| 1 | META | Meta Platforms Inc-class A | 股票-通信服务 | 40.41% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 25.75% | — | -6.52% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.56% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.22% | — | — | |
| 5 | SOFI | Sofi Technologies INC | 股票-金融 | 3.00% | — | -38.23% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.35% | — | — | |
| 7 | COMP | Compass INC - Class A | 股票-房地产 | 1.99% | — | — | |
| 8 | ABCL | Abcellera Biologics INC | 股票-其他 | 1.68% | — | — | |
| 9 | ROST | Ross Stores INC | 股票-周期性消费 | 0.71% | — | — | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | — | — | |
| 11 | RUN | Sunrun INC | 股票-科技 | 0.58% | — | — | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.54% | — | — | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | — | |
| 14 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.46% | — | — | |
| 15 | ZM | Zoom Communications INC | 股票-科技 | 0.45% | — | — | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.41% | — | — | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.33% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.14% | — | — | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.12% | — | — | |
| 20 | AMT | American Tower CORP | 股票-房地产 | 0.08% | — | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 0.07% | — | +6.85% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.07% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.06% | — | — | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.05% | — | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.05% | — | — | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.05% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.04% | — | — | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.04% | — | -29.36% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.04% | — | — | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.04% | — | — | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.04% | — | — | |
| 32 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.04% | — | -16.01% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.04% | — | — | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.03% | — | — | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.03% | — | +48.34% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.02% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.02% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.02% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.02% | — | — | |
| 40 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.02% | — | — | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.02% | — | — | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.02% | — | — | |
| 43 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.01% | — | — | |
| 44 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.01% | — | — | |
| 45 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.01% | — | — | |
| 46 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.01% | — | +40.57% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.01% | — | +104.55% | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.01% | — | — | |
| 49 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.01% | — | — | |
| 50 | VAW | Vanguard Materials ETF | ETF-其他 | 0.01% | — | +8.96% | |