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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
BABA icon
2826
Alibaba
BABA
$269B
94 -1 -1% 29.5%
PG icon
2827
Procter & Gamble
PG
$345B
265 -3 -1% 1.72%
MBB icon
2828
iShares MBS ETF
MBB
$39.1B
74 -1 -1% 5.02%
ITOT icon
2829
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
140 -2 -1% 74.3%
TMO icon
2830
Thermo Fisher Scientific
TMO
$196B
139 -2 -1% 4.41%
BSV icon
2831
Vanguard Short-Term Bond ETF
BSV
$44.6B
130 -2 -2% 3.06%
DFAS icon
2832
Dimensional US Small Cap ETF
DFAS
$15B
60 -1 -2% 53.8%
WFC icon
2833
Wells Fargo
WFC
$268B
60 -1 -2% 115%
ACN icon
2834
Accenture
ACN
$84.8B
108 -2 -2% 54.9%
IVW icon
2835
iShares S&P 500 Growth ETF
IVW
$74.3B
104 -2 -2% 99.4%
RY icon
2836
Royal Bank of Canada
RY
$293B
50 -1 -2% 141%
IVE icon
2837
iShares S&P 500 Value ETF
IVE
$48.7B
98 -2 -2% 50.1%
VEA icon
2838
Vanguard FTSE Developed Markets ETF
VEA
$226B
421 -9 -2% 59.6%
IGSB icon
2839
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.7B
93 -2 -2% 4.44%
CRM icon
2840
Salesforce
CRM
$140B
92 -2 -2% 15.6%
JEPI icon
2841
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
137 -3 -2% 5.97%
VTV icon
2842
Vanguard Value ETF
VTV
$187B
347 -8 -2% 59%
BN icon
2843
Brookfield
BN
$106B
42 -1 -2% 108%
IUSB icon
2844
iShares Core Universal USD Bond ETF
IUSB
$42.6B
81 -2 -2% 4.28%
SBUX icon
2845
Starbucks
SBUX
$122B
40 -1 -2% 17.6%
VIG icon
2846
Vanguard Dividend Appreciation ETF
VIG
$111B
238 -6 -2% 53.5%
NOBL icon
2847
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
39 -1 -3% 28.6%
VGK icon
2848
Vanguard FTSE Europe ETF
VGK
$29.8B
39 -1 -3% 51.7%
VXF icon
2849
Vanguard Extended Market ETF
VXF
$30.7B
36 -1 -3% 66.9%
PFF icon
2850
iShares Preferred and Income Securities ETF
PFF
$13.3B
34 -1 -3% 0.66%
112 113
114
115 116