| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.48% | -4.26% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.90% | -1.53% | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.11% | -4.16% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.47% | — | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.97% | -2.04% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.76% | -1.93% | — | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 5.00% | — | — | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.84% | +0.02% | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.38% | -0.91% | — | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 4.10% | +0.35% | — | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.69% | — | — | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 3.38% | — | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.08% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.45% | — | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.29% | -0.50% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.20% | +0.60% | — | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.20% | -1.15% | — | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.95% | — | — | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.91% | — | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | — | |
| 21 | DE | Deere & Co | 股票-工業 | 0.85% | — | — | |
| 22 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.82% | — | — | |
| 23 | ADBE | Adobe INC | 股票-科技 | 0.71% | — | — | |
| 24 | BSTZ | Blackrock Sci & Tech Trm Tr | 股票-其他 | 0.68% | — | — | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.56% | — | — | |
| 26 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | — | — | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | — | — | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | — | — | |
| 29 | SIGI | Selective Insurance Group | 股票-金融 | 0.36% | — | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 0.35% | — | — | |
| 31 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 0.35% | — | — | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | — | — | |
| 33 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.33% | — | — | |
| 34 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.32% | -0.19% | — | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.31% | — | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | — | — | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.27% | — | — | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.25% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | — | — | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.23% | — | — | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.22% | — | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.21% | — | — | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.21% | — | — | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.20% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.19% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | — | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.18% | — | — | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.18% | — | — | |