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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
30 Sep ‘23
RFG icon
2801
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
1 0 0% 61%
RRR icon
2802
Red Rock Resorts
RRR
$3.62B
1 0 0% 50.9%
SGLC icon
2803
SGI US Large Cap Core ETF
SGLC
$213M
2 0 0% 69.3%
TSI
2804
TCW Strategic Income Fund
TSI
$213M
1 0 0% 3.93%
VONV icon
2805
Vanguard Russell 1000 Value ETF
VONV
$21.2B
24 0 0% 69.5%
VRTS icon
2806
Virtus Investment Partners
VRTS
$1.1B
1 0 0% 18.2%
MSFT icon
2807
Microsoft
MSFT
$3.71T
2,677 -9 -0.3% 58.4%
IJH icon
2808
iShares Core S&P Mid-Cap ETF
IJH
$127B
327 -2 -0.6% 56%
SPY icon
2809
State Street SPDR S&P 500 ETF Trust
SPY
$823B
937 -8 -0.8% 80.9%
IJR icon
2810
iShares Core S&P Small-Cap ETF
IJR
$112B
324 -3 -0.9% 57.9%
VBR icon
2811
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
105 -1 -0.9% 56.7%
SPYV icon
2812
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
104 -1 -1% 53%
BABA icon
2813
Alibaba
BABA
$308B
94 -1 -1% 48%
PG icon
2814
Procter & Gamble
PG
$339B
265 -3 -1% 0.05%
MBB icon
2815
iShares MBS ETF
MBB
$39.1B
74 -1 -1% 5.03%
ITOT icon
2816
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
140 -2 -1% 80%
TMO icon
2817
Thermo Fisher Scientific
TMO
$220B
139 -2 -1% 17.4%
BSV icon
2818
Vanguard Short-Term Bond ETF
BSV
$44.6B
131 -2 -2% 3.18%
DFAS icon
2819
Dimensional US Small Cap ETF
DFAS
$15.7B
60 -1 -2% 59.1%
WFC icon
2820
Wells Fargo
WFC
$264B
60 -1 -2% 114%
ACN icon
2821
Accenture
ACN
$108B
108 -2 -2% 42.8%
IVW icon
2822
iShares S&P 500 Growth ETF
IVW
$77.6B
104 -2 -2% 108%
RY icon
2823
Royal Bank of Canada
RY
$293B
50 -1 -2% 141%
IVE icon
2824
iShares S&P 500 Value ETF
IVE
$49.8B
98 -2 -2% 53.3%
VEA icon
2825
Vanguard FTSE Developed Markets ETF
VEA
$236B
422 -9 -2% 66.7%
111 112
113
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