| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 15.75% | -0.59% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 10.38% | +0.38% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.08% | +0.15% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.88% | +0.13% | — | |
| 5 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 6.40% | +0.60% | — | |
| 6 | XUSP | Innovator Uncapped Acc US Eq | ETF-其他 | 6.32% | -0.32% | — | |
| 7 | CGGR | Cap Group Growth Equity | ETF-其他 | 5.76% | -0.64% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.29% | +0.07% | — | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.41% | +0.16% | — | |
| 10 | CGNG | Cap Group New Geography Eq | ETF-其他 | 3.77% | -0.02% | — | |
| 11 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 3.10% | +0.19% | — | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-其他 | 2.44% | +0.11% | — | |
| 13 | IAUG | Innov In Dvlp Pwrb ETF - Aug | ETF-其他 | 2.39% | -2.04% | — | |
| 14 | UAUG | Innovator U.s. Equity Ultra | ETF-其他 | 2.03% | -2.03% | EXIT | |
| 15 | CGHM | Cap Group Muni High-income | ETF-其他 | 1.04% | +0.08% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | -0.06% | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.08% | — | |
| 18 | RFLR | Innovator US S Cap Mng F ETF | ETF-其他 | 0.90% | +0.01% | — | |
| 19 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.80% | -0.02% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | -0.03% | — | |
| 21 | IJAN | Innovator International Deve | ETF-其他 | 0.66% | -0.06% | — | |
| 22 | AFL | Aflac INC | 股票-金融 | 0.64% | -0.02% | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | +0.05% | — | |
| 24 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.60% | -0.07% | — | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.59% | — | — | |
| 26 | CGCB | Cap Group Core Bond | ETF-其他 | 0.51% | +0.02% | — | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.50% | — | — | |
| 28 | UDEC | Innovator U.s. Equity Ultra | ETF-其他 | 0.48% | -0.12% | — | |
| 29 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.45% | — | — | |
| 30 | MTZ | Mastec INC | 股票-工業 | 0.45% | -0.08% | — | |
| 31 | IJUL | Innovator International Deve | ETF-其他 | 0.39% | -0.39% | EXIT | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.38% | -0.03% | — | |
| 33 | UOCT | Innovator U.s. Equity Ultra | ETF-其他 | 0.38% | -0.02% | — | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.37% | +0.05% | — | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.35% | +0.20% | — | |
| 36 | IFLR | Inno Inter Develo Mf ETF | ETF-其他 | 0.29% | +2.67% | — | |
| 37 | DY | Dycom Industries INC | 股票-工業 | 0.29% | -0.29% | EXIT | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.27% | — | — | |
| 39 | IOCT | Innovator Int Dev Power Buff | ETF-其他 | 0.26% | — | — | |
| 40 | UJUL | Innovator U.s. Equity Ultra | ETF-其他 | 0.25% | -0.25% | EXIT | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | -0.06% | — | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.24% | -0.01% | — | |
| 43 | IFEB | Innovator Intl D Pb Etf-feb | ETF-其他 | 0.23% | -0.03% | — | |
| 44 | SCHY | Schwab International Dvd ETF | ETF-其他 | 0.22% | +0.01% | — | |
| 45 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 0.22% | +0.05% | — | |
| 46 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.20% | -0.02% | — | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.19% | -0.01% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | -0.01% | — | |
| 49 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 0.19% | — | — | |