| 1 | PFE | Pfizer INC | 股票-医疗保健 | 7.37% | — | — | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 7.08% | — | — | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 5.65% | — | — | |
| 4 | ISDXEUR | Invesco Rafi Strategic Deve | ETF-其他 | 5.48% | — | — | |
| 5 | CMBS | Ishares Cmbs ETF | ETF-其他 | 4.33% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 4.31% | +1.09% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.56% | — | — | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-其他 | 3.14% | — | — | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.11% | — | — | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.78% | -0.31% | — | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.38% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | +16.81% | NEW | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -3.35% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.68% | -1.82% | — | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.38% | — | — | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.36% | — | — | |
| 17 | WPC | Wp Carey INC | 股票-房地产 | 1.33% | -0.20% | EXIT | |
| 18 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 1.12% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | — | |
| 20 | PLD | Prologis INC | 股票-房地产 | 1.00% | — | — | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.99% | — | — | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.82% | — | — | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.82% | — | — | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.52% | — | |
| 25 | SYY | Sysco CORP | 股票-非周期性消费 | 0.76% | — | — | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.76% | — | — | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.74% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | — | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.48% | — | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.60% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | — | |
| 34 | SBR | Sabine Royalty Trust | 股票-其他 | 0.56% | — | — | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | -0.42% | — | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | — | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | — | — | |
| 38 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.51% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.50% | — | — | |
| 41 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.50% | — | — | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | — | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.47% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | — | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.44% | — | — | |
| 46 | HES | Hess CORP | 股票-其他 | 0.43% | — | — | |
| 47 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.43% | — | — | |
| 48 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.41% | — | — | |
| 49 | VTRS | Viatris INC | 股票-医疗保健 | 0.41% | — | — | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.41% | — | — | |