| 1 | VTV | Vanguard Value ETF | ETF-其他 | 25.82% | -0.46% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 24.39% | -1.05% | — | |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 12.33% | — | — | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 8.00% | -0.37% | — | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 7.42% | — | — | |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 3.95% | — | — | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.71% | -1.22% | — | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.47% | — | — | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.24% | — | — | |
| 10 | AVD | American Vanguard CORP | 股票-其他 | 0.96% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.85% | -0.23% | — | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | — | — | |
| 13 | SMB | Vaneck Short Muni ETF | ETF-其他 | 0.78% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | — | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.71% | — | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | -0.54% | — | |
| 17 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.60% | — | — | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.50% | — | — | |
| 19 | WEP | Magellan Midstream Partners | 股票-其他 | 0.49% | — | — | |
| 20 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.48% | — | — | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | — | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | — | — | |
| 23 | ✓ | Azul Sa-adr | 股票-其他 | 0.38% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | -0.13% | EXIT | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.37% | -1.20% | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | — | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | -0.12% | — | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.22% | — | — | |
| 29 | BCX | Blackrock Resources & Commod | 股票-其他 | 0.12% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.01% | — | — | |
| 31 | SNAP | Snap INC - A | 股票-通訊服務 | — | — | — | |