| 1 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 15.25% | -2.17% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 13.20% | -2.99% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.22% | — | — | |
| 4 | FVD | First Trust Value Line Dvd | ETF-其他 | 9.06% | — | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.23% | -0.99% | — | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.05% | — | — | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.79% | -1.75% | — | |
| 8 | IDV | Ishares International Select | ETF-其他 | 4.19% | — | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.07% | +3.69% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.67% | -0.29% | — | |
| 11 | FSKR | Fs Kkr Capital CORP Ii | 股票-其他 | 2.44% | — | — | |
| 12 | BHC | Bausch Health Cos INC | 股票-醫療保健 | 2.20% | — | — | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.96% | -0.71% | — | |
| 14 | TSLA | Tesla INC | 股票-循環性消費 | 1.63% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | — | — | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 0.93% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | -0.02% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | +0.91% | — | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.66% | +1.60% | — | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | — | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.50% | — | — | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | — | — | |
| 23 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.44% | — | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.43% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | — | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.39% | — | — | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.38% | — | — | |
| 28 | TPLUSD | Texas Pacific Land Trust | 股票-其他 | 0.38% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | +0.05% | — | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | — | — | |
| 31 | BA | Boeing Co/the | 股票-工業 | 0.32% | — | — | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | — | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.13% | — | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.24% | — | — | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.24% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.23% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | — | — | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.21% | — | — | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.18% | +0.47% | — | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.17% | — | — | |
| 41 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.17% | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.17% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | — | — | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.15% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | -0.46% | — | |
| 47 | GRNB | Vaneck Green Bond ETF | ETF-其他 | 0.14% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.14% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.13% | — | — | |
| 50 | ARKK | Ark Innovation ETF | ETF-其他 | 0.13% | — | — | |