| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 9.28% | +0.03% | +0.28% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.66% | +0.12% | +0.09% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.84% | -0.23% | +9.23% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.76% | -0.23% | -1.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.08% | +0.08% | -0.38% | |
| 6 | RWO | State Street Spdr Dow Jones | ETF-其他 | 3.42% | — | +16.30% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.19% | — | -8.17% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.80% | — | -6.38% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.55% | — | -1.06% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.27% | — | -5.26% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | — | -5.30% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.75% | — | +4.28% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.64% | — | -6.72% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.58% | -0.02% | -5.48% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.52% | — | -2.04% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.47% | — | +9.78% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.42% | — | -2.38% | |
| 18 | DWM | Wisdomtree International Equ | ETF-其他 | 1.31% | — | -7.71% | |
| 19 | EMLP | First Trust North American E | ETF-其他 | 1.30% | — | -0.54% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 1.20% | — | -1.80% | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.19% | — | +0.20% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.15% | — | +5.26% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.04% | — | -0.12% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.04% | +0.22% | +1.67% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.89% | — | -46.04% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.89% | — | -1.60% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.82% | — | +3.17% | |
| 28 | DMB | Bny Mellon Muni Bnd Infra | 股票-其他 | 0.76% | — | +0.30% | |
| 29 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.75% | — | +0.34% | |
| 30 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.72% | — | +4.50% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.72% | — | -0.74% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.72% | — | +86.84% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | — | +0.20% | |
| 34 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.69% | — | +0.31% | |
| 35 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.67% | — | +0.32% | |
| 36 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.67% | — | +0.27% | |
| 37 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.66% | — | +6.33% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.10% | -9.33% | |
| 39 | VKQ | Invesco Municipal Trust | 股票-其他 | 0.65% | — | +0.33% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | -5.62% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | — | +0.01% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | +0.01% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.55% | — | -0.87% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -2.63% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.51% | — | +5.30% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +1.16% | |
| 47 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.50% | — | -0.86% | |
| 48 | VMO | Invesco Municipal Opport | 股票-其他 | 0.49% | — | +0.07% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | -2.61% | |
| 50 | BLK | BlackRock, Inc. | 股票-金融 | 0.49% | — | +0.07% | |