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
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Name Funds holding
in top 10 		Growth Growth % Return since
31 Dec ‘23
1501
12 +1 +9% 33.3%
1502
12 +1 +9% 1.28%
1503
12 +1 +9% 72.8%
SCHB icon
1504
Schwab US Broad Market ETF
SCHB
$38.6B
125 +10 +9% 42.5%
1505
25 +2 +9% 68%
1506
88 +7 +9% 29.9%
1507
2,895 +228 +9% 7.75%
1508
13 +1 +8% 64.8%
1509
13 +1 +8% 252%
1510
13 +1 +8% 11.7%
DLN icon
1511
WisdomTree US LargeCap Dividend Fund
DLN
$5.85B
13 +1 +8% 39.8%
1512
13 +1 +8% 19.8%
1513
13 +1 +8% 53.3%
1514
13 +1 +8% 20.7%
1515
118 +9 +8% 3.46%
1516
80 +6 +8% 1.99%
1517
256 +19 +8% 32.3%
1518
27 +2 +8% 0.25%
1519
83 +6 +8% 19.9%
1520
182 +13 +8% 54.2%
1521
56 +4 +8% 49.1%
1522
14 +1 +8% 4.25%
1523
14 +1 +8% 42.4%
1524
14 +1 +8% 54%
1525
14 +1 +8% 52%
59 60
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