| 1 | ZM | Zoom Communications INC | 股票-科技 | 70.34% | — | — | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 15.17% | — | -14.47% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.97% | — | -16.19% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.23% | — | — | |
| 5 | SNAP | Snap INC - A | 股票-通信服务 | 2.49% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.41% | — | +255.88% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | — | — | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | — | +400.00% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.32% | — | — | |
| 10 | ROST | Ross Stores INC | 股票-周期性消费 | 0.28% | — | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | — | +0.05% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.19% | — | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.15% | — | +209.63% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | — | — | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.07% | — | +56.16% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.04% | — | +18.68% | |
| 17 | AMT | American Tower CORP | 股票-房地产 | 0.03% | — | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.03% | — | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.02% | — | — | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.02% | — | +12.65% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.02% | — | — | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.02% | — | — | |
| 23 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.02% | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.02% | — | — | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.02% | — | — | |
| 26 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.01% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.01% | — | — | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.01% | — | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.01% | — | — | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.01% | — | -37.38% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.01% | — | — | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.01% | — | — | |
| 33 | BIIB | Biogen INC | 股票-医疗保健 | 0.01% | — | — | |
| 34 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 0.01% | — | — | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.01% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.01% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.01% | — | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.01% | — | — | |
| 39 | PXF | Invesco Rafi Developed Marke | ETF-其他 | — | — | — | |
| 40 | PTY | Pimco Corporate & Income Opp | 股票-其他 | — | — | — | |
| 41 | PCN | Pimco Corporate & Income Str | 股票-其他 | — | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | — | — | — | |
| 43 | CAT | Caterpillar INC | 股票-工业 | — | — | — | |
| 44 | KBR | Kbr INC | 股票-工业 | — | — | — | |
| 45 | AVGO | Broadcom INC | 股票-科技 | — | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | — | — | — | |
| 47 | IYM | Ishares U.s. Basic Materials | ETF-其他 | — | — | — | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | — | — | — | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | — | — | — | |
| 50 | MRNA | Moderna INC | 股票-医疗保健 | — | — | — | |