CIK: 0001812090
申報總市值
US$50.9億
僅顯示前 200 大持股（共 1181 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 3.62% | — | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | — | -19.91% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.76% | — | -14.43% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | — | -16.79% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.80% | — | +240.77% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.70% | — | -18.25% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | — | -23.81% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.19% | — | +0.47% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 1.12% | — | — | |
| 10 | DFSD | Dimensional Short Duration | ETF-其他 | 1.07% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | — | -27.49% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.04% | — | — | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 1.02% | — | +10964.94% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | — | +1.99% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.01% | — | +6628.49% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.96% | — | +9.79% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | -25.30% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.86% | — | -14.68% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.85% | — | -15.38% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.82% | — | -4.10% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.80% | — | — | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.79% | — | +12.08% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | +25.71% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -6.43% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.74% | — | -16.05% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | +256.60% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.72% | — | +1344.47% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | — | +173.42% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.63% | — | -0.78% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.61% | — | +7.68% | |
| 31 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-大型股與成長 | 0.61% | — | +7.14% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.57% | — | +9.65% | |
| 33 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.56% | +0.01% | — | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.55% | — | -13.94% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.54% | — | +11.06% | |
| 36 | CLS | Celestica INC | 股票-科技 | 0.53% | — | -0.73% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.53% | — | +9.16% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | -33.55% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.49% | — | +6.62% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | — | +76.70% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | — | +31.14% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +8.12% | |
| 43 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.46% | — | — | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | -26.85% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | — | -29.04% | |
| 46 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.44% | — | +118.99% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.41% | — | +89.31% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | — | -1.41% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | — | -25.42% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | -23.61% |