| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 28.48% | — | +16.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 16.33% | — | +17.75% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 10.98% | — | +10.47% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.30% | — | +15.94% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.36% | — | +16.76% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.69% | — | +8.97% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.68% | — | +14.60% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.27% | — | +17.22% | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.91% | — | +9.74% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.88% | — | +12.39% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.46% | — | +23.42% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.42% | — | +12.22% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.77% | — | +0.06% | |
| 14 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 1.68% | — | +23.03% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.09% | — | +22.30% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.68% | — | -5.32% | |
| 17 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.67% | — | +19.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.02% | — | — | |
| 19 | ATMP | Barclays ETN+ Select MLP ETN | 股票-其他 | 0.01% | — | — | |
| 20 | MYI | Blackrock Muniyield Qlty Iii | 股票-其他 | 0.01% | — | — | |
| 21 | BCS | Barclays PLC | 股票-金融 | 0.01% | — | — | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.01% | — | +96.57% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.01% | — | +316.44% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.01% | — | +137.00% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.01% | — | — | |
| 26 | ✓ | | 股票-其他 | 0.01% | — | — | |
| 27 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.01% | — | — | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 0.01% | — | — | |
| 29 | AXP | American Express Co | 股票-金融 | 0.01% | — | — | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.01% | — | +1554.55% | |
| 31 | UBS | UBS Group AG | 股票-金融 | 0.01% | — | — | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.01% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.01% | — | +57.14% | |
| 34 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.01% | — | — | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.01% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.01% | — | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.01% | — | — | |
| 38 | GM | General Motors Co | 股票-周期性消费 | 0.01% | — | — | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.01% | — | — | |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.01% | — | — | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | — | — | -87.16% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | — | — | — | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | — | — | — | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | — | — | — | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | — | — | — | |
| 46 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | — | — | — | |
| 47 | SNY | Sanofi-adr | 股票-医疗保健 | — | — | — | |
| 48 | C | Citigroup INC | 股票-金融 | — | — | +2350.00% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | — | — | +166.10% | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | — | — | — | |