| 1 | SCHV | Schwab US Large-cap Value | ETF-其他 | 24.24% | — | +11.42% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 23.48% | — | +9.99% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 17.65% | — | +9.16% | |
| 4 | PGX | Invesco Preferred ETF | ETF-其他 | 4.84% | — | -3.73% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.99% | — | +10.86% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.79% | — | -88.45% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.71% | — | +6.32% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.69% | — | -4.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.40% | — | +3.09% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.25% | — | +3.00% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.11% | — | +0.34% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.07% | — | -92.05% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.74% | — | -93.02% | |
| 14 | BLDR | Builders Firstsource INC | 股票-工業 | 0.74% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | — | — | |
| 16 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.62% | — | — | |
| 17 | KSUEUR | Kansas City Southern | 股票-其他 | 0.57% | — | — | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | — | — | |
| 19 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 0.55% | — | — | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.52% | — | +29.17% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.52% | — | — | |
| 22 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.51% | — | +29.71% | |
| 23 | EXR | Extra Space Storage INC | 股票-房地產 | 0.51% | — | — | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 0.48% | — | — | |
| 25 | NIC | Nicolet Bankshares INC | 股票-其他 | 0.47% | — | — | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 0.47% | — | — | |
| 27 | GRMN | Garmin Ltd. | 股票-科技 | 0.46% | — | — | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.46% | — | — | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | — | |
| 30 | VMWEUR | Vmware Inc-class A | 股票-其他 | 0.45% | — | — | |
| 31 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.45% | — | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | — | — | |
| 33 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.43% | — | — | |
| 34 | CRUS | Cirrus Logic INC | 股票-科技 | 0.42% | — | — | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.38% | — | — | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.37% | — | -5.22% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.36% | — | — | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.36% | — | -89.22% | |
| 39 | XLB | Ss Materials Select Sector | ETF-其他 | 0.36% | — | -2.74% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.36% | — | — | |
| 41 | HQY | Healthequity INC | 股票-醫療保健 | 0.36% | — | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.36% | — | +13.91% | |
| 43 | PPG | Ppg Industries INC | 股票-原物料 | 0.34% | — | — | |