| 1 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 23.93% | — | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 18.92% | — | — | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 11.86% | — | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 8.34% | — | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 5.31% | — | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.93% | — | — | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.60% | — | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.41% | — | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.04% | — | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-其他 | 2.55% | — | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.54% | — | — | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.05% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.54% | — | — | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.75% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | — | |
| 17 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.45% | — | — | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.27% | — | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | — | — | |
| 20 | D | Dominion Energy INC | 股票-公用事業 | 0.22% | — | — | |
| 21 | WPC | Wp Carey INC | 股票-房地產 | 0.18% | — | — | |
| 22 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.15% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.15% | — | — | |
| 24 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.15% | — | — | |
| 25 | MMM | 3m Co | 股票-工業 | 0.14% | — | — | |
| 26 | T | At&t INC | 股票-通訊服務 | 0.14% | — | — | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.12% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.12% | — | — | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 0.11% | — | — | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.10% | — | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.10% | — | — | |
| 32 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.10% | — | — | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.09% | — | — | |
| 34 | SAIC | Science Applications Inte | 股票-科技 | 0.09% | — | — | |
| 35 | WELL | Welltower INC | 股票-房地產 | 0.09% | — | — | |
| 36 | ED | Consolidated Edison INC | 股票-公用事業 | 0.08% | — | — | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.08% | — | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.08% | — | — | |
| 39 | WDFC | Wd-40 Co | 股票-原物料 | 0.08% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.07% | — | — | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.07% | — | — | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.07% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.07% | — | — | |
| 44 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.07% | — | — | |
| 45 | OKE | Oneok INC | 股票-能源 | 0.07% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.07% | — | — | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.06% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.06% | — | — | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.06% | — | — | |
| 50 | ARCC | Ares Capital CORP | 股票-金融 | 0.05% | — | — | |