| 1 | DFIV | Dimensional International Va | ETF-其他 | 19.45% | +0.84% | — | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 8.83% | +0.59% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.51% | -0.02% | — | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.62% | +0.31% | — | |
| 5 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 4.53% | -0.15% | — | |
| 6 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 4.23% | +0.08% | — | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 3.00% | -0.37% | — | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.96% | — | — | |
| 9 | DISV | Dimensional International Sm | ETF-其他 | 2.18% | +0.06% | — | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.08% | -0.08% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.01% | -0.25% | — | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.89% | +0.20% | — | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.81% | +0.01% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.79% | -0.12% | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.29% | — | |
| 16 | CSRE | C&s Real Estate Active ETF | ETF-其他 | 1.47% | +0.02% | — | |
| 17 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 1.35% | -0.16% | — | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.34% | -0.04% | — | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.34% | +0.10% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.65% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | -0.17% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.19% | -0.03% | — | |
| 23 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 1.17% | -0.07% | — | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.08% | -0.18% | — | |
| 25 | JHMD | John Hancock Mf Dev Intl ETF | ETF-其他 | 1.08% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.27% | — | |
| 27 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 0.98% | -0.14% | — | |
| 28 | SPGI | S&p Global INC | 股票-金融 | 0.93% | -0.29% | — | |
| 29 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.84% | -0.03% | — | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.79% | +0.17% | — | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.52% | — | — | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | -0.15% | — | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.49% | +0.19% | — | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.48% | — | — | |
| 35 | FTF | Franklin LTD Dur INC Tr | 股票-其他 | 0.48% | -0.06% | — | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | -0.10% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | -0.06% | — | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.43% | — | — | |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 0.40% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | +0.17% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.35% | — | — | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.34% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.33% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.33% | — | — | |
| 45 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.32% | +0.77% | — | |
| 46 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.31% | — | — | |
| 47 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.30% | — | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.30% | -0.09% | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.29% | -0.29% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | — | — | |