| 1 | DGSIX | Dfa Glbl All 60/40 Port-inst | 股票-其他 | 13.91% | — | — | |
| 2 | DGEIX | Dfa Global Equity Port-inst | 股票-其他 | 7.35% | — | — | |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 4.16% | — | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.93% | -0.91% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.68% | +0.18% | — | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.67% | +0.36% | — | |
| 7 | DURPX | Dfa US High Relat Profit-ins | 股票-其他 | 2.62% | — | — | |
| 8 | DFQTX | Dfa US Core Eqty 2 Port-inst | 股票-其他 | 2.31% | — | — | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-其他 | 2.28% | +0.13% | — | |
| 10 | DFAT | Dimensional US Target Value | ETF-其他 | 2.17% | +0.19% | — | |
| 11 | DFEOX | Dfa US Core Eqty 1 Port-inst | 股票-其他 | 1.86% | — | — | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.86% | +0.41% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.83% | +0.09% | — | |
| 14 | DGTSX | Dfa Glbl All 25/75 Port-i | 股票-其他 | 1.83% | — | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.74% | +0.05% | — | |
| 16 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | 股票-其他 | 1.73% | — | — | |
| 17 | DFAPX | Dfa Investment Grade Port | 股票-其他 | 1.61% | — | — | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.38% | +0.08% | — | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.22% | +0.19% | — | |
| 20 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 1.20% | — | — | |
| 21 | DIHRX | Dfa Intl Hi Relat Profit-ins | 股票-其他 | 1.17% | — | — | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.09% | — | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.03% | -0.23% | — | |
| 24 | VBIAX | Vanguard Balanced Index-adm | 股票-其他 | 1.03% | — | — | |
| 25 | PIMIX | Pimco Income Fund-ins | 股票-其他 | 1.02% | — | — | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.01% | — | — | |
| 27 | DUSQX | Dfa US Large Cap Equity-ins | 股票-其他 | 0.94% | — | — | |
| 28 | DFIV | Dimensional International Va | ETF-其他 | 0.89% | — | — | |
| 29 | VWIAX | Vanguard Wellesley Inc-adm | 股票-其他 | 0.84% | — | — | |
| 30 | DFGFX | Dfa 2-yr Glbl Fixed INC Port | 股票-其他 | 0.75% | — | — | |
| 31 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 0.74% | — | — | |
| 32 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.71% | — | — | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | +0.67% | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.61% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | +0.08% | — | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.57% | +0.05% | — | |
| 37 | AMRFX | Amer Fnds Mutual Fnd-f2 | 股票-其他 | 0.56% | — | — | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.54% | +0.09% | — | |
| 39 | DODIX | Dodge & Cox Income-i | 股票-其他 | 0.52% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | — | |
| 41 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.42% | — | — | |
| 42 | DFLVX | Dfa US Lrg Cap Val Port-inst | 股票-其他 | 0.41% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | — | — | |
| 45 | DGCB | Dimensional Global Credit | ETF-其他 | 0.37% | — | — | |
| 46 | SCHW 5 05-16-24 | Charles Schwab Bank Ssb | 股票-金融 | 0.36% | — | — | |
| 47 | VWALX | Vanguard H/y Tax Exmpt-adm | 股票-其他 | 0.33% | — | — | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | — | — | |
| 49 | DFIEX | International Core Equity 2 | 股票-其他 | 0.30% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | — | — | |