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Name Funds
holding
Growth Growth % Return since
30 Sep ‘25
FSMB icon
2026
First Trust Short Duration Managed Municipal ETF
FSMB
$639M
129 -1 -0.8% 2.94%
IYK icon
2027
iShares US Consumer Staples ETF
IYK
$1.63B
255 -2 -0.8% 5.25%
TCMD icon
2028
Tactile Systems Technology
TCMD
$503M
126 -1 -0.8% 60.3%
SH icon
2029
ProShares Short S&P500
SH
$968M
122 -1 -0.8% 14.1%
AMPH icon
2030
Amphastar Pharmaceuticals
AMPH
$1.1B
243 -2 -0.8% 2.78%
GEL icon
2031
Genesis Energy
GEL
$1.75B
119 -1 -0.8% 14.5%
TDOC icon
2032
Teladoc Health
TDOC
$1.05B
356 -3 -0.8% 25.4%
HOPE icon
2033
Hope Bancorp
HOPE
$1.72B
237 -2 -0.8% 25.2%
IGR
2034
CBRE Global Real Estate Income Fund
IGR
$580M
116 -1 -0.9% 25.6%
XSVM icon
2035
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$595M
114 -1 -0.9% 17.8%
CRD.A icon
2036
Crawford & Co Class A
CRD.A
$608M
112 -1 -0.9% 19.3%
GJUN icon
2037
FT Vest US Equity Moderate Buffer ETF June
GJUN
$515M
111 -1 -0.9% 8.98%
PACK icon
2038
Ranpak Holdings
PACK
$340M
109 -1 -0.9% 29.4%
MSEX icon
2039
Middlesex Water
MSEX
$997M
214 -2 -0.9% 2.25%
LCII icon
2040
LCI Industries
LCII
$2B
321 -3 -0.9% 11.8%
JHML icon
2041
John Hancock Multifactor Large Cap ETF
JHML
$1.18B
105 -1 -0.9% 16.2%
STBA icon
2042
S&T Bancorp
STBA
$1.72B
209 -2 -0.9% 29.8%
JPIN icon
2043
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
104 -1 -1% 9.97%
DDEC icon
2044
FT Vest US Equity Deep Buffer ETF December
DDEC
$432M
103 -1 -1% 11.7%
BOE icon
2045
BlackRock Enhanced Global Dividend Trust
BOE
$655M
102 -1 -1% 1.82%
RWT
2046
Redwood Trust
RWT
$432M
204 -2 -1% 40.6%
IQI icon
2047
Invesco Quality Municipal Securities
IQI
$470M
101 -1 -1% 9.75%
RSKD icon
2048
Riskified
RSKD
$1.03B
100 -1 -1% 66.5%
GT icon
2049
Goodyear
GT
$1.34B
399 -4 -1% 37.7%
OSPN icon
2050
OneSpan
OSPN
$677M
197 -2 -1% 15.7%