| 1 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.02% | — | — | |
| 2 | EMR | Emerson Electric Co | 股票-工業 | 0.01% | — | — | |
| 3 | AMGN | Amgen INC | 股票-醫療保健 | 0.01% | — | +1.60% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.01% | — | +12.99% | |
| 5 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.01% | — | +1.75% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.01% | — | +1.48% | |
| 7 | MSI | Motorola Solutions INC | 股票-科技 | 0.01% | — | +0.31% | |
| 8 | MKL | Markel Group INC | 股票-金融 | 0.01% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.01% | -0.63% | +17.54% | |
| 10 | PHXUSD | Phx Minerals INC | 股票-其他 | 0.01% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.01% | — | +1140.00% | |
| 12 | HNNA | Hennessy Advisors INC | 股票-其他 | 0.01% | — | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.01% | — | -1.28% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.01% | — | +551.72% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | -4.91% | |
| 16 | MIR | Mirion Technologies INC | 股票-工業 | 0.01% | — | — | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | — | — | +318.37% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | — | — | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | — | — | — | |
| 20 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | — | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | — | — | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | -34.67% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | — | — | +71.21% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | — | — | -12.89% | |
| 25 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | — | — | — | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | — | — | -3.33% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | — | — | +247.37% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | — | — | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | — | — | +186.00% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | — | — | — | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | — | — | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | — | — | — | |
| 33 | VONE | Vanguard Russell 1000 | ETF-其他 | — | — | — | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | — | — | — | |
| 35 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | — | — | — | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-科技型 | — | — | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | — | — | — | |