| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 23.27% | +2.56% | — | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 13.81% | -3.65% | — | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 6.21% | -5.87% | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.89% | — | — | |
| 5 | DHR | Danaher CORP | 股票-医疗保健 | 5.62% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.68% | +0.30% | — | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.36% | +3.18% | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.29% | +0.28% | — | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.99% | +0.34% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.82% | +0.08% | — | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.68% | -0.59% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | — | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.42% | +0.38% | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.37% | +0.14% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | +0.20% | — | |
| 16 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.29% | +0.08% | — | |
| 17 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 1.24% | — | — | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.06% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | +0.20% | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.91% | — | — | |
| 21 | VLTO | Veralto CORP | 股票-工业 | 0.84% | — | — | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.79% | — | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.72% | +0.12% | — | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.70% | -0.66% | — | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.66% | +0.11% | — | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.63% | — | — | |
| 27 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.61% | — | — | |
| 28 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.58% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | +0.14% | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.52% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | +0.58% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | — | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.34% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | -2.89% | — | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | +0.13% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | — | — | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | — | |
| 43 | FTV | Fortive CORP | 股票-科技 | 0.35% | — | — | |
| 44 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.33% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.31% | — | — | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.30% | +0.34% | — | |
| 48 | REET | Ishares Global Reit ETF | ETF-其他 | 0.28% | — | — | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.28% | — | — | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | — | — | |