| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 14.52% | -0.09% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 12.99% | — | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 9.19% | — | — | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 8.54% | -0.10% | — | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.86% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.54% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.83% | -0.34% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.43% | — | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.12% | -0.31% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.01% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.96% | — | — | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.43% | — | — | |
| 13 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.72% | — | — | |
| 14 | T | At&t INC | 股票-通訊服務 | 1.67% | — | — | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.57% | — | — | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.51% | — | — | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 1.38% | — | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.31% | — | — | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.22% | -0.04% | — | |
| 20 | ED | Consolidated Edison INC | 股票-公用事業 | 1.22% | — | — | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.19% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | — | — | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 1.13% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | — | — | |
| 25 | BKT | BlackRock Income Trust, Inc. | 股票-其他 | 0.83% | — | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | — | — | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | — | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.62% | -0.11% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | -0.28% | — | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.61% | — | — | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | — | |
| 32 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.55% | — | — | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | — | |
| 34 | UPS | United Parcel Service, Inc. | 股票-工業 | 0.50% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | — | |
| 36 | ✓ | Northstar Healthcare Income INC Nsa | 股票-其他 | 0.39% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | — | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 40 | DBL | Doubleline Opport Credit | 股票-其他 | 0.29% | — | — | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.29% | — | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.20% | — | — | |
| 43 | MTB | M & T Bank CORP | 股票-金融 | 0.19% | — | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | -0.18% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.12% | — | — | |