| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 8.62% | -0.17% | +14.47% | |
| 2 | PMO | Putnam Municipal Oppor | 股票-其他 | 4.67% | -0.12% | +0.14% | |
| 3 | BKT | Blackrock Income Trust | 股票-其他 | 4.05% | -0.07% | +1.52% | |
| 4 | EVN | Eaton Vance Muni INC Tr | 股票-其他 | 3.95% | -0.09% | +0.23% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.91% | -0.22% | -1.20% | |
| 6 | MYI | Blackrock Muniyield Qlty Iii | 股票-其他 | 2.39% | +1.05% | +0.17% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.35% | +0.04% | -5.23% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.32% | -0.09% | -0.23% | |
| 9 | MQY | Blackrock Muniyield Quality | 股票-其他 | 2.30% | +0.23% | +0.22% | |
| 10 | NBH | Neuberger Municipal Fund INC | 股票-其他 | 2.18% | — | +537.30% | |
| 11 | MHD | Blackrock Muniholdings Fund | 股票-其他 | 2.11% | +1.27% | -1.54% | |
| 12 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.95% | — | +0.00% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.76% | +0.48% | +115.04% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.61% | — | -3.15% | |
| 15 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 1.60% | — | +2.33% | |
| 16 | NXP | Nuveen Select Tax-free INC | 股票-其他 | 1.41% | +0.10% | -0.09% | |
| 17 | XPCQX | Pimco California Muni INC Fd | 股票-其他 | 1.40% | — | +15.03% | |
| 18 | EOT | Eaton Vance National Municip | 股票-其他 | 1.39% | — | +0.08% | |
| 19 | KTF | Dws Municipal Income Trust | 股票-其他 | 1.33% | — | +5.87% | |
| 20 | XMUIX | Blackrock Municipal Income | 股票-其他 | 1.22% | — | +3.74% | |
| 21 | DFAT | Dimensional US Target Value | ETF-其他 | 1.21% | +0.12% | -4.02% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.39% | -24.61% | |
| 23 | DFAI | Dimensional International Co | ETF-其他 | 1.19% | +0.24% | +76.48% | |
| 24 | XMVFX | Blackrock Munivest Fund | 股票-其他 | 1.18% | -0.75% | EXIT | |
| 25 | BGT | Blackrock Fltng Rt INC Tr | 股票-其他 | 1.17% | — | +0.47% | |
| 26 | MMU | Western Asset Managed Munici | 股票-其他 | 1.04% | — | +275.39% | |
| 27 | JFR | Nuveen Floating Rate Income | 股票-其他 | 0.97% | — | -3.80% | |
| 28 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.96% | — | +0.11% | |
| 29 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 0.96% | -0.58% | EXIT | |
| 30 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.94% | — | +8.11% | |
| 31 | BLE | Blackrock Muni INC Tr Ii | 股票-其他 | 0.89% | -0.61% | EXIT | |
| 32 | XEVVX | Eaton Vance LTD Durat INC | 股票-其他 | 0.86% | — | -7.17% | |
| 33 | XBFZX | Blackrock Ca Muni INC Tr | 股票-其他 | 0.86% | -0.47% | EXIT | |
| 34 | MUA | Blackrock Muniassets Fund | 股票-其他 | 0.85% | +0.24% | +0.37% | |
| 35 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.83% | +0.45% | +0.34% | |
| 36 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.77% | — | +5.43% | |
| 37 | XFRAX | Blackrock Fltng Rt INC Strat | 股票-其他 | 0.73% | — | -0.73% | |
| 38 | VLT | Invesco High Income Trust Ii | 股票-其他 | 0.70% | — | +0.39% | |
| 39 | NCA | Nuveen California Muni Val | 股票-其他 | 0.70% | — | -0.15% | |
| 40 | VKI | Invesco Adv Muni INC Tr Ii | 股票-其他 | 0.68% | — | +0.03% | |
| 41 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.66% | — | +65.68% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.17% | +0.07% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | -0.85% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.61% | — | +1.20% | |
| 45 | MFM | Aberdeen Municipal Income | 股票-其他 | 0.56% | — | — | |
| 46 | XMVTX | Blackrock Munivest Fund Ii | 股票-其他 | 0.56% | -0.40% | EXIT | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.56% | — | +0.02% | |
| 48 | XENWX | Eaton Vance New York Municip | 股票-其他 | 0.56% | — | +0.25% | |
| 49 | PMM | Putnam Mgd Muni INC Tr | 股票-其他 | 0.55% | — | +0.10% | |
| 50 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.54% | — | -0.12% | |