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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 Jun ‘21
IWF icon
1001
iShares Russell 1000 Growth ETF
IWF
$126B
172 +6 +4% 80.4%
MCHP icon
1002
Microchip Technology
MCHP
$46.5B
30 +1 +3% 14.3%
MSFT icon
1003
Microsoft
MSFT
$2.86T
2,147 +70 +3% 42.1%
SCHP icon
1004
Schwab US TIPS ETF
SCHP
$16.5B
65 +2 +3% 16.3%
CRWD icon
1005
CrowdStrike
CRWD
$190B
34 +1 +3% 197%
VEA icon
1006
Vanguard FTSE Developed Markets ETF
VEA
$227B
313 +9 +3% 35.8%
BMY icon
1007
Bristol-Myers Squibb
BMY
$119B
72 +2 +3% 12.5%
BOND icon
1008
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.25B
36 +1 +3% 17.9%
VTEB icon
1009
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
36 +1 +3% 9.04%
SPY icon
1010
State Street SPDR S&P 500 ETF Trust
SPY
$783B
768 +21 +3% 75.6%
CME icon
1011
CME Group
CME
$87.2B
38 +1 +3% 13.4%
XYZ
1012
Block Inc
XYZ
$46.1B
77 +2 +3% 68.2%
MGK icon
1013
Vanguard Mega Cap Growth ETF
MGK
$33.2B
42 +1 +2% 90.8%
VCSH icon
1014
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
180 +4 +2% 5.05%
RSP icon
1015
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
113 +2 +2% 42.6%
IEFA icon
1016
iShares Core MSCI EAFE ETF
IEFA
$186B
288 +5 +2% 28.8%
SYK icon
1017
Stryker
SYK
$127B
62 +1 +2% 27.7%
ACN icon
1018
Accenture
ACN
$83.8B
125 +2 +2% 53.5%
IVV icon
1019
iShares Core S&P 500 ETF
IVV
$892B
722 +11 +2% 75.7%
BNDX icon
1020
Vanguard Total International Bond ETF
BNDX
$82.2B
70 +1 +1% 16%
AAPL icon
1021
Apple
AAPL
$4.71T
2,243 +29 +1% 134%
UBER icon
1022
Uber
UBER
$152B
80 +1 +1% 48.9%
QUAL icon
1023
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
102 +1 +1% 65%
VEU icon
1024
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
107 +1 +0.9% 29.8%
QCOM icon
1025
Qualcomm
QCOM
$197B
109 +1 +0.9% 30.9%
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