| 1 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 23.54% | -0.04% | +0.19% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 19.63% | -1.16% | +0.13% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 6.61% | +0.02% | +0.18% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.24% | +0.03% | -0.02% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.90% | +0.20% | +0.85% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.59% | -2.50% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.56% | +0.18% | +0.07% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 2.55% | +0.06% | +0.19% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.54% | -0.13% | -0.08% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.48% | +0.04% | +0.33% | |
| 11 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.44% | — | +20.74% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 2.32% | -0.06% | +0.34% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.25% | -0.05% | — | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.17% | -0.04% | -0.17% | |
| 15 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 1.61% | — | +0.09% | |
| 16 | DFSD | Dimensional Short Duration | ETF-其他 | 1.25% | +0.87% | — | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.00% | — | +5.25% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.18% | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.82% | -0.04% | — | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.64% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.13% | -0.17% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.61% | — | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.53% | +0.40% | — | |
| 24 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.52% | — | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | -0.62% | — | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.41% | +0.26% | +0.88% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.40% | — | +14.17% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.40% | -0.02% | +0.32% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.37% | — | — | |
| 30 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 0.35% | — | — | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.34% | — | — | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.31% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | -0.03% | — | |
| 34 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.29% | -0.14% | EXIT | |
| 35 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.27% | — | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | — | |
| 37 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.25% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | -0.03% | — | |
| 39 | WDAY | Workday Inc-class A | 股票-科技 | 0.24% | -0.05% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.24% | -0.01% | — | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.23% | +0.03% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.21% | — | — | |
| 43 | HON | Honeywell International INC | 股票-工業 | 0.19% | — | — | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.18% | — | — | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.18% | — | — | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.17% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.17% | -0.09% | EXIT | |
| 48 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.17% | — | — | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.16% | -0.02% | — | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.15% | — | — | |