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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
TLH icon
26
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
123 182 59 10.9%
RSP icon
27
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
121 467 346 55.9%
ARCC icon
28
Ares Capital
ARCC
$14.3B
120 283 163 8.18%
PCAR icon
29
PACCAR
PCAR
$69.1B
117 337 220 98.9%
VHT icon
30
Vanguard Health Care ETF
VHT
$19B
116 348 232 27.7%
SDY icon
31
State Street SPDR S&P Dividend ETF
SDY
$22.1B
113 420 307 25.9%
HBAN icon
32
Huntington Bancshares
HBAN
$35.6B
111 378 267 24.8%
IUSB icon
33
iShares Core Universal USD Bond ETF
IUSB
$43.1B
110 249 139 1%
EFV icon
34
iShares MSCI EAFE Value ETF
EFV
$30B
110 335 225 78%
HUM icon
35
Humana
HUM
$46.3B
109 430 321 24.7%
NOBL icon
36
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
109 264 155 29.6%
DGRO icon
37
iShares Core Dividend Growth ETF
DGRO
$43.7B
108 370 262 59.2%
VBR icon
38
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
108 485 377 56.9%
SCHW
39
Charles Schwab
SCHW
$187B
107 651 544 29.7%
MBB icon
40
iShares MBS ETF
MBB
$38.9B
103 313 210 0.18%
DFAC icon
41
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
102 244 142 89.1%
EIX icon
42
Edison International
EIX
$26.1B
102 302 200 6.62%
ITA icon
43
iShares US Aerospace & Defense ETF
ITA
$15B
102 193 91 125%
VONG icon
44
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
101 183 82 132%
KHC icon
45
Kraft Heinz
KHC
$29.6B
101 450 349 38.8%
SUB icon
46
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
99 318 219 1.93%
CME icon
47
CME Group
CME
$94.8B
98 470 372 56.8%
SPYV icon
48
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
97 296 199 62.7%
F icon
49
Ford
F
$55.8B
97 677 580 20.4%
DGRW icon
50
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
96 190 94 65.9%