| 1 | META | Meta Platforms Inc-class A | 股票-通信服务 | 42.27% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 22.75% | — | +196.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.89% | — | -1.39% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.44% | — | — | |
| 5 | SOFI | Sofi Technologies INC | 股票-金融 | 5.06% | — | — | |
| 6 | ABCL | Abcellera Biologics INC | 股票-其他 | 2.44% | — | — | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.30% | — | +17437.00% | |
| 8 | RUN | Sunrun INC | 股票-科技 | 0.77% | — | — | |
| 9 | ROST | Ross Stores INC | 股票-周期性消费 | 0.70% | — | — | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.66% | — | — | |
| 11 | ZM | Zoom Communications INC | 股票-科技 | 0.66% | — | +137.83% | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | — | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.53% | — | — | |
| 14 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.38% | — | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 0.34% | — | — | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | — | — | |
| 17 | MUJ | Blackrock Munihold Nj Qlty | 股票-其他 | 0.23% | — | — | |
| 18 | TEAM | Atlassian Corporation | 股票-科技 | 0.16% | — | — | |
| 19 | ADBE | Adobe INC | 股票-科技 | 0.14% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.13% | — | -23.79% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.11% | — | — | |
| 22 | ✓ | | 股票-其他 | 0.11% | — | — | |
| 23 | AMT | American Tower CORP | 股票-房地产 | 0.07% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.07% | — | +10.17% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.06% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.06% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.06% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.06% | — | — | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.05% | — | — | |
| 30 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.05% | — | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.05% | — | — | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.04% | — | — | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.04% | — | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.04% | — | +30.86% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.03% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.03% | — | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.03% | — | +49.46% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.02% | — | -33.33% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.02% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.02% | — | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.02% | — | — | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.02% | — | — | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.02% | — | — | |
| 44 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.02% | — | — | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.02% | — | — | |
| 46 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.01% | — | — | |
| 47 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.01% | — | — | |
| 48 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.01% | — | -71.62% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.01% | — | — | |
| 50 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.01% | — | — | |