| 1 | META | Meta Platforms Inc-class A | 股票-通信服务 | 55.78% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.14% | — | -8.33% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 12.60% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 10.00% | — | +25.75% | |
| 5 | ROST | Ross Stores INC | 股票-周期性消费 | 1.19% | — | — | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.96% | — | -14.89% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | — | -19.63% | |
| 8 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.80% | — | — | |
| 9 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.61% | — | — | |
| 10 | ZM | Zoom Communications INC | 股票-科技 | 0.52% | — | -99.67% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | -10.50% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.22% | — | -13.14% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.17% | — | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.11% | — | — | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.11% | — | +10.67% | |
| 16 | AMT | American Tower CORP | 股票-房地产 | 0.10% | — | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.08% | — | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.08% | — | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.07% | — | — | |
| 20 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.07% | — | +5.28% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.07% | — | — | |
| 22 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.06% | — | — | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.06% | — | +69.36% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.06% | — | — | |
| 25 | INDA | Ishares Msci India ETF | ETF-其他 | 0.06% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.05% | — | +66.27% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.05% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.05% | — | — | |
| 29 | DBA | Invesco Db Agriculture Fund | ETF-其他 | 0.05% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.05% | — | — | |
| 31 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.04% | — | +4.70% | |
| 32 | XLB | Ss Materials Select Sector | ETF-其他 | 0.03% | — | — | |
| 33 | PPLT | Abrdn Physical Platinum Shrs | ETF-避险与商品 | 0.03% | — | — | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.03% | — | — | |
| 35 | ✓ | ETF Managers Tr | 股票-其他 | 0.03% | — | +4.12% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.03% | — | +32.98% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.03% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.03% | — | — | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.02% | — | — | |
| 40 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.02% | — | — | |
| 41 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.02% | — | — | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.02% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.02% | — | — | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.02% | — | — | |
| 45 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.02% | — | — | |
| 46 | DBB | Invesco Db Base Metals Fund | ETF-其他 | 0.01% | — | -8.05% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.01% | — | — | |
| 48 | VAW | Vanguard Materials ETF | ETF-其他 | 0.01% | — | +42.55% | |
| 49 | EWS | Ishares Msci Singapore ETF | ETF-其他 | 0.01% | — | — | |
| 50 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.01% | — | — | |