| 1 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 47.34% | -0.83% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.54% | -0.19% | — | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.34% | +0.59% | — | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.51% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.85% | -0.20% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | -0.02% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.66% | +0.17% | — | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.39% | — | — | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.36% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.29% | — | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.18% | — | — | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.18% | — | — | |
| 13 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 1.09% | — | — | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.00% | — | — | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 0.77% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | — | — | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.68% | — | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.68% | — | — | |
| 20 | NSC | Norfolk Southern CORP | 股票-工业 | 0.68% | — | — | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | -0.05% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.64% | — | — | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.03% | — | |
| 25 | MMM | 3m Co | 股票-工业 | 0.59% | — | — | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | — | — | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.56% | — | — | |
| 28 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.50% | — | — | |
| 29 | AMAT | Applied Materials INC | 股票-科技 | 0.49% | +0.25% | — | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | — | — | |
| 31 | T | At&t INC | 股票-通信服务 | 0.48% | +0.04% | — | |
| 32 | EPD | Enterprise Products Partners | 股票-能源 | 0.46% | +0.06% | — | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.43% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | — | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.35% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | — | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.34% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.33% | — | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.33% | — | — | |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.33% | -0.02% | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.13% | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.32% | -0.04% | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | — | — | |
| 45 | CSX | Csx CORP | 股票-工业 | 0.32% | — | — | |
| 46 | IDLV | Invesco S&p International De | ETF-其他 | 0.31% | — | — | |
| 47 | AON | Aon plc | 股票-金融 | 0.30% | — | — | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.30% | -0.05% | — | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.30% | — | — | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.28% | — | — | |