| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 15.26% | — | — | |
| 2 | DGCB | Dimensional Global Credit | ETF-其他 | 7.66% | — | — | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 5.37% | — | — | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-其他 | 3.75% | — | — | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 3.71% | — | — | |
| 6 | DFIC | Dimensional International Co | ETF-其他 | 3.65% | — | — | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.64% | — | — | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.97% | — | — | |
| 9 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.26% | — | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.97% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | — | — | |
| 12 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.67% | — | — | |
| 13 | DFSD | Dimensional Short Duration | ETF-其他 | 1.64% | — | — | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.62% | — | +150.71% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | — | +3941.62% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.50% | — | +1396.23% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.39% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -1.44% | +130.22% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +1.28% | -40.54% | |
| 20 | DISV | Dimensional International Sm | ETF-其他 | 1.21% | — | — | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.21% | — | — | |
| 22 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 1.21% | — | — | |
| 23 | DIHP | Dimensional International Hi | ETF-其他 | 1.15% | — | — | |
| 24 | UPS | United Parcel Service-cl B | 股票-工業 | 1.10% | — | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | -1.43% | +9.11% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.92% | — | — | |
| 27 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.79% | — | — | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.78% | — | — | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.68% | -1.53% | +31.49% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.63% | — | — | |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 0.62% | — | — | |
| 33 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.61% | — | — | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.60% | — | — | |
| 35 | UDEC | Innovator U.s. Equity Ultra | ETF-其他 | 0.60% | — | — | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | — | — | |
| 37 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.54% | — | — | |
| 38 | CGGO | Cap Group Global Growth | ETF-其他 | 0.54% | — | — | |
| 39 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.53% | — | — | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.48% | — | — | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.46% | — | — | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.46% | — | — | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.41% | -0.26% | EXIT | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.35% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.35% | — | — | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.33% | — | — | |
| 48 | CGUS | Cap Group Core Equity | ETF-其他 | 0.33% | — | — | |
| 49 | ZAUG | Innov Eq Protect ETF - 1 Aug | ETF-其他 | 0.32% | — | — | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.32% | -0.77% | -12.98% | |