| Vanguard S&P 500 ETF | 46,294 | 26.3M $ | |
| Vanguard FTSE Developed Markets ETF | 315,371 | 18M $ | |
| Invesco QQQ Trust Series 1 | 27,169 | 15M $ | |
| Vanguard International Equity Index Funds | 149,297 | 7.4M $ | |
| Vanguard Small-Cap ETF | 31,013 | 7.3M $ | |
| BLACKROCK MUNIHOLDINGS FD INC | 606,318 | 6.8M $ | |
| BLACKROCK MUNIYIELD QUALITY FD INC | 443,717 | 4.9M $ | |
| Morgan Stanley Emerging Market | 958,773 | 4.9M $ | |
| BLACKROCK MUNIYIELD QUALITY FD III INC | 461,043 | 4.8M $ | |
| Neuberger Municipal Fund Inc | 462,461 | 4.5M $ | |
| ALLIANCEBERNSTEIN NATL MUN INCOME FD INC | 420,224 | 4.3M $ | |
| Blackrock Credit Allocation Income Trust | 367,912 | 4M $ | |
| Aberdeen | 240,034 | 3.8M $ | |
| Western Asset Managed Municipals Fund Inc. | 344,641 | 3.4M $ | |
| Brookfield Real Assets Income | 253,193 | 3.4M $ | |
| Templeton Emerging Markets Inc | 551,585 | 3.3M $ | |
| BlackRock Corporate High Yield Fund Inc. | 307,199 | 3M $ | |
| Western Asset Emerging Markets Debt Fund Inc. | 286,804 | 2.9M $ | |
| Cohen & Steers Limited Duratio | 132,703 | 2.8M $ | |
| Western Asset High Income Opportunity Fund Inc. | 691,641 | 2.8M $ | |
| DoubleLine Yield Opportunities | 168,388 | 2.6M $ | |
| Eaton Vance Municipal Bond Fund | 256,760 | 2.5M $ | |
| KKR Income Opportunities Fund | 180,612 | 2.3M $ | |
| PIMCO DYNAMIC INCOME STRATEGY FUND | 90,004 | 2.2M $ | |
| Blackrock Multi-Sector Income Tr | 147,763 | 2.2M $ | |
| Morgan Stanley Eme | 270,627 | 2.1M $ | |
| Angel Oak Funds Trust | 99,674 | 2.1M $ | |
| Vanguard World Fund | 30,354 | 2M $ | |
| BLACKROCK MUNIHOLDINGS CALIF QUALITY FD INC | 183,505 | 1.9M $ | |
| Blackrock Income Trust Inc. | 159,882 | 1.9M $ | |
| Allspring Multi-Sector Income Fund | 183,467 | 1.7M $ | |
| First Trust Intermediate Duration Preferred & Income Fund | 91,917 | 1.7M $ | |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 65,472 | 1.3M $ | |
| BlackRock Taxable Municipal Bond Trust | 76,836 | 1.2M $ | |
| BrandywineGLOBAL-Global Income Opportunities Fund Inc | 114,312 | 949.9K $ | |
| DoubleLine Income Solutions Fund | 76,095 | 931.4K $ | |
| Invesco Municipal Trust | 96,145 | 879.7K $ | |
| First Trust Exchange-Traded Fund III | 26,688 | 770.7K $ | |
| iShares J.P. Morgan EM High Yi | 19,699 | 767.7K $ | |
| Nuveen California Quality Muni | 66,281 | 740.4K $ | |
| Nuveen California AMT-Free Qua | 58,827 | 692.4K $ | |
| Blackrock Core Bond Trust | 55,308 | 537.6K $ | |
| PIMCO California Mun | 55,652 | 478.1K $ | |
| Broadcom Inc | 1,627 | 448.4K $ | |
| VanEck Emerging Markets High Y | 20,490 | 406.1K $ | |
| Allspring Income Opportunities Fund | 55,900 | 394.7K $ | |
| Affirm Holdings Inc | 3,541 | 244.8K $ | |
| Microsoft Corp | 471 | 234.2K $ | |
| DoubleLine Commercial Real Est | 4,324 | 225K $ | |
| iShares Broad USD High Yield Corporate Bond ETF | 5,535 | 207.6K $ | |
| TCW Strategic Income Fund Inc. | 15,286 | 74.6K $ | |