| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 20.50% | -0.09% | — | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 19.04% | +0.33% | — | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 7.72% | -0.01% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.89% | +0.08% | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.47% | — | — | |
| 6 | QCOM | Qualcomm INC | 股票-科技 | 2.87% | -0.11% | — | |
| 7 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 2.60% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.50% | -0.05% | — | |
| 9 | BSJK | Invesco Bulletshares 2020 Hi | ETF-其他 | 2.17% | — | — | |
| 10 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 2.01% | — | — | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.84% | — | — | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.83% | — | — | |
| 13 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.53% | — | — | |
| 14 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 1.50% | — | — | |
| 15 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 1.31% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.20% | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.16% | — | — | |
| 18 | GAMRUSD | Etfmg Video Game Tech ETF | ETF-科技型 | 1.12% | — | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.04% | — | — | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.99% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | — | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.87% | — | — | |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.69% | — | — | |
| 24 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.66% | — | — | |
| 25 | HON | Honeywell International INC | 股票-工業 | 0.65% | — | — | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.55% | — | — | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.53% | — | — | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.49% | — | — | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 30 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.40% | — | — | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | -0.15% | — | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.37% | — | — | |
| 33 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.33% | — | — | |
| 34 | PLMR | Palomar Holdings INC | 股票-金融 | 0.33% | — | — | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.33% | -0.21% | — | |
| 36 | JEF | Jefferies Financial Group In | 股票-金融 | 0.32% | — | — | |
| 37 | BLCNUSD | Reality Shrs Nasdaq Nexgen | ETF-科技型 | 0.31% | — | — | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | — | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.30% | — | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.29% | — | — | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.28% | +0.02% | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.28% | — | — | |
| 43 | MKL | Markel Group INC | 股票-金融 | 0.28% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — | |
| 45 | T | At&t INC | 股票-通訊服務 | 0.27% | — | — | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.27% | -0.08% | — | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.26% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.22% | -0.25% | — | |
| 49 | CMF | Ishares California Muni Bond | ETF-其他 | 0.22% | — | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.21% | — | — | |