| 1 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 11.96% | — | — | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 8.07% | -0.93% | — | |
| 3 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 5.63% | -0.93% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.69% | -0.23% | — | |
| 5 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 2.68% | — | — | |
| 6 | ICLN | Ishares Global Clean Energy | ETF-其他 | 2.18% | — | — | |
| 7 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 1.70% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.82% | — | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 1.29% | — | — | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 1.27% | — | — | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.24% | — | — | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.10% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | — | — | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.02% | — | — | |
| 15 | UPS | United Parcel Service-cl B | 股票-工業 | 0.99% | — | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.99% | — | — | |
| 17 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.99% | — | — | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 0.93% | +0.18% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | +0.06% | — | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 0.90% | — | — | |
| 21 | AMT | American Tower CORP | 股票-房地產 | 0.88% | — | — | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.87% | — | — | |
| 23 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.83% | — | — | |
| 24 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.77% | -0.30% | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | — | |
| 26 | AWK | American Water Works Co INC | 股票-公用事業 | 0.74% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.73% | — | — | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.73% | — | — | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.72% | — | — | |
| 31 | AXP | American Express Co | 股票-金融 | 0.71% | — | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | -0.18% | — | |
| 33 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.68% | — | — | |
| 34 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.68% | — | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.24% | — | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 0.63% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | — | — | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | — | — | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | — | |
| 40 | SYK | Stryker CORP | 股票-醫療保健 | 0.57% | — | — | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | — | |
| 42 | TAXF | American Century Diver Muni | ETF-其他 | 0.56% | +1.83% | — | |
| 43 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.56% | — | — | |
| 44 | PVI | Invesco Floating Rate Munici | ETF-其他 | 0.56% | -0.19% | — | |
| 45 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.55% | — | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.54% | +0.09% | — | |
| 47 | ✓ | Ishares Tr | 股票-其他 | 0.54% | — | — | |
| 48 | O | Realty Income CORP | 股票-房地產 | 0.53% | — | — | |
| 49 | CI | THE Cigna Group | 股票-醫療保健 | 0.53% | — | — | |
| 50 | AMAT | Applied Materials INC | 股票-科技 | 0.52% | +0.21% | — | |