| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 27.48% | — | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.62% | — | — | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 8.02% | — | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.72% | — | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.15% | — | — | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 4.47% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.40% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.16% | — | — | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.24% | — | — | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.23% | — | — | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.17% | — | — | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.88% | — | — | |
| 13 | EWC | Ishares Msci Canada ETF | ETF-其他 | 2.85% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | — | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.83% | — | — | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.74% | — | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.20% | — | — | |
| 18 | GOOG | Alphabet A | 股票-通信服务 | 1.18% | — | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.96% | — | — | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.92% | — | — | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.89% | — | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.41% | — | — | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | — | — | |
| 24 | CROX | Crocs INC | 股票-周期性消费 | 0.33% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.18% | — | — | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.17% | — | — | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.15% | — | — | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | — | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.11% | — | — | |
| 30 | ✓ | | 股票-其他 | 0.09% | — | — | |