| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.10% | — | — | |
| 2 | WLDR | Simpl Affi Wor Le Equ Etf-ui | ETF-其他 | 9.84% | — | — | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 8.95% | — | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.39% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.69% | — | — | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 7.02% | — | — | |
| 7 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 6.58% | — | — | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.48% | — | — | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-其他 | 5.73% | — | — | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 4.99% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.36% | — | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.02% | — | — | |
| 13 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 2.46% | — | — | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.42% | — | — | |
| 15 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 1.96% | — | — | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.57% | — | — | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.57% | — | — | |
| 18 | DOCU | Docusign INC | 股票-科技 | 0.52% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.43% | — | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.36% | — | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.31% | — | — | |
| 23 | NVTA1EUR | Invitae CORP | 股票-其他 | 0.26% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.23% | — | — | |
| 25 | VLO | Valero Energy CORP | 股票-能源 | 0.19% | — | — | |
| 26 | GWRS | Global Water Resources INC | 股票-其他 | 0.15% | — | — | |
| 27 | ✓ | Ecoark Holdings INC | 股票-其他 | 0.04% | — | — | |
| 28 | BKO | Bluerock Residential Growth | 股票-其他 | 0.02% | — | — | |