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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Mar ‘23
IVV icon
2676
iShares Core S&P 500 ETF
IVV
$902B
848 -3 -0.4% 88.9%
SCHD icon
2677
Schwab US Dividend Equity ETF
SCHD
$105B
264 -4 -1% 39%
PDD icon
2678
Pinduoduo
PDD
$131B
65 -1 -2% 20.9%
VOO icon
2679
Vanguard S&P 500 ETF
VOO
$1.01T
518 -8 -2% 89%
SPTM icon
2680
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
59 -1 -2% 86.2%
SNOW icon
2681
Snowflake
SNOW
$115B
52 -1 -2% 114%
VO icon
2682
Vanguard Morningstar Mid-Cap ETF
VO
$109B
197 -4 -2% 56.8%
DFAU icon
2683
Dimensional US Core Equity Market ETF
DFAU
$12.8B
49 -1 -2% 86.1%
SPYM
2684
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
142 -3 -2% 89%
DGRW icon
2685
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
46 -1 -2% 60.4%
SPYG icon
2686
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
127 -3 -2% 122%
IGIB icon
2687
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
42 -1 -2% 2.15%
VTEB icon
2688
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
83 -2 -2% 1.68%
BRK.A icon
2689
Berkshire Hathaway Class A
BRK.A
$1.12T
124 -3 -2% 67.5%
HCA icon
2690
HCA Healthcare
HCA
$89.5B
40 -1 -2% 56.8%
CME icon
2691
CME Group
CME
$94.8B
40 -1 -2% 37.7%
VONG icon
2692
Vanguard Russell 1000 Growth ETF
VONG
$45B
39 -1 -3% 104%
AJG icon
2693
Arthur J. Gallagher & Co
AJG
$63.6B
38 -1 -3% 29.7%
RSP icon
2694
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
147 -4 -3% 52.2%
IWR icon
2695
iShares Russell Mid-Cap ETF
IWR
$57.4B
63 -2 -3% 61.8%
IJR icon
2696
iShares Core S&P Small-Cap ETF
IJR
$112B
339 -11 -3% 54%
SCZ icon
2697
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
30 -1 -3% 45.9%
IWO icon
2698
iShares Russell 2000 Growth ETF
IWO
$15.1B
29 -1 -3% 72%
MO icon
2699
Altria Group
MO
$114B
28 -1 -3% 53.2%
AGG icon
2700
iShares Core US Aggregate Bond ETF
AGG
$138B
307 -11 -3% 2.05%
106 107
108
109 110