| 1 | V | Visa Inc-class A Shares | 股票-金融 | 30.85% | — | — | |
| 2 | ICE | Intercontinental Exchange In | 股票-金融 | 29.61% | — | +26.86% | |
| 3 | CBOE | Cboe Global Markets INC | 股票-金融 | 12.96% | — | — | |
| 4 | GS | Goldman Sachs Group INC | 股票-金融 | 8.64% | — | -13.16% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.63% | — | — | |
| 6 | FHN | First Horizon CORP | 股票-金融 | 3.09% | — | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.67% | — | — | |
| 8 | RSVR | Reservoir Media INC | 股票-其他 | 1.26% | — | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +3.97% | |
| 10 | DBX | Dropbox Inc-class A | 股票-科技 | 0.80% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | — | +43.58% | |
| 12 | SGFYGBP | Signify Health INC -class A | 股票-其他 | 0.72% | — | — | |
| 13 | PDT | John Hancock Prem Dvd Fnd | 股票-其他 | 0.60% | — | — | |
| 14 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.45% | — | — | |
| 15 | DOCU | Docusign INC | 股票-科技 | 0.40% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | — | +0.13% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.28% | — | +79.33% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | +0.51% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.26% | — | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.24% | — | — | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 0.23% | — | +0.10% | |
| 22 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.23% | — | — | |
| 23 | SSTI | Soundthinking INC | 股票-其他 | 0.15% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | — | — | |
| 25 | ET | Energy Transfer LP | 股票-能源 | 0.08% | — | — | |
| 26 | TGS | Transportador Gas-adr Sp B | 股票-其他 | 0.07% | — | — | |
| 27 | XHIEX | Miller/howard High Income Eq | 股票-其他 | 0.07% | — | — | |
| 28 | WT | Wisdomtree INC | 股票-其他 | 0.06% | — | — | |
| 29 | EDN | Emp Distrib Y Comerc Nor-adr | 股票-其他 | 0.05% | — | — | |
| 30 | SUPV | Grupo Supervielle Sa-sp Adr | 股票-其他 | 0.03% | — | — | |