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Name Funds holding
in top 10
Growth Growth % Return since
30 Jun ‘19
GYRE icon
2026
Gyre Therapeutics
GYRE
$714M
1 0 0% 88.4%
IBND icon
2027
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
3 0 0% 8.98%
INO icon
2028
Inovio Pharmaceuticals
INO
$69.6M
1 0 0% 98.1%
RHP icon
2029
Ryman Hospitality Properties
RHP
$7.84B
8 0 0% 53.2%
TSEM icon
2030
Tower Semiconductor
TSEM
$25.4B
4 0 0% 1,325%
HL icon
2031
Hecla Mining
HL
$10.7B
1 0 0% 781%
IQDG icon
2032
WisdomTree International Quality Dividend Growth Fund
IQDG
$730M
2 0 0% 52.9%
VOO icon
2033
Vanguard S&P 500 ETF
VOO
$1.01T
216 -1 -0.5% 162%
BAC icon
2034
Bank of America
BAC
$441B
188 -1 -0.5% 117%
TMO icon
2035
Thermo Fisher Scientific
TMO
$214B
148 -1 -0.7% 97.5%
NFLX icon
2036
Netflix
NFLX
$307B
108 -1 -0.9% 101%
AAPL icon
2037
Apple
AAPL
$4.56T
1,461 -18 -1% 531%
PYPL icon
2038
PayPal
PYPL
$51.1B
156 -2 -1% 47.8%
CMCSA icon
2039
Comcast
CMCSA
$89.3B
150 -2 -1% 40.5%
RTX icon
2040
RTX Corp
RTX
$301B
69 -1 -1% 172%
PFE icon
2041
Pfizer
PFE
$149B
199 -3 -1% 36.3%
CHTR icon
2042
Charter Communications
CHTR
$18.8B
62 -1 -2% 60.2%
EFAV icon
2043
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
60 -1 -2% 28.4%
VEA icon
2044
Vanguard FTSE Developed Markets ETF
VEA
$234B
290 -5 -2% 72.9%
SCHA icon
2045
Schwab U.S Small- Cap ETF
SCHA
$22.8B
57 -1 -2% 92.7%
BRK.A icon
2046
Berkshire Hathaway Class A
BRK.A
$1.13T
98 -2 -2% 147%
EMB icon
2047
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
47 -1 -2% 16.2%
IWD icon
2048
iShares Russell 1000 Value ETF
IWD
$83.2B
94 -2 -2% 101%
GM icon
2049
General Motors
GM
$76.3B
43 -1 -2% 126%
EFA icon
2050
iShares MSCI EAFE ETF
EFA
$79.4B
213 -5 -2% 63.3%