| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 40.22% | — | +3.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.21% | — | +25.97% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 11.71% | — | +5.73% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.25% | — | -23.12% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.14% | — | — | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 5.14% | — | — | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.02% | — | -40.84% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 4.63% | — | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.96% | — | -40.75% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 0.93% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.58% | — | — | |
| 12 | CTLTEUR | Catalent INC | 股票-其他 | 0.46% | — | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.46% | — | -39.24% | |
| 14 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.43% | — | — | |
| 15 | WD | Walker & Dunlop INC | 股票-其他 | 0.37% | — | — | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.36% | — | -30.16% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.33% | — | — | |
| 18 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.28% | — | — | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 0.27% | — | — | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.24% | — | — | |
| 21 | SHOP | Shopify INC - Class A | 股票-科技 | 0.24% | — | — | |
| 22 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 0.23% | — | — | |
| 23 | PGX | Invesco Preferred ETF | ETF-其他 | 0.22% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | — | +3.59% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.20% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.20% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.18% | — | — | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | — | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.18% | — | -44.24% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 0.16% | — | — | |
| 31 | ECORGBP | Electrocore INC | 股票-其他 | 0.03% | — | — | |