| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 17.17% | -0.75% | +34.94% | |
| 2 | DFAT | Dimensional US Target Value | ETF-其他 | 7.54% | -0.27% | +56.82% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 6.96% | -0.31% | +27.79% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.56% | -1.43% | — | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-其他 | 4.50% | -0.10% | +0.63% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.02% | +3.42% | +1.90% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.17% | +0.34% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.27% | — | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.56% | -0.43% | +64.07% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.20% | — | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.44% | — | +8.93% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.41% | +1.43% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | -0.13% | — | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.25% | -0.31% | +25.88% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.41% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | — | — | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | — | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.72% | +0.11% | — | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.69% | +0.25% | — | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | — | — | |
| 22 | SUB | Ishares Short-term National | ETF-其他 | 0.66% | — | — | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.65% | -0.05% | +41.84% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.57% | — | — | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.56% | — | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | — | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.54% | — | +31.19% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.54% | — | +0.45% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | — | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | — | +8.33% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | — | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.49% | -0.10% | +511.68% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.49% | — | — | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.48% | -0.36% | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | — | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.45% | — | +89.61% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | — | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.37% | — | — | |
| 43 | TSLA | Tesla INC | 股票-循環性消費 | 0.35% | — | +2.77% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | — | |
| 45 | ABSI | Absci CORP | 股票-其他 | 0.33% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.33% | — | — | |
| 47 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.32% | -0.23% | — | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.32% | — | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | — | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.31% | — | — | |