| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 24.07% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.85% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.70% | — | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.63% | — | — | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.25% | — | — | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 5.97% | — | — | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 5.90% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 5.23% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.01% | — | — | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.61% | — | — | |
| 11 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 2.82% | — | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.76% | — | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | — | — | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.88% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | — | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.71% | — | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.71% | — | — | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.48% | — | — | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.46% | — | — | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.29% | — | — | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.85% | — | — | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.31% | — | — | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.12% | — | — | |
| 27 | AAPL | Apple INC | 股票-科技 | — | — | — | |