CIK: 0001427748
申報總市值
US$44.8億
僅顯示前 200 大持股（共 240 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 12.50% | +0.24% | +2.23% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 11.59% | +0.29% | -5.88% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.46% | -0.56% | -1.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.47% | -0.38% | -1.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.61% | -0.11% | -0.35% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 6.60% | -0.36% | -0.09% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.62% | +0.54% | +1.19% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 4.25% | -0.42% | -3.94% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.81% | -0.11% | +7.41% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-其他 | 3.38% | +0.09% | +27.12% | |
| 11 | DFAT | Dimensional US Target Value | ETF-其他 | 2.49% | +0.04% | -2.21% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.46% | +0.35% | +12.24% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.38% | -0.04% | -1.11% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.20% | +0.04% | -0.06% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.79% | +0.24% | +4.14% | |
| 16 | DFIC | Dimensional International Co | ETF-其他 | 1.36% | -0.05% | +5.88% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.26% | — | +1.32% | |
| 18 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.13% | +0.23% | +20.49% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.09% | -0.07% | -3.17% | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 1.05% | +0.05% | +25.30% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.79% | +0.08% | +4.84% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.79% | +0.03% | +7.06% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.67% | -0.05% | -1.76% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.62% | +0.06% | +5.86% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.52% | -0.03% | -0.11% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.39% | -0.02% | +6.07% | |
| 27 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.32% | -0.02% | -0.56% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.28% | +0.01% | +0.92% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.25% | — | -3.75% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | -0.03% | +1.57% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | -0.02% | +22.54% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.20% | -0.03% | -1.74% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | — | +3.95% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.16% | — | -2.13% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.14% | — | -12.30% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.12% | — | -2.79% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.11% | — | -5.62% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.11% | -0.01% | +10.88% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.11% | -0.01% | -30.00% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.11% | — | -1.77% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.10% | — | -0.15% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.10% | — | +2.96% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.10% | — | +12.89% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.09% | -0.01% | +15.10% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.09% | — | +0.94% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.09% | — | +43.75% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.09% | -0.01% | -6.90% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.09% | — | -2.82% | |
| 49 | PRK | Park National CORP | 股票-其他 | 0.08% | — | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.08% | — | -6.55% |