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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘21
IJR icon
1
iShares Core S&P Small-Cap ETF
IJR
$111B
506 1,024 518 29.1%
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$191B
468 796 328 32.2%
DIS icon
3
Walt Disney
DIS
$170B
447 1,524 1,077 36.6%
CRM icon
4
Salesforce
CRM
$152B
404 1,095 691 26.8%
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.5B
396 674 278 17.3%
PYPL icon
6
PayPal
PYPL
$49.5B
381 1,195 814 69.3%
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$121B
362 895 533 19.4%
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$124B
353 826 473 34.4%
VTV icon
9
Vanguard Morningstar Value ETF
VTV
$189B
327 685 358 50.2%
AMT icon
10
American Tower
AMT
$80.6B
286 788 502 40.8%
IWM icon
11
iShares Russell 2000 ETF
IWM
$81.4B
285 838 553 33%
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$108B
282 653 371 28.4%
VB icon
13
Vanguard Morningstar Small-Cap ETF
VB
$80.6B
282 693 411 32.5%
XLF icon
14
State Street Financial Select Sector SPDR ETF
XLF
$58B
266 664 398 46.9%
CP icon
15
Canadian Pacific Kansas City
CP
$79.7B
264 355 91 26%
VTIP icon
16
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
263 384 121 3.46%
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$39.3B
261 722 461 14.6%
F icon
18
Ford
F
$57.6B
259 682 423 30.5%
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$104B
251 500 249 24.6%
MUB icon
20
iShares National Muni Bond ETF
MUB
$45.3B
245 515 270 9.31%
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$156B
234 391 157 33.8%
SCHF icon
22
Schwab International Equity ETF
SCHF
$67B
231 463 232 41.7%
VYM icon
23
Vanguard High Dividend Yield ETF
VYM
$81.3B
222 547 325 45.2%
ESGD icon
24
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
216 270 54 32.2%
SPGI icon
25
S&P Global
SPGI
$123B
215 636 421 11.8%