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Name Funds
holding
Growth Growth % Return since
31 Mar ‘18
SWZ
2026
Swiss Helvetia Fund
SWZ
$76.2M
44 +1 +2% 52.1%
WM icon
2027
Waste Management
WM
$96.2B
1,105 +25 +2% 185%
HCSG icon
2028
Healthcare Services Group
HCSG
$1.59B
313 +7 +2% 46.8%
VTV icon
2029
Vanguard Value ETF
VTV
$189B
716 +16 +2% 114%
IJH icon
2030
iShares Core S&P Mid-Cap ETF
IJH
$122B
1,122 +25 +2% 101%
FLR icon
2031
Fluor
FLR
$7.09B
495 +11 +2% 11.3%
BOND icon
2032
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
225 +5 +2% 12.9%
SNDA icon
2033
Sonida Senior Living
SNDA
$2.04B
90 +2 +2% 73.3%
TACT icon
2034
Transact Technologies
TACT
$51.7M
45 +1 +2% 61.5%
IIF
2035
Morgan Stanley India Investment Fund
IIF
$212M
45 +1 +2% 26.2%
OC icon
2036
Owens Corning
OC
$11.5B
451 +10 +2% 77.3%
UVV icon
2037
Universal Corp
UVV
$1.34B
182 +4 +2% 10.8%
XYL icon
2038
Xylem
XYL
$28.5B
639 +14 +2% 56.1%
EEM icon
2039
iShares MSCI Emerging Markets ETF
EEM
$28.4B
1,143 +25 +2% 30.8%
FMNB icon
2040
Farmers National Banc Corp
FMNB
$904M
92 +2 +2% 10.2%
SENEA icon
2041
Seneca Foods Class A
SENEA
$1.13B
92 +2 +2% 503%
EVG
2042
Eaton Vance Short Duration Diversified Income Fund
EVG
$142M
46 +1 +2% 22.7%
BAC icon
2043
Bank of America
BAC
$436B
2,026 +44 +2% 107%
VTI icon
2044
Vanguard Total Stock Market ETF
VTI
$653B
1,107 +24 +2% 168%
VDE icon
2045
Vanguard Energy ETF
VDE
$9.95B
323 +7 +2% 79.6%
SRG
2046
Seritage Growth Properties
SRG
$133M
139 +3 +2% 93.3%
WDFC icon
2047
WD-40
WDFC
$3.13B
233 +5 +2% 77%
IYE icon
2048
iShares US Energy ETF
IYE
$1.73B
188 +4 +2% 69.1%
BHB icon
2049
Bar Harbor Bankshares
BHB
$660M
94 +2 +2% 42.1%
SIVR icon
2050
abrdn Physical Silver Shares ETF
SIVR
$4.07B
47 +1 +2% 250%