| 1 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 16.78% | +0.10% | — | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 9.52% | -1.23% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.85% | +0.44% | — | |
| 4 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 4.71% | -0.10% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.36% | -0.06% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.98% | -1.50% | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.36% | -0.02% | — | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.80% | +0.28% | — | |
| 9 | LIND | Lindblad Expeditions Holding | 股票-其他 | 2.75% | +0.40% | — | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.66% | -0.13% | — | |
| 11 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 2.39% | +0.30% | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.19% | -0.03% | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.10% | — | — | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 2.05% | -0.78% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.96% | — | — | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.80% | — | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.76% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.65% | +0.11% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.52% | +0.15% | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.42% | — | — | |
| 21 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 1.38% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.18% | +0.17% | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.18% | — | — | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.14% | +0.07% | — | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.07% | -0.01% | — | |
| 26 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.01% | -0.18% | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | — | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.87% | -0.07% | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | -0.12% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.07% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | +0.55% | NEW | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.53% | -0.03% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.51% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | — | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.48% | — | — | |
| 38 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.48% | — | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.10% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.41% | — | — | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.35% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.34% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | — | — | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.29% | +0.12% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.28% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.28% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | — | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.24% | — | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.22% | — | — | |