| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 21.36% | -3.48% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.31% | +0.24% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.32% | — | — | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 6.11% | — | — | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 5.63% | -1.36% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.65% | -0.77% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.64% | -0.49% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.69% | -0.65% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.11% | — | — | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.48% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.33% | -0.27% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.18% | -0.06% | — | |
| 13 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.44% | -0.03% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.37% | -0.12% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.25% | -0.23% | — | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.21% | — | — | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | -0.31% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | -0.23% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.27% | — | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.45% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.19% | — | |
| 22 | RDN | Radian Group INC | 股票-金融 | 0.38% | — | — | |
| 23 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.33% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.29% | -0.48% | — | |
| 26 | NIO | Nio INC - Adr | 股票-循環性消費 | 0.28% | — | — | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.27% | +0.45% | NEW | |
| 28 | ESMTUSD | Engagesmart INC | 股票-其他 | 0.23% | — | — | |
| 29 | NEOG | Neogen CORP | 股票-醫療保健 | 0.22% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | — | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.20% | — | — | |
| 32 | TEAM | Atlassian Corporation | 股票-科技 | 0.20% | — | — | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.19% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | +0.04% | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.18% | — | — | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.18% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | — | — | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.18% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | — | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.17% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | — | — | |
| 42 | ✓ | Ishares | 股票-其他 | 0.16% | — | — | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.16% | — | — | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.14% | +0.37% | — | |
| 45 | PECO | Phillips Edison & Company In | 股票-房地產 | 0.14% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.13% | -0.13% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.13% | +0.07% | — | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.13% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.06% | — | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.12% | — | — | |