| 1 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.94% | — | -5.72% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.27% | — | -5.61% | |
| 3 | SNXFX | Schwab 1000 Index-inv | 股票-其他 | 5.07% | — | — | |
| 4 | GIREX | Apollo Diversif Rl Est-a | 股票-其他 | 4.75% | — | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.22% | — | -6.89% | |
| 6 | ✓ | Bluerock Total Income Real Estate A | 股票-其他 | 4.03% | — | — | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.65% | — | -5.83% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.58% | — | -9.55% | |
| 9 | CADEX | Cion Ares Divers Cred-a | 股票-其他 | 3.56% | — | — | |
| 10 | CSUAX | Cohen & Steers Gl Infr-a | 股票-其他 | 3.33% | — | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.88% | — | -0.08% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 2.75% | — | -0.46% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.52% | — | +2.60% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.43% | — | -0.57% | |
| 15 | BINIX | Baron International Grow-ins | 股票-其他 | 2.41% | — | — | |
| 16 | PRFRX | T Rowe Pr Floating Rate-inv | 股票-其他 | 2.19% | — | — | |
| 17 | BEXIX | Baron Emerging Markets-ins | 股票-其他 | 1.90% | — | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.89% | — | +0.34% | |
| 19 | JAFIX | Janus Hndrsn Flex Bnd-t | 股票-其他 | 1.86% | — | — | |
| 20 | HACAX | Harbor Capital Apprecia-inst | 股票-其他 | 1.85% | — | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.71% | — | -12.17% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.70% | — | -0.39% | |
| 23 | CPXAX | Cohen & Steer Pr Sec&inc-a | 股票-其他 | 1.58% | — | — | |
| 24 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.41% | — | +0.20% | |
| 25 | NPSAX | Nuveen Preferred Securit-a | 股票-其他 | 1.40% | — | — | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.25% | — | +82.93% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.13% | — | +0.23% | |
| 28 | EIPCX | Param Comm Strat Fd Class I | 股票-其他 | 1.10% | — | — | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.06% | — | +248.65% | |
| 30 | PHYZX | Pgim High Yield-z | 股票-其他 | 0.99% | — | — | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.97% | — | -5.30% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.96% | — | +17.27% | |
| 33 | HCAIX | Harbor Capital Apprecia-inv | 股票-其他 | 0.93% | — | — | |
| 34 | SAMHX | Virtus Seix High Yield-i | 股票-其他 | 0.89% | — | — | |
| 35 | BIGFX | Baron International Grow-rtl | 股票-其他 | 0.89% | — | — | |
| 36 | SAMBX | Virtus Seix Flt Rt Hi Inc-i | 股票-其他 | 0.81% | — | — | |
| 37 | BEXFX | Baron Emerging Markets-rtl | 股票-其他 | 0.75% | — | — | |
| 38 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 0.72% | — | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | — | -5.91% | |
| 40 | LGILX | Schwab Select Lrg Cap Gr | 股票-其他 | 0.57% | — | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.56% | — | -12.11% | |
| 42 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 0.53% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | -4.06% | |
| 44 | DBLTX | Doubleline Ttl Rtrn Bnd-i | 股票-其他 | 0.48% | — | — | |
| 45 | GIBLX | Guggenheim Tot Ret Bnd-p | 股票-其他 | 0.48% | — | — | |
| 46 | LEXCX | Voya CORP Ldrs-ser B-a | 股票-其他 | 0.46% | — | — | |
| 47 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 0.37% | — | — | |
| 48 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.32% | — | +8.53% | |
| 49 | EAPCX | Param Comm Strat Fd Class A | 股票-其他 | 0.31% | — | — | |
| 50 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.28% | — | +14.17% | |