| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 14.77% | +6.38% | — | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 12.09% | +0.01% | — | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 8.54% | +0.96% | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 8.53% | — | — | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 8.01% | +0.01% | — | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.02% | -0.53% | — | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 5.33% | — | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.93% | — | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.91% | — | — | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 3.86% | — | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.59% | — | — | |
| 12 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.44% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | +0.02% | — | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 3.08% | — | — | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 3.01% | — | — | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.32% | — | — | |
| 17 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.80% | — | — | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.58% | -0.08% | EXIT | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.47% | -0.14% | EXIT | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.51% | — | — | |
| 21 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 0.32% | — | — | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.25% | — | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | — | — | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.17% | — | — | |