| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 22.32% | — | +13.32% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 14.22% | — | -8.61% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 12.78% | — | -24.22% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 7.38% | — | +3.53% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工業 | 5.73% | — | -0.00% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 4.76% | — | +132.49% | |
| 7 | DFIC | Dimensional International Co | ETF-其他 | 4.09% | — | — | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.37% | — | — | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 3.08% | — | +109.85% | |
| 10 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 2.60% | — | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.34% | — | — | |
| 12 | CMF | Ishares California Muni Bond | ETF-其他 | 2.06% | — | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.82% | — | +41.05% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.45% | — | -3.94% | |
| 15 | NXDR | Nextdoor Holdings INC | 股票-其他 | 1.09% | — | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | +0.27% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.59% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | -8.65% | |
| 20 | DFAI | Dimensional International Co | ETF-其他 | 0.56% | — | -79.79% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | — | — | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | — | +3.91% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | +30.39% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.43% | — | — | |
| 26 | REET | Ishares Global Reit ETF | ETF-其他 | 0.42% | — | -11.84% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.36% | — | — | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.29% | — | -27.52% | |
| 29 | TSLA | Tesla INC | 股票-循環性消費 | 0.26% | — | -0.30% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.22% | — | -0.55% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.21% | — | -36.61% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | — | +23.54% | |
| 33 | CSX | Csx CORP | 股票-工業 | 0.18% | — | -0.02% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.17% | — | — | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.16% | — | — | |
| 36 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.15% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | — | -17.31% | |
| 38 | EB4 | Eventbrite Inc-class A | 股票-其他 | 0.14% | — | — | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.13% | — | +1.10% | |
| 40 | ACCDUSD | Accolade INC | 股票-其他 | 0.12% | — | — | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.12% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | — | +17.57% | |
| 43 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.12% | — | +40.82% | |
| 44 | UPWK | Upwork INC | 股票-其他 | 0.11% | — | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.11% | — | -3.33% | |
| 46 | TDOC | Teladoc Health INC | 股票-醫療保健 | 0.10% | — | — | |
| 47 | DASH | Doordash INC - A | 股票-循環性消費 | 0.10% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.10% | — | +1682.22% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.10% | — | — | |
| 50 | 8DT | Squarespace INC - Class A | 股票-其他 | 0.10% | — | — | |