| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 24.24% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.18% | -2.91% | +3.97% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 12.29% | +5.72% | +3.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.23% | -0.51% | -21.22% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.20% | -0.91% | -47.02% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.24% | — | +1.49% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.06% | — | +1.29% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.00% | -0.23% | -5.53% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | — | +0.06% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.01% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.33% | +0.19% | -38.76% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.33% | — | +10.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.33% | -0.66% | +0.01% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.18% | — | — | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.09% | — | +42.90% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | — | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.74% | — | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.60% | -0.11% | — | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.59% | — | -15.46% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.04% | — | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.42% | — | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.40% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | — | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.39% | -0.10% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | — | — | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 0.36% | +0.04% | +0.32% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.30% | -0.25% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.25% | -0.17% | +1.13% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | — | — | |
| 30 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.22% | — | — | |
| 31 | GM | General Motors Co | 股票-循環性消費 | 0.21% | — | -3.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | +0.08% | -1.16% | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.14% | — | -4.51% | |
| 34 | BP | Bp Plc-spons Adr | 股票-能源 | 0.14% | +0.03% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.13% | — | -71.95% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.12% | — | -11.15% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | — | +3.12% | |
| 38 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.10% | — | — | |
| 39 | PFN | Pimco Income Strategy Fd Ii | 股票-其他 | 0.07% | — | — | |
| 40 | EFT | Eaton Vance Fltng Rt INC Tr | 股票-其他 | 0.07% | — | — | |
| 41 | VVR | Invesco Senior Income Trust | 股票-其他 | 0.05% | — | — | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.04% | — | — | |