| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 52.28% | — | +0.91% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 15.64% | — | +0.95% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 10.80% | — | +6.53% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.13% | — | +3.55% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.14% | — | -3.17% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.80% | — | +6.63% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.64% | — | +13.31% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.46% | — | +0.81% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.75% | — | -25.43% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.50% | — | +4.78% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | — | +4.02% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 0.31% | — | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.26% | — | +62.57% | |
| 14 | ACN | Accenture plc | 股票-科技 | 0.24% | — | +2.59% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.24% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | — | +12.11% | |
| 17 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.19% | — | -49.17% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.15% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.15% | — | +5.80% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.12% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | +13.64% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.11% | — | — | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.09% | — | — | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.09% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.08% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.08% | — | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.08% | — | — | |