| 1 | V | Visa Inc-class A Shares | 股票-金融 | 0.01% | — | — | |
| 2 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.01% | — | — | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.01% | — | — | |
| 4 | MKL | Markel Group INC | 股票-金融 | 0.01% | — | — | |
| 5 | BRSP | Brightspire Capital INC | 股票-其他 | 0.01% | — | — | |
| 6 | XTEAX | Tortoise Sust&social Imp Ter | 股票-其他 | 0.01% | — | -98.12% | |
| 7 | AXP | American Express Co | 股票-金融 | 0.01% | — | — | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.01% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.01% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | +1.59% | |
| 11 | OLOGBX | Olo INC - Class A | 股票-其他 | 0.01% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.01% | — | -15.70% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.01% | — | -97.97% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.01% | — | +125.81% | |
| 15 | HP5A | Equity Commonwealth | 股票-其他 | 0.01% | — | -48.37% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | — | — | — | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | — | — | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | — | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | — | — | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | — | — | — | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | — | — | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | — | — | — | |
| 23 | VONE | Vanguard Russell 1000 | ETF-其他 | — | — | — | |
| 24 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | — | — | — | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | — | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | — | — | — | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | — | — | — | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | — | — | — | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | — | — | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | — | — | — | |
| 31 | TDOC | Teladoc Health INC | 股票-醫療保健 | — | — | — | |