| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 18.10% | +0.54% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.38% | +0.12% | — | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-其他 | 9.82% | +0.55% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.76% | -0.35% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 8.62% | +0.27% | — | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.87% | -0.38% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.31% | +0.07% | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.96% | — | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.28% | — | — | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.64% | +0.09% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.73% | — | — | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.62% | — | — | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.61% | — | — | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.16% | — | — | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.97% | — | — | |
| 16 | CAT | Caterpillar INC | 股票-工業 | 0.90% | +0.03% | — | |
| 17 | ABBV | Abbvie INC | 股票-醫療保健 | 0.79% | — | — | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.75% | — | — | |
| 19 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.70% | — | — | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.67% | — | — | |
| 21 | OLED | Universal Display CORP | 股票-科技 | 0.67% | — | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.64% | — | — | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.59% | — | — | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | — | |
| 25 | AVDE | Avantis International Equity | ETF-其他 | 0.56% | — | — | |
| 26 | TT | Trane Technologies plc | 股票-工業 | 0.52% | — | — | |
| 27 | WAB | Wabtec CORP | 股票-工業 | 0.43% | — | — | |
| 28 | ALLE | Allegion plc | 股票-工業 | 0.39% | — | — | |
| 29 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.38% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.34% | — | — | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.31% | — | — | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.30% | — | — | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.28% | — | — | |
| 34 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.28% | — | — | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.26% | — | — | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.26% | — | — | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.25% | — | — | |
| 38 | OZK | Bank Ozk | 股票-金融 | 0.25% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.24% | — | — | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.23% | — | — | |
| 41 | GSPUSD | Ipath Gsci Total Return Indx | ETF-其他 | 0.22% | — | — | |
| 42 | RF | Regions Financial CORP | 股票-金融 | 0.22% | — | — | |
| 43 | RITM | Rithm Capital CORP | 股票-房地產 | 0.16% | — | — | |
| 44 | PSEC 4.95 07-15-22 | Prospect Capital CORP | 股票-其他 | 0.02% | — | — | |