| FZROX Fidelity ZERO Total Market Index Fund |
- |
-
|
1 |
-
|
| VCLAX Vanguard California Long-Term Tax-Exempt Fund Admiral Shares |
- |
-
|
11 |
-8%
|
| AOGIX American Century Investments One Choice Portfolio: Aggressive Investor Class |
- |
-
|
1 |
86%
|
| VTIAX Vanguard Total International Stock Index Fund Admiral Shares |
- |
-
|
3 |
12%
|
| MDDVX BlackRock Equity Dividend Fund Investor A Shares |
- |
-
|
4 |
-9%
|
| FADMX Fidelity Strategic Income Fund |
- |
-
|
10 |
-10%
|
| PDGIX T. Rowe Price Dividend Growth Fund I Class |
- |
9.13 %
|
4 |
-1%
|
| VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares |
- |
-
|
4 |
8%
|
| SMCWX American Funds SMALLCAP World Fund Class A |
- |
-
|
1 |
-
|
| FXNAX Fidelity U.S. Bond Index Fund |
- |
-
|
11 |
-7%
|
| FAGIX Fidelity Capital & Income Fund |
- |
-
|
12 |
-4%
|
| NAESX Vanguard Small Capitalization Index Fund Investor Shares |
- |
4.86 %
|
2 |
8%
|
| VIMSX Vanguard Mid-Cap Index Fund Investor Shares |
- |
2.47 %
|
2 |
6%
|
| ASVIX American Century Small Cap Value Fund Investor Class |
- |
-
|
3 |
-11%
|
| CAIBX American Funds Capital Income Builder Class A |
- |
-
|
4 |
1%
|
| VTSMX Vanguard Total Stock Market Index Fund Investor Shares |
- |
2.36 %
|
4 |
4%
|
| LCLAX ClearBridge Select Fund Class A |
- |
-
|
1 |
-
|
| VBMFX Vanguard Total Bond Market Index Fund Investor Shares |
- |
-
|
12 |
-6%
|
| PIMIX PIMCO Income Fund Institutional Class |
- |
-
|
12 |
-7%
|
| VGTSX Vanguard Total International Stock Index Fund Investor Shares |
- |
-
|
2 |
12%
|
| JIGTX John Hancock Funds International Growth Fund Class R6 |
- |
-
|
1 |
46%
|
| BPTRX Baron Partners Fund Retail Shares |
- |
-
|
1 |
-
|
| FZILX Fidelity ZERO International Index Fund |
- |
-
|
2 |
-
|
| ANCFX American Funds Fundamental Investors Class A |
- |
-
|
4 |
0%
|
| SFLNX Schwab Fundamental US Large Company Index Fund |
- |
-
|
1 |
1%
|
| FCPGX Fidelity Small Cap Growth Fund |
- |
-
|
2 |
-
|
| FKINX Franklin Income Fund Class A1 |
- |
3.73 %
|
10 |
-2%
|
| FKITX Franklin Federal Intermediate-Term Tax-Free Income Fund Class A1 |
- |
-
|
12 |
-4%
|
| BUFTX Buffalo Discovery Fund |
- |
-
|
1 |
-
|
| CIPMX Champlain Mid Cap Fund Advisor Class |
- |
-
|
1 |
-
|
| RLBGX American Funds American Balanced Fund Class R-6 |
- |
-
|
4 |
-2%
|
| FCNTX Fidelity Contrafund Fund |
- |
-
|
2 |
828%
|
| FNCMX Fidelity NASDAQ Composite Index Fund |
- |
-
|
1 |
6%
|
| FOCPX Fidelity OTC Portfolio |
- |
-
|
2 |
-
|
| JAENX Janus Henderson Enterprise Fund Class T |
- |
-
|
1 |
116%
|
| JUNSW Jupiter Neurosciences, Inc. Warrants |
- |
-
|
- |
-
|
| POLRX Polen Growth Fund Investor Class |
- |
-
|
1 |
-
|
| RPMGX T. Rowe Price Mid-Cap Growth Fund |
- |
4.27 %
|
1 |
-
|
| XDLYX DoubleLine Yield Opportunities Fund |
- |
-
|
8 |
-
|
| XTHWX Tekla World Healthcare Fund |
- |
-
|
4 |
-
|
| VDIGX Vanguard Dividend Growth Fund Investor Shares |
- |
-
|
3 |
4%
|
| VFINX Vanguard 500 Index Fund Investor Shares |
- |
8.98 %
|
4 |
4%
|
| XDCFX BNY Mellon Alcentra Global Cred |
- |
-
|
9 |
-
|
| VTSAX Vanguard Total Stock Market Index Fund Admiral Shares |
- |
2.52 %
|
4 |
4%
|
| PFISX Principal International Small Company Fund R-6 |
1.12 % |
-
|
1 |
-34%
|
| XHFOX Highland Income Fund |
- |
-
|
11 |
-
|
| XDMBX BNY Mellon Municipal Bond Infra |
- |
-
|
8 |
-
|
| SWTSX Schwab Total Stock Market Index Fund |
- |
3.35 %
|
1 |
4%
|
| FHIGX Fidelity Municipal Income Fund |
3.09 % |
-
|
13 |
-10%
|
| MCHFX Matthews China Fund Investor Class |
1.21 % |
-
|
1 |
-28%
|
| SWPPX Schwab S&P 500 Index Fund |
1.73 % |
3.66 %
|
1 |
3%
|
| MJFOX Matthews Japan Fund Investor Class |
10.54 % |
-
|
1 |
63%
|
| SWISX Schwab International Index Fund |
1.81 % |
3.69 %
|
1 |
18%
|
| MAKOX Matthews Korea Fund Investor Class |
0.69 % |
-
|
1 |
80%
|
| XMSAX BlackRock Multi-Sector Opportunities Trust II |
- |
-
|
2 |
-
|
| MCDFX Matthews China Dividend Fund Investor Class |
- |
-
|
2 |
16%
|
| XGEIX Guggenheim Energy & Income Fund |
- |
-
|
3 |
2%
|
| SWEGX Schwab MarketTrack All Equity Portfolio |
- |
-
|
1 |
28%
|
| SFNNX Schwab Fundamental International Large Company Index Fund |
- |
-
|
1 |
16%
|
| SFILX Schwab Fundamental International Small Company Index Fund |
- |
-
|
1 |
12%
|
| FDEWX Fidelity Freedom Index 2055 Fund Investor Class |
0.28 % |
-
|
2 |
8%
|
| FXAIX Fidelity 500 Index Fund |
- |
-
|
4 |
4%
|
| XDNIX Dividend and Income Fd, Inc. |
- |
-
|
9 |
-
|
| XALCX Dreyfus Alcentra Multi-Strategy Global Credit Fund, Inc. |
- |
-
|
2 |
-
|
| SWASX Schwab Global Real Estate Fund |
- |
-
|
4 |
20%
|
| SICNX Schwab International Core Equity Fund |
- |
-
|
1 |
46%
|
| XMSOX BlackRock Multi-Sector Opportunities Trust Series I |
- |
-
|
3 |
-4%
|
| FNILX Fidelity ZERO Large Cap Index Fund |
- |
-
|
1 |
-
|