| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 21.73% | -0.23% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 19.52% | -0.06% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.31% | +0.04% | — | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 8.36% | -0.31% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.80% | -0.01% | — | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.69% | +0.08% | — | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 4.05% | — | — | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.55% | +0.01% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.12% | — | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.57% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.91% | — | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.66% | — | — | |
| 14 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.64% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | +0.03% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | — | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.40% | — | — | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.37% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | +0.03% | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | — | |
| 23 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.35% | — | — | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.33% | — | — | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.32% | — | — | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.29% | — | — | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.28% | — | — | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.24% | — | — | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.24% | +0.02% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.24% | +0.01% | — | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | — | — | |
| 32 | BSMO | Invesco Bulletshares 2024 Mb | ETF-其他 | 0.22% | — | — | |
| 33 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.22% | — | — | |
| 34 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.22% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.21% | +0.04% | NEW | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.21% | — | — | |
| 37 | GE | General Electric | 股票-工业 | 0.18% | +0.07% | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.17% | — | — | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | +0.03% | — | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.17% | +0.05% | NEW | |
| 41 | S | Sentinelone INC -class A | 股票-科技 | 0.17% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | — | — | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.16% | — | — | |
| 44 | PANW | Palo Alto Networks INC | 股票-科技 | 0.16% | +0.06% | NEW | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.15% | — | — | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.15% | — | — | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.14% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.14% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | -0.08% | — | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.11% | — | — | |