| 1 | QNCX | Quince Therapeutics, Inc. | 股票-其他 | 43.18% | — | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 9.83% | — | — | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 8.94% | — | — | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.96% | — | — | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 6.38% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.58% | — | — | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.02% | — | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.66% | — | — | |
| 9 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.71% | — | — | |
| 10 | TME | Tencent Music Entertainm-adr | 股票-通信服务 | 1.24% | — | — | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.80% | — | — | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.69% | — | — | |
| 13 | ✓ | | 股票-其他 | 0.58% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | — | |
| 15 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.46% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | — | |
| 20 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.41% | — | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.33% | — | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.28% | — | — | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.27% | — | — | |
| 25 | UBER | Uber Technologies INC | 股票-工业 | 0.24% | — | — | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.23% | — | — | |
| 27 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.23% | — | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.17% | — | — | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.16% | — | — | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.15% | — | — | |
| 31 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.14% | — | — | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.14% | — | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.09% | — | — | |
| 34 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.08% | — | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.07% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.07% | — | — | |
| 37 | BL | Blackline INC | 股票-科技 | 0.07% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.06% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.06% | — | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.06% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | — | — | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.05% | — | — | |