| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 7.33% | — | -0.21% | |
| 2 | MSCI | Msci INC | 股票-金融 | 6.83% | — | — | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.74% | — | +6.56% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.80% | — | -1.22% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.02% | — | -1.05% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.86% | — | -2.08% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.70% | — | -1.70% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.77% | — | -0.74% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.74% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.57% | — | +0.62% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.49% | — | -1.19% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.34% | — | -0.99% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.09% | — | +5.23% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.03% | — | +1.86% | |
| 15 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.78% | — | -1.37% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.60% | — | +5.14% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.45% | — | -4.08% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.43% | — | -8.17% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.40% | — | -0.25% | |
| 20 | BX | Blackstone INC | 股票-金融 | 1.36% | — | — | |
| 21 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 1.25% | — | +33.58% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.24% | — | -9.50% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.15% | — | +1.57% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.14% | — | +9.86% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.10% | — | +2.42% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | — | +0.25% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | +0.43% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | -3.02% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.85% | — | +3.02% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.81% | — | +5.99% | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.81% | — | +0.14% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.80% | — | +5.01% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.79% | — | -9.61% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.73% | — | -0.42% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.71% | — | -2.08% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | — | +2.47% | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.69% | — | +154.49% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.65% | — | +0.91% | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.64% | — | +6.77% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -0.67% | |
| 41 | DFIV | Dimensional International Va | ETF-其他 | 0.63% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -0.10% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.60% | — | +0.52% | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.59% | — | +8.11% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.58% | — | +1.86% | |
| 46 | ISCF | Ishares International Small | ETF-其他 | 0.58% | — | -6.28% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.49% | — | +1.40% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | +2.23% | |
| 49 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.47% | — | -13.50% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.43% | — | +30.06% | |