| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 26.25% | -1.05% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.34% | +0.17% | — | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 11.22% | -0.15% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.77% | +0.21% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.02% | -0.05% | — | |
| 6 | DFAT | Dimensional US Target Value | ETF-其他 | 3.14% | — | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.90% | +0.33% | — | |
| 8 | REET | Ishares Global Reit ETF | ETF-其他 | 2.56% | -0.03% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.33% | +0.08% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.27% | — | — | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.13% | -0.04% | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.98% | — | — | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.96% | — | — | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.71% | -0.04% | — | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.66% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.61% | +0.13% | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | +0.03% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | — | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.81% | — | — | |
| 20 | NFLX | Netflix INC | 股票-通訊服務 | 0.62% | — | — | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.62% | — | — | |
| 22 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.61% | — | — | |
| 23 | DFIV | Dimensional International Va | ETF-其他 | 0.57% | — | — | |
| 24 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.57% | -0.06% | EXIT | |
| 25 | NEE | Nextera Energy INC | 股票-公用事業 | 0.56% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | -0.17% | EXIT | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.08% | — | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.45% | — | — | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.43% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.03% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | +0.02% | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.26% | — | — | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.23% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.22% | -0.10% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | -0.07% | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.20% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.19% | — | — | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.18% | — | — | |
| 41 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.17% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | -0.04% | — | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.16% | — | — | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.14% | — | — | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.14% | — | — | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.13% | +0.17% | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.13% | — | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.12% | — | — | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.12% | +0.11% | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.11% | — | — | |