CIK: 0001873438
申報總市值
US$6.3億
僅顯示前 200 大持股（共 248 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.70% | -1.25% | +66.46% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.33% | -0.39% | +100.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.42% | +0.06% | +299.64% | |
| 4 | DFIC | Dimensional International Co | ETF-其他 | 2.87% | +0.02% | +165.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.74% | +0.13% | +89.07% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.72% | +0.04% | +56.42% | |
| 7 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.99% | +0.10% | +18.04% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.83% | — | +148.14% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | — | +20.96% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.71% | +0.08% | +215.72% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.71% | +0.10% | +30.49% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.69% | +0.02% | +102.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.43% | +0.01% | +50.72% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.43% | +0.05% | +63.94% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.38% | +0.03% | +123.23% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.37% | — | +58.09% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.23% | +0.03% | +72.46% | |
| 18 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 1.23% | — | +628.93% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | — | +18.78% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.21% | -0.22% | +49.81% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | +0.06% | -23.26% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | — | +130.47% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.04% | +0.15% | +418.19% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.04% | +0.07% | +5.12% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.00% | — | +80.86% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.95% | +0.09% | +668.80% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.89% | — | +84.66% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.86% | +0.05% | +241.26% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.81% | +0.14% | -1.37% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.81% | — | — | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.77% | — | -2.28% | |
| 32 | AESR | Anfield US Equity Sector Rot | ETF-其他 | 0.69% | — | -1.31% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.69% | +0.11% | +111.07% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.65% | +0.08% | — | |
| 35 | TPIF | Timothy Plan Intl ETF | ETF-其他 | 0.65% | — | +4.69% | |
| 36 | DFSD | Dimensional Short Duration | ETF-其他 | 0.63% | -0.59% | +8.10% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.62% | — | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.15% | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.55% | +0.10% | +988.83% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.53% | — | — | |
| 42 | CME | Cme Group INC | 股票-金融 | 0.53% | — | +48.66% | |
| 43 | DFAT | Dimensional US Target Value | ETF-其他 | 0.53% | — | -10.69% | |
| 44 | REET | Ishares Global Reit ETF | ETF-其他 | 0.53% | — | +106.08% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.52% | — | — | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.51% | +0.28% | +83.92% | |
| 47 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.51% | — | +761.34% | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.50% | — | -12.77% | |
| 49 | PTL | Inspire 500 ETF | ETF-其他 | 0.48% | — | +5.46% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.47% | — | -18.84% |