| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 18.53% | -2.15% | — | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 7.58% | — | — | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 6.41% | — | — | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.37% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.21% | -0.22% | — | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.87% | — | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.77% | — | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.56% | — | — | |
| 9 | IXN | Ishares Global Tech ETF | ETF-科技型 | 2.33% | — | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.21% | — | — | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.16% | -0.07% | — | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.16% | +0.12% | NEW | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.08% | -0.16% | — | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.96% | — | — | |
| 15 | MBB | Ishares Mbs ETF | ETF-其他 | 1.96% | — | — | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.76% | — | — | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.66% | — | — | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.64% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.56% | -0.20% | — | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.39% | -0.17% | — | |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.36% | — | — | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.23% | — | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.23% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | -0.33% | — | |
| 25 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 1.15% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.29% | — | |
| 27 | NOC | Northrop Grumman CORP | 股票-工業 | 1.12% | +0.24% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.11% | — | — | |
| 29 | XRAY | Dentsply Sirona INC | 股票-醫療保健 | 1.05% | — | — | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.98% | — | — | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.87% | — | — | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.84% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | — | — | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 0.79% | — | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.74% | — | — | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.71% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.08% | — | |
| 38 | NFLX | Netflix INC | 股票-通訊服務 | 0.67% | — | — | |
| 39 | MTCH | Match Group INC | 股票-通訊服務 | 0.65% | — | — | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.27% | — | |
| 41 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.61% | — | — | |
| 42 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.57% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.52% | — | — | |
| 44 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.45% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.43% | -0.07% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.32% | — | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.40% | — | — | |
| 49 | D | Dominion Energy INC | 股票-公用事業 | 0.40% | — | — | |
| 50 | TDG | Transdigm Group INC | 股票-工業 | 0.39% | — | — | |