% | — | -1.64% | |
| 35 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.65% | +0.08% | +1.22% | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.65% | +0.08% | +3.60% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.63% | — | +34.62% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | +0.15% | -17.99% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.52% | — | +0.26% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | — | -10.00% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.48% | — | +3.32% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.48% | — | -5.02% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.46% | — | -14.31% | |
| 44 | DFSD | Dimensional Short Duration | ETF-其他 | 0.46% | +0.10% | +1.15% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | +0.13% | -18.29% | |
| 46 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | — | -12.60% | |
| 47 | DISV | Dimensional International Sm | ETF-其他 | 0.42% | +0.10% | +4.97% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | -8.45% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | — | -0.41% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.37% | — | +35.02% |