| 1 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.02% | — | -1.24% | |
| 2 | ABBV | Abbvie INC | 股票-醫療保健 | 0.02% | — | -0.30% | |
| 3 | AAPL | Apple INC | 股票-科技 | 0.02% | — | — | |
| 4 | SYK | Stryker CORP | 股票-醫療保健 | 0.02% | — | — | |
| 5 | VNT | Vontier CORP | 股票-科技 | 0.02% | — | — | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.02% | — | — | |
| 7 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.02% | — | — | |
| 8 | EMR | Emerson Electric Co | 股票-工業 | 0.01% | — | — | |
| 9 | MSI | Motorola Solutions INC | 股票-科技 | 0.01% | — | +0.30% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.01% | — | -0.61% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.01% | — | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.01% | — | — | |
| 13 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.01% | — | — | |
| 14 | AMGN | Amgen INC | 股票-醫療保健 | 0.01% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.01% | — | — | |
| 16 | SUNSUSD | Solar Senior Capital LTD | 股票-其他 | 0.01% | — | +4.15% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.01% | -0.63% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.01% | — | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.01% | — | +1.27% | |
| 20 | HNNA | Hennessy Advisors INC | 股票-其他 | 0.01% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | +5.16% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | — | — | — | |
| 23 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | — | — | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | — | — | -15.09% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | — | — | — | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | — | — | +0.21% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | — | — | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | — | — | — | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | — | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | — | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | — | — | -46.67% | |
| 34 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | — | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | — | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | — | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | — | — | — | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | — | — | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | — | — | — | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | — | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | — | — | — | |