| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 21.02% | -0.26% | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 8.90% | -0.12% | — | |
| 3 | WCPBX | Weitz Core Plus Income-inst | 股票-其他 | 6.21% | +0.26% | — | |
| 4 | VMFXX | Vanguard Federal Money Mrkt | 股票-其他 | 5.63% | — | — | |
| 5 | FTSIX | Fullthaler Beh Smid Cor-ins | 股票-其他 | 4.43% | +0.20% | — | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.70% | +0.02% | — | |
| 7 | RCIRX | Regan Ttl Rtrn Inc-inst | 股票-其他 | 3.49% | +0.17% | — | |
| 8 | QLEIX | Aqr Long-short Equity-i | 股票-其他 | 2.92% | +0.08% | — | |
| 9 | RCTIX | River Canyon Ttl Rtn Bnd-ins | 股票-其他 | 2.87% | +0.15% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.86% | -2.51% | — | |
| 11 | BIMBX | Blckrck Syst Multi-str-inst | 股票-其他 | 2.82% | +0.10% | — | |
| 12 | EGRIX | Eaton Van Gl Mac A/r Adv-i | 股票-其他 | 2.82% | +0.09% | — | |
| 13 | OANMX | Oakmark Fund-inst | 股票-其他 | 2.82% | +0.08% | — | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.30% | +0.28% | — | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.85% | +0.08% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.61% | — | — | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.61% | — | — | |
| 18 | BMQIX | Baird Municipal Bond-inst | 股票-其他 | 1.55% | -0.03% | — | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.35% | +0.24% | — | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.21% | +0.03% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.20% | — | — | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.92% | — | — | |
| 23 | CBUS | Cibus INC | 股票-其他 | 0.82% | — | — | |
| 24 | FEHIX | First Eagle Hi Yld Muni-i | 股票-其他 | 0.72% | +0.01% | — | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.72% | +0.13% | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | -0.01% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.64% | — | — | |
| 28 | VMRXX | Vanguard Cash Res Fed-adm | 股票-其他 | 0.55% | — | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.51% | -0.04% | — | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.41% | -0.02% | — | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.39% | — | — | |
| 32 | WMFFX | Amer Fnd Wash Mut Inv-f2 | 股票-其他 | 0.33% | — | — | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.32% | -0.20% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.32% | — | — | |
| 35 | AMAT | Applied Materials INC | 股票-科技 | 0.31% | -0.12% | — | |
| 36 | ABR | Arbor Realty Trust INC | 股票-房地產 | 0.31% | — | — | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.31% | -0.13% | — | |
| 38 | AMBFX | American Balanced Fund-f2 | 股票-其他 | 0.29% | +0.05% | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.27% | — | — | |
| 40 | WGIFX | Af Cap Wlrd Gr & Inc-f2 | 股票-其他 | 0.26% | +0.02% | — | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.24% | -0.31% | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | — | — | |
| 43 | ICAFX | Amer Fnd Inv Co Of Am-f2 | 股票-其他 | 0.22% | +0.02% | — | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.22% | -0.05% | — | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.20% | — | — | |
| 46 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.19% | -0.04% | — | |
| 47 | ✓ | Bluerock Total Income R | 股票-其他 | 0.17% | — | — | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.17% | -0.05% | — | |
| 49 | NLY | Annaly Capital Management In | 股票-房地產 | 0.17% | -0.03% | — | |
| 50 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.16% | — | — | |