| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.01% | +2.70% | — | |
| 2 | CGBL | Cap Group Core Balanced | ETF-其他 | 4.94% | — | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.66% | — | — | |
| 4 | CGGE | Cap Group Global Eq | ETF-其他 | 3.82% | — | — | |
| 5 | CGGR | Cap Group Growth Equity | ETF-其他 | 3.39% | -0.77% | — | |
| 6 | LEN | Lennar Corp-a | 股票-循環性消費 | 3.33% | -0.82% | — | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.88% | — | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.74% | +2.18% | — | |
| 9 | CGDG | Cap Group Dividend Growers | ETF-其他 | 2.73% | -0.11% | — | |
| 10 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 2.65% | -0.40% | — | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.54% | -0.07% | — | |
| 12 | CGUS | Cap Group Core Equity | ETF-其他 | 2.51% | -0.45% | — | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.51% | -0.17% | — | |
| 14 | CGCB | Cap Group Core Bond | ETF-其他 | 2.48% | — | — | |
| 15 | CGGO | Cap Group Global Growth | ETF-其他 | 2.41% | -0.44% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.16% | -0.06% | — | |
| 17 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.92% | +0.27% | — | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.77% | -0.10% | — | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.73% | — | — | |
| 20 | AVDE | Avantis International Equity | ETF-其他 | 1.68% | +1.75% | — | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.65% | +2.53% | — | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.64% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.57% | — | — | |
| 24 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.38% | — | — | |
| 25 | CGMM | Cap Group Small And Mid Cap | ETF-其他 | 1.37% | — | — | |
| 26 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.28% | +0.79% | — | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.20% | — | — | |
| 28 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 1.16% | -0.03% | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.33% | — | |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.03% | +1.28% | — | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.00% | — | — | |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.97% | +0.89% | — | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-其他 | 0.94% | — | — | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | -0.21% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | -0.23% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | — | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.77% | — | — | |
| 38 | CGSD | Cap Group Short Duration | ETF-其他 | 0.71% | -0.71% | EXIT | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | — | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.64% | — | — | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.62% | -0.62% | EXIT | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.58% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | +0.03% | — | |
| 46 | MRP | Millrose Properties | 股票-房地產 | 0.55% | — | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.54% | — | — | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.54% | — | — | |
| 49 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 0.54% | +0.12% | — | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | — | — | |