| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.89% | +0.03% | +2.74% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.89% | +0.12% | +1.64% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.78% | -0.23% | -7.20% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.45% | -0.23% | +6.32% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.18% | +0.08% | -6.30% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.37% | — | -1.10% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-其他 | 3.00% | — | +1.06% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.86% | — | +0.23% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.80% | — | -0.83% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.33% | — | +1.26% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.88% | — | +2.06% | |
| 12 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.71% | — | +0.06% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.65% | — | -1.59% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.64% | — | +0.56% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.62% | -0.02% | +1.41% | |
| 16 | DWM | Wisdomtree International Equ | ETF-其他 | 1.39% | — | +1.83% | |
| 17 | EMLP | First Trust North American E | ETF-其他 | 1.38% | — | -0.38% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.37% | — | -8.26% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.29% | — | -0.11% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.24% | — | -1.37% | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.17% | — | +0.87% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.12% | — | -2.94% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.05% | — | -0.12% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.99% | — | -6.05% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | +0.22% | +180.48% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.90% | — | -5.10% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.89% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.10% | -0.66% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | -0.73% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.75% | — | +0.89% | |
| 31 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.74% | — | +0.98% | |
| 32 | DMB | Bny Mellon Muni Bnd Infra | 股票-其他 | 0.71% | — | — | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.70% | — | +0.20% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.69% | — | +3.06% | |
| 35 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.68% | — | +0.89% | |
| 36 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.67% | — | +0.97% | |
| 37 | VKQ | Invesco Municipal Trust | 股票-其他 | 0.66% | — | +0.98% | |
| 38 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.66% | — | +0.79% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | -9.37% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | — | |
| 41 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.60% | — | +15.00% | |
| 42 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.59% | — | +17.09% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | +0.00% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.52% | — | +0.02% | |
| 45 | VMO | Invesco Municipal Opport | 股票-其他 | 0.51% | — | +0.87% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -9.93% | |
| 47 | BLK | BlackRock, Inc. | 股票-金融 | 0.50% | — | +0.84% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | +0.11% | |
| 49 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.49% | — | -7.35% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | — | -10.94% | |