| 1 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 34.63% | — | — | |
| 2 | ZM | Zoom Communications INC | 股票-科技 | 34.47% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.99% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 10.15% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.25% | — | — | |
| 6 | EB4 | Eventbrite Inc-class A | 股票-其他 | 1.24% | — | — | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.97% | — | — | |
| 8 | ROST | Ross Stores INC | 股票-循環性消費 | 0.76% | — | — | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.68% | — | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | — | — | |
| 11 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.42% | — | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.10% | — | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.09% | — | — | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.08% | — | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | — | — | |
| 16 | AMT | American Tower CORP | 股票-房地產 | 0.06% | — | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.05% | — | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.05% | — | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.04% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.04% | — | — | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.04% | — | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.04% | — | — | |
| 23 | AMGN | Amgen INC | 股票-醫療保健 | 0.03% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.03% | — | — | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.02% | — | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.02% | — | — | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.02% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.02% | — | — | |
| 29 | BIIB | Biogen INC | 股票-醫療保健 | 0.02% | — | — | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.02% | — | — | |
| 31 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 0.02% | — | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.02% | — | — | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.01% | — | — | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.01% | — | — | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.01% | — | — | |
| 36 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.01% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.01% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.01% | — | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.01% | — | — | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.01% | — | — | |
| 41 | DBB | Invesco Db Base Metals Fund | ETF-其他 | 0.01% | — | — | |
| 42 | KBR | Kbr INC | 股票-工業 | 0.01% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.01% | — | — | |
| 44 | AVGO | Broadcom INC | 股票-科技 | — | — | — | |
| 45 | IYM | Ishares U.s. Basic Materials | ETF-其他 | — | — | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | — | — | — | |
| 47 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | — | — | — | |
| 48 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | — | — | — | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | — | — | — | |
| 50 | IMVP | Invesco India Exchange-trade | ETF-其他 | — | — | — | |