| 1 | HD | Home Depot INC | 股票-周期性消费 | 0.01% | — | — | |
| 2 | MKL | Markel Group INC | 股票-金融 | 0.01% | — | — | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.01% | — | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.01% | — | -36.50% | |
| 5 | OLOGBX | Olo INC - Class A | 股票-其他 | 0.01% | — | -36.86% | |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.01% | — | -0.54% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.01% | — | +9.43% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.01% | — | -5.78% | |
| 9 | ✓ | Streamline Health Solutions | 股票-其他 | 0.01% | — | -92.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.01% | — | -11.89% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.01% | — | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.01% | — | -11.41% | |
| 13 | HP5A | Equity Commonwealth | 股票-其他 | — | — | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | — | — | -44.11% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | — | — | — | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | — | — | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | — | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | — | — | — | |
| 19 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | +2.02% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | — | — | — | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | — | — | -74.97% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | — | — | — | |
| 23 | VONE | Vanguard Russell 1000 | ETF-其他 | — | — | — | |
| 24 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | — | — | -91.94% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | — | — | -67.83% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | — | — | -76.39% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | — | — | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | — | — | +13.64% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | — | — | +17.24% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | — | — | — | |