| 1 | BND | Vanguard Total Bond Market | ETF-其他 | 22.24% | -0.62% | — | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 19.41% | -1.16% | — | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 6.62% | +0.02% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.95% | +0.03% | — | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.70% | +0.20% | — | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.67% | -2.50% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.62% | +0.18% | — | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 2.62% | +0.06% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.25% | +0.04% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.12% | -0.13% | — | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 2.06% | -0.06% | — | |
| 12 | DFSD | Dimensional Short Duration | ETF-其他 | 1.82% | +0.87% | — | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.75% | -0.04% | — | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.72% | -0.04% | — | |
| 15 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 1.43% | — | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.41% | -0.05% | — | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.17% | +0.40% | — | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.06% | — | — | |
| 19 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 0.81% | +1.10% | — | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.77% | +0.74% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.13% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.39% | — | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.18% | — | |
| 24 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.67% | — | — | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.04% | — | |
| 26 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.54% | — | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.49% | — | — | |
| 28 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.49% | — | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.45% | +0.39% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | +0.27% | — | |
| 31 | DFIC | Dimensional International Co | ETF-其他 | 0.41% | +0.27% | — | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.40% | +0.26% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.38% | — | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | -0.02% | — | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.31% | +0.03% | — | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | — | — | |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.29% | — | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.26% | — | — | |
| 39 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 0.26% | — | — | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.25% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.24% | -0.03% | — | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.24% | -0.02% | — | |
| 43 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.23% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | -0.03% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | -0.01% | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.21% | — | — | |
| 47 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.21% | -0.14% | EXIT | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.18% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.17% | +0.12% | — | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.17% | +0.13% | — | |