| 1 | VTV | Vanguard Value ETF | ETF-其他 | 15.44% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 11.47% | — | — | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 7.70% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.01% | — | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.18% | — | — | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.16% | — | — | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.99% | — | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.99% | — | — | |
| 11 | GS | Goldman Sachs Group INC | 股票-金融 | 1.46% | — | — | |
| 12 | PFE | Pfizer INC | 股票-医疗保健 | 1.43% | — | — | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.39% | — | — | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.36% | — | — | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.29% | — | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.25% | — | — | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.22% | — | — | |
| 18 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.21% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | — | — | |
| 21 | SPG | Simon Property Group INC | 股票-房地产 | 1.05% | — | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | — | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 1.04% | — | — | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.03% | — | — | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.00% | — | — | |
| 26 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-其他 | 0.98% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.96% | — | — | |
| 28 | BOX | Box INC - Class A | 股票-科技 | 0.94% | — | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.93% | — | — | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.92% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | — | — | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | — | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 0.79% | — | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.78% | — | — | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.76% | — | — | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | — | — | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | — | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | — | — | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | — | — | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.66% | — | — | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | — | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.55% | — | — | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.54% | — | — | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | — | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.50% | — | — | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.49% | — | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | — | |
| 49 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 0.45% | — | — | |
| 50 | U | Unity Software INC | 股票-科技 | 0.38% | — | — | |