| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 24.14% | — | — | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 14.31% | — | — | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 13.93% | — | — | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 9.08% | — | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.66% | — | — | |
| 6 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.72% | — | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.62% | — | — | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.61% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.52% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.52% | — | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.11% | — | — | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.01% | — | — | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.99% | — | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.97% | — | — | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.82% | — | — | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.41% | — | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | — | — | |
| 18 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.68% | — | — | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.50% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | — | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.39% | — | — | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.35% | — | — | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | — | |
| 26 | SON | Sonoco Products Co | 股票-循環性消費 | 0.31% | — | — | |
| 27 | SO | Southern Co/the | 股票-公用事業 | 0.30% | — | — | |
| 28 | TSS | Total System Services INC | 股票-其他 | 0.27% | — | — | |
| 29 | ✓ | | 股票-其他 | 0.25% | — | — | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.25% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | — | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.23% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.23% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.20% | — | — | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.20% | — | — | |
| 36 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.19% | — | — | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.19% | — | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.19% | — | — | |
| 39 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.19% | — | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.18% | — | — | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.17% | — | — | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.16% | — | — | |