| 1 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.02% | — | — | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.02% | — | — | |
| 3 | FGENEUR | Fibrogen INC | 股票-其他 | 0.02% | — | — | |
| 4 | MDT | Medtronic plc | 股票-医疗保健 | 0.02% | — | -1.39% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 0.02% | — | — | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 0.02% | — | -2.14% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 0.02% | — | — | |
| 8 | AMGN | Amgen INC | 股票-医疗保健 | 0.02% | — | — | |
| 9 | XVMMX | Delaware Inv Minn Muni Ii | 股票-其他 | 0.02% | — | — | |
| 10 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.02% | — | — | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.02% | — | — | |
| 12 | CTHRUSD | Charles & Colvard LTD | 股票-其他 | 0.01% | — | — | |
| 13 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 0.01% | — | — | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 0.01% | — | — | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.01% | — | — | |
| 16 | ✓ | Alta Equipment Group INC | 股票-其他 | 0.01% | — | — | |
| 17 | SUNSUSD | Solar Senior Capital LTD | 股票-其他 | 0.01% | — | — | |
| 18 | LINC | Lincoln Educational Services | 股票-其他 | 0.01% | — | — | |
| 19 | WMCUSD | Western Asset Mortgage Capit | 股票-其他 | 0.01% | — | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.01% | — | — | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.01% | — | +82.22% | |
| 22 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.01% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.01% | — | -13.52% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.01% | — | — | |
| 25 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | — | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | — | — | -99.74% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | — | — | -7.96% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | — | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | — | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | -83.66% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | — | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | — | — | +775.00% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | — | — | — | |
| 34 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | — | — | — | |
| 35 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | +100.00% | |