| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 9.51% | -0.78% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.17% | -0.48% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.73% | +0.03% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.99% | -0.28% | — | |
| 5 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.65% | -0.11% | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.62% | -0.15% | — | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.14% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.89% | +0.09% | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.65% | -0.15% | — | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.52% | — | — | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.35% | +0.09% | — | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.08% | — | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.95% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.25% | — | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.61% | — | — | |
| 16 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.49% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.36% | — | — | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.27% | — | — | |
| 19 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 1.14% | — | — | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 1.09% | -0.28% | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.09% | — | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.07% | — | — | |
| 23 | CMF | Ishares California Muni Bond | ETF-其他 | 1.05% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | — | — | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.92% | — | — | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.81% | — | — | |
| 28 | ARCC | Ares Capital CORP | 股票-金融 | 0.75% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | — | |
| 31 | BA | Boeing Co/the | 股票-工業 | 0.72% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | — | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.68% | — | — | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.65% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | — | — | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.61% | — | — | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.60% | — | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | — | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.19% | — | |
| 40 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.56% | — | — | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.53% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | +0.04% | — | |
| 43 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.50% | — | — | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.49% | — | — | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.47% | — | — | |
| 46 | IHY | Vaneck Int High Yield Bond | ETF-非投資等級債 | 0.45% | — | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | — | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | — | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | — | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | — | |