| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 42.54% | -1.08% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.08% | -0.62% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.26% | +0.25% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.91% | -0.63% | — | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.68% | +0.36% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.62% | +0.59% | — | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.10% | +0.12% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.22% | -0.11% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.50% | +0.24% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.36% | +0.09% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.96% | -0.09% | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.76% | — | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | +0.51% | — | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.64% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | +0.07% | — | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | -0.01% | — | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.05% | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | -0.03% | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.35% | +0.02% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.28% | — | — | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.19% | — | — | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.18% | -0.01% | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | -0.02% | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.14% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.14% | -0.02% | — | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.14% | — | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.13% | — | — | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.12% | -0.01% | — | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.11% | — | — | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.11% | +0.46% | — | |
| 32 | MO | Altria Group INC | 股票-非周期性消费 | 0.11% | +0.03% | — | |
| 33 | AIO | Virtus Artific Intel & Tech | 股票-其他 | 0.09% | — | — | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.09% | -0.03% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.09% | — | — | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.08% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.07% | — | — | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.06% | — | — | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.06% | -0.01% | — | |
| 40 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.05% | — | — | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.05% | — | — | |
| 42 | YI | 111 INC | 股票-其他 | 0.05% | — | — | |
| 43 | HLI | Houlihan Lokey INC | 股票-金融 | 0.05% | — | — | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.05% | — | — | |
| 45 | KKR | Kkr & Co INC | 股票-金融 | 0.05% | -0.04% | EXIT | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.05% | — | — | |
| 47 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.04% | — | — | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.04% | — | — | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.04% | — | — | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.04% | — | — | |