CIK: 0001776290
申報總市值
US$28.9億
僅顯示前 200 大持股（共 232 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 | 10.63% | -0.60% | +0.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.24% | — | +16.10% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.55% | -0.01% | +0.09% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.40% | — | +28.56% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.59% | +0.26% | +20.63% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.21% | -0.31% | +2.85% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.09% | -0.09% | -2.38% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.59% | -0.52% | +25.22% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 3.13% | -0.11% | +19.67% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.22% | -0.15% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.59% | -0.02% | -1.16% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.11% | +0.38% | +12.54% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.11% | -0.27% | -3.09% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.97% | +0.01% | +9.63% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.29% | +2.60% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.61% | — | -3.89% | |
| 17 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.60% | -0.21% | +0.69% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.27% | — | -0.26% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.10% | — | -4.96% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | +40.82% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | -1.36% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | — | +4.61% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.83% | — | +3.66% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | +1.69% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.74% | +0.07% | +41.70% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 0.64% | — | -9.70% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.61% | +0.04% | +0.10% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | +0.04% | -0.84% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.54% | — | +17.44% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.51% | — | +12.80% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | — | +0.95% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | +0.05% | +2.18% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | -5.99% | |
| 34 | HFFG | Hf Foods Group INC | 股票-其他 | 0.45% | — | -10.06% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.43% | — | -1.82% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.41% | — | -0.11% | |
| 37 | AIT | Applied Industrial Tech INC | 股票-工業 | 0.41% | — | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | +0.16% | +18.47% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.39% | — | -25.09% | |
| 40 | ZTS | Zoetis INC | 股票-醫療保健 | 0.38% | — | -11.10% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.35% | +0.06% | +1.54% | |
| 42 | AMGN | Amgen INC | 股票-醫療保健 | 0.35% | +0.02% | -0.56% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | +10.06% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.31% | -0.02% | -2.66% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.30% | — | -6.15% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.29% | +0.02% | — | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.29% | — | +1207.14% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.29% | — | +199.23% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | -0.27% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.27% | — | -3.31% |