| 1 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 5.08% | — | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.08% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.95% | -0.02% | — | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.86% | — | — | |
| 5 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 2.69% | — | — | |
| 6 | PEP | Pepsico INC | 股票-非循環性消費 | 2.67% | -0.10% | — | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.47% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 2.44% | — | — | |
| 9 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 2.38% | — | — | |
| 10 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.25% | -1.59% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.19% | -0.27% | — | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 2.14% | — | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | -0.43% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.05% | — | — | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.00% | — | — | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.96% | — | — | |
| 17 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.93% | — | — | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 1.85% | — | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.79% | — | — | |
| 20 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 1.78% | — | — | |
| 21 | ITW | Illinois Tool Works | 股票-工業 | 1.76% | — | — | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.69% | — | — | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.68% | -0.30% | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.65% | -0.32% | — | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.64% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | — | — | |
| 27 | HAIN | Hain Celestial Group INC | 股票-其他 | 1.58% | — | — | |
| 28 | KSUEUR | Kansas City Southern | 股票-其他 | 1.58% | — | — | |
| 29 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.57% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.51% | — | — | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.46% | — | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.42% | — | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.41% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | -0.21% | — | |
| 35 | ✓ | Becle Sab De Cv Shs | 股票-其他 | 1.34% | — | — | |
| 36 | ESLT | Elbit Systems Ltd. | 股票-工業 | 1.32% | — | — | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 1.31% | — | — | |
| 38 | SPG | Simon Property Group INC | 股票-房地產 | 1.22% | — | — | |
| 39 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.21% | — | — | |
| 40 | ADBE | Adobe INC | 股票-科技 | 1.20% | — | — | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.20% | — | — | |
| 42 | HRSEUR | L3harris Technologies INC | 股票-其他 | 1.16% | — | — | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.14% | — | — | |
| 44 | ROK | Rockwell Automation INC | 股票-工業 | 1.11% | — | — | |
| 45 | ✓ | Cbs CORP New | 股票-其他 | 1.11% | — | — | |
| 46 | WMMVY | Walmart De Mexico-spon Adr V | 股票-其他 | 0.99% | — | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.17% | — | |
| 48 | CWGL | Crimson Wine Group LTD | 股票-其他 | 0.89% | — | — | |
| 49 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.81% | — | — | |
| 50 | FCNCB | First Citizens Bcshs -cl B | 股票-其他 | 0.78% | — | — | |