| 1 | DFAT | Dimensional US Target Value | ETF-其他 | 22.01% | -0.12% | — | |
| 2 | DISV | Dimensional International Sm | ETF-其他 | 17.13% | -0.04% | — | |
| 3 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 15.34% | +0.28% | — | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 4.06% | -0.05% | — | |
| 5 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 3.90% | -0.13% | — | |
| 6 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 3.89% | +0.06% | — | |
| 7 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 3.79% | — | — | |
| 8 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 3.70% | +0.11% | — | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 3.66% | +0.17% | — | |
| 10 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 3.66% | -0.08% | — | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 3.61% | +0.03% | — | |
| 12 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 3.16% | +0.34% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.77% | -0.18% | — | |
| 14 | BSCY | Invesco Bulletshares 2034 Cb | ETF-其他 | 1.45% | +0.38% | — | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | — | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.60% | +0.03% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | -0.05% | — | |
| 18 | DFIC | Dimensional International Co | ETF-其他 | 0.42% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.27% | -0.05% | — | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.26% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.24% | +0.01% | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.23% | — | — | |
| 23 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 0.19% | — | — | |
| 24 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.18% | — | — | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.17% | -0.01% | — | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.17% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | +0.03% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.16% | -0.03% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.08% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.14% | — | — | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.14% | — | — | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.13% | -0.01% | — | |
| 33 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.12% | — | — | |
| 34 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.12% | -0.02% | — | |
| 35 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.11% | — | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.10% | -0.02% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.09% | — | — | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.09% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.09% | -0.07% | — | |
| 40 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.09% | -0.09% | — | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.08% | — | — | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.08% | -0.02% | — | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.08% | — | — | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.08% | -0.08% | EXIT | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.08% | -0.05% | — | |
| 46 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.07% | -0.07% | EXIT | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | -0.02% | — | |
| 48 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.07% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.07% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.07% | -0.02% | — | |