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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘18
WMB icon
1
Williams Companies
WMB
$88B
306 445 139 165%
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$107B
251 614 363 62.4%
PLD icon
3
Prologis
PLD
$129B
189 343 154 100%
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
189 551 362 83.6%
DIS icon
5
Walt Disney
DIS
$188B
184 981 797 6.91%
SCHF icon
6
Schwab International Equity ETF
SCHF
$68.9B
157 289 132 66.5%
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$194B
123 351 228 54.5%
SCHA icon
8
Schwab U.S Small- Cap ETF
SCHA
$22.2B
119 258 139 75.8%
SCHE icon
9
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
119 229 110 42.6%
BIDU icon
10
Baidu
BIDU
$31.5B
113 344 231 59.6%
SCHB icon
11
Schwab US Broad Market ETF
SCHB
$44.3B
109 232 123 150%
NLY icon
12
Annaly Capital Management
NLY
$16.4B
102 250 148 46.8%
FLOT icon
13
iShares Floating Rate Bond ETF
FLOT
$10.8B
96 240 144 0.1%
VBR icon
14
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.7B
93 265 172 73.6%
FDX icon
15
FedEx
FDX
$73.7B
92 581 489 29.3%
SCHX icon
16
Schwab US Large- Cap ETF
SCHX
$73.8B
91 251 160 159%
IFF icon
17
International Flavors & Fragrances
IFF
$21.4B
90 231 141 39.8%
ITOT icon
18
iShares Core S&P Total US Stock Market ETF
ITOT
$96B
89 197 108 150%
USMV icon
19
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
88 220 132 75.8%
MTUM icon
20
iShares MSCI USA Momentum Factor ETF
MTUM
$24.2B
84 188 104 153%
XLV icon
21
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
84 311 227 76.3%
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$82.5B
83 186 103 13.9%
SCHW
23
Charles Schwab
SCHW
$185B
83 450 367 118%
IP icon
24
International Paper
IP
$18.3B
80 357 277 25.7%
SCHM icon
25
Schwab US Mid-Cap ETF
SCHM
$14.6B
79 213 134 80.9%