| 1 | UBER | Uber Technologies INC | 股票-工業 | 13.15% | — | — | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 8.26% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.40% | — | — | |
| 4 | UPST | Upstart Holdings INC | 股票-金融 | 4.39% | — | — | |
| 5 | ✓ | 1life Healthcare INC | 股票-其他 | 4.38% | — | — | |
| 6 | BXSL | Blackstone Secured Lending F | 股票-金融 | 3.80% | — | — | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.66% | — | — | |
| 8 | DFAI | Dimensional International Co | ETF-其他 | 3.18% | — | — | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 3.14% | — | — | |
| 10 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 2.88% | — | — | |
| 11 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.69% | — | — | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 2.69% | — | — | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.21% | — | — | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.21% | — | — | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.06% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 2.05% | — | — | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 1.79% | — | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.73% | — | — | |
| 19 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.56% | — | — | |
| 20 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 1.46% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | — | — | |
| 22 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 1.03% | — | — | |
| 23 | LPRO | Open Lending CORP | 股票-其他 | 0.92% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | — | — | |
| 25 | PD | Pagerduty INC | 股票-其他 | 0.84% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | — | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | — | |
| 28 | DFIV | Dimensional International Va | ETF-其他 | 0.76% | — | — | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.74% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | — | — | |
| 33 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.63% | — | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.56% | — | — | |
| 35 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.56% | — | — | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.56% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | — | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.48% | — | — | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.45% | — | — | |
| 41 | OZK | Bank Ozk | 股票-金融 | 0.44% | — | — | |
| 42 | BOX | Box INC - Class A | 股票-科技 | 0.42% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | — | |
| 44 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.40% | — | — | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | — | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.36% | — | — | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.34% | — | — | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.33% | — | — | |
| 49 | DFIC | Dimensional International Co | ETF-其他 | 0.31% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |