| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.62% | -0.73% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 10.03% | +0.15% | — | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 9.68% | -0.05% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.63% | -0.02% | — | |
| 5 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 6.37% | -0.23% | — | |
| 6 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 5.35% | — | — | |
| 7 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 4.85% | -0.07% | EXIT | |
| 8 | ✓ | ETF Ser Solutions | 股票-其他 | 4.63% | — | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.30% | — | — | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.00% | -0.08% | — | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.94% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | -0.04% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.56% | +0.07% | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.48% | — | — | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.40% | — | — | |
| 16 | AXP | American Express Co | 股票-金融 | 1.77% | +0.03% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.51% | — | — | |
| 18 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 1.48% | — | — | |
| 19 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.28% | — | — | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.27% | -0.25% | — | |
| 21 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.23% | — | — | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.15% | — | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.13% | +0.17% | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.16% | — | |
| 25 | C | Citigroup INC | 股票-金融 | 0.95% | -0.06% | — | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 0.95% | -0.02% | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.95% | — | — | |
| 28 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.89% | — | — | |
| 29 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.88% | — | — | |
| 30 | AEP | American Electric Power | 股票-公用事業 | 0.82% | +0.41% | — | |
| 31 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.78% | — | — | |
| 32 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.78% | — | — | |
| 33 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 0.66% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | — | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.54% | — | — | |
| 36 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.41% | — | — | |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.31% | — | — | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.19% | -0.14% | EXIT | |