CIK: 0001776290
申報總市值
US$28.9億
僅顯示前 200 大持股（共 254 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 | 10.01% | -0.60% | -0.36% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.61% | — | +11.71% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.28% | -0.01% | +1.39% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.19% | — | +21.69% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.53% | +0.26% | +7.55% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.26% | -0.31% | +8.33% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.19% | -0.52% | +23.55% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.79% | -0.09% | -3.05% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 3.17% | -0.11% | +8.87% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.05% | -0.22% | +3.37% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.19% | -0.02% | -10.38% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.99% | +0.01% | +10.50% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.94% | -0.27% | -1.15% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.29% | +1.78% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.81% | +0.38% | -4.02% | |
| 16 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.55% | -0.21% | +2.78% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.50% | — | -3.77% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.17% | — | -2.10% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.94% | +0.07% | +30.83% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | — | +4.66% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | — | -14.93% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +4.45% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | — | -3.53% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | -0.52% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | +5.37% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.60% | +0.04% | +271.88% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | +0.04% | +6.82% | |
| 28 | AVDE | Avantis International Equity | ETF-其他 | 0.57% | +0.10% | +350.62% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | +0.04% | -1.31% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | -3.01% | |
| 31 | HFFG | Hf Foods Group INC | 股票-其他 | 0.51% | — | — | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | — | +9.33% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.50% | — | +0.88% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.50% | — | -10.62% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | — | +13.74% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.06% | +23.65% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | — | -1.18% | |
| 38 | AIT | Applied Industrial Tech INC | 股票-工業 | 0.36% | — | -7.61% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.05% | -10.38% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.35% | — | -9.72% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.34% | — | +235.90% | |
| 42 | ZTS | Zoetis INC | 股票-醫療保健 | 0.34% | — | -5.71% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.33% | +0.02% | +4.80% | |
| 44 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.33% | — | +226.38% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.31% | +0.16% | -11.15% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | +2.39% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | +5.32% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.28% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.28% | — | -16.87% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | +0.02% | -0.47% |