| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 45.96% | +1.57% | -2.80% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 42.66% | -0.74% | -2.31% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.52% | +0.23% | -0.78% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.40% | — | +69.97% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.77% | — | — | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.42% | — | -1.71% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.02% | -3.75% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | -2.38% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | -0.24% | EXIT | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.14% | — | -3.58% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.09% | +0.04% | +25.67% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.09% | — | -1.75% | |
| 13 | PXGBX | Praxair INC | 股票-其他 | 0.07% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.07% | — | — | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.06% | — | — | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.05% | — | -0.40% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.05% | — | — | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.05% | — | — | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 0.05% | — | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.05% | +0.02% | NEW | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.05% | +0.02% | NEW | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.04% | — | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.04% | — | — | |
| 24 | PBCTEUR | People's United Financial | 股票-其他 | 0.04% | — | — | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.03% | — | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.03% | — | -1.31% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.03% | — | +128.63% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.03% | — | -33.17% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.02% | — | — | |
| 30 | DOW | Dow Chem Co | 股票-原物料 | 0.02% | — | — | |
| 31 | D | Dominion Energy INC | 股票-公用事業 | 0.02% | — | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.02% | — | +10.07% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.02% | — | — | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.01% | — | +1611.11% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.01% | — | — | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.01% | — | +81.59% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.01% | — | — | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.01% | — | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.01% | — | -4.67% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.01% | — | — | |
| 41 | AXP | American Express Co | 股票-金融 | 0.01% | — | — | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.01% | — | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.01% | — | — | |
| 44 | WU | Western Union Co | 股票-金融 | 0.01% | — | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.01% | — | — | |
| 46 | ✓ | | 股票-其他 | 0.01% | — | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.01% | — | — | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.01% | — | — | |
| 49 | MO | Altria Group INC | 股票-非循環性消費 | 0.01% | — | — | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.01% | — | — | |