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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘22
VZ icon
1
Verizon
VZ
$190B
636 1,626 990 10.4%
SPGI icon
2
S&P Global
SPGI
$121B
601 925 324 0.08%
DIS icon
3
Walt Disney
DIS
$176B
581 1,717 1,136 26%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$192B
389 827 438 51.9%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$105B
381 632 251 27.9%
MDT icon
6
Medtronic
MDT
$110B
334 1,007 673 22.8%
PYPL icon
7
PayPal
PYPL
$49.7B
327 1,148 821 49.7%
QCOM icon
8
Qualcomm
QCOM
$166B
316 1,140 824 3.44%
CMCSA icon
9
Comcast
CMCSA
$87.2B
304 1,134 830 47.5%
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$194B
289 768 479 44.3%
F icon
11
Ford
F
$56.7B
276 780 504 15.8%
ADBE icon
12
Adobe
ADBE
$103B
276 1,112 836 43.4%
CRM icon
13
Salesforce
CRM
$158B
271 1,081 810 9.3%
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$109B
266 722 456 39.2%
XYZ
15
Block Inc
XYZ
$50.1B
251 606 355 38%
VYM icon
16
Vanguard High Dividend Yield ETF
VYM
$82.7B
250 629 379 47.4%
DUK icon
17
Duke Energy
DUK
$96.1B
250 830 580 10.4%
GLD icon
18
SPDR Gold Trust
GLD
$138B
239 772 533 116%
NEE icon
19
NextEra Energy
NEE
$179B
238 1,065 827 1.3%
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$113B
237 974 737 38.5%
DOW icon
21
Dow Inc
DOW
$21.5B
234 673 439 53.4%
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
231 374 143 67%
FDX icon
23
FedEx
FDX
$73.6B
222 731 509 34.5%
BLK icon
24
Blackrock
BLK
$175B
221 841 620 47.7%
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$126B
219 841 622 43.9%