CIK: 0001776290
申報總市值
US$28.9億
僅顯示前 200 大持股（共 266 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 | 9.41% | -0.60% | -0.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.08% | — | +11.94% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.93% | — | +18.05% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.89% | -0.01% | -0.69% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.63% | -0.52% | +17.04% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.56% | +0.26% | +12.14% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.16% | -0.31% | +5.39% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.43% | -0.09% | -1.63% | |
| 9 | DFAI | Dimensional International Co | ETF-其他 | 3.16% | -0.11% | +9.41% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.52% | -0.22% | +7.74% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.17% | +0.01% | +16.31% | |
| 12 | SYK | Stryker CORP | 股票-醫療保健 | 1.92% | -0.27% | -3.78% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.29% | +0.21% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.59% | +0.38% | +2.60% | |
| 15 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.58% | -0.02% | -22.48% | |
| 16 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.48% | -0.21% | -0.02% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.30% | — | -2.23% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.11% | — | +0.75% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.08% | +0.07% | +28.95% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.97% | — | +13.73% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.95% | +0.04% | +67.22% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +5.66% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 0.77% | +0.10% | +49.16% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +0.17% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -3.37% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.69% | — | -0.96% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | — | -11.76% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.64% | — | +98.58% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | — | +110.37% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | — | +11.88% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.56% | +0.04% | +2.73% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | +0.04% | +4.76% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | — | +9.80% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | — | +7.88% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.45% | — | +0.97% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | -0.95% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.43% | — | +1.93% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.40% | — | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.06% | +8.52% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | — | +46.75% | |
| 41 | AIT | Applied Industrial Tech INC | 股票-工業 | 0.36% | — | — | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.34% | — | +4.20% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.34% | — | -1.93% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.32% | — | +22.75% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.31% | +0.06% | +106.78% | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.31% | +0.02% | +9.71% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.29% | — | +123.41% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | — | +0.40% | |
| 49 | HFFG | Hf Foods Group INC | 股票-其他 | 0.29% | — | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | +0.16% | +6.32% |