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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
OKE icon
1
Oneok
OKE
$58.9B
424 633 209 47.3%
JEPI icon
2
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
337 529 192 5%
EXR icon
3
Extra Space Storage
EXR
$28.9B
267 360 93 12.4%
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$105B
238 771 533 53.7%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$113B
205 677 472 42.8%
ET icon
6
Energy Transfer Partners
ET
$72.8B
187 420 233 50.7%
VXUS icon
7
Vanguard Total International Stock ETF
VXUS
$162B
184 462 278 60.5%
MDT icon
8
Medtronic
MDT
$118B
182 919 737 17.6%
COWZ icon
9
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
181 314 133 39.6%
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$137B
178 765 587 2.04%
BND icon
11
Vanguard Total Bond Market
BND
$161B
177 606 429 2.04%
TLT icon
12
iShares 20+ Year Treasury Bond ETF
TLT
$47.4B
172 416 244 8.39%
KDP icon
13
Keurig Dr Pepper
KDP
$42.1B
172 343 171 1.93%
EFV icon
14
iShares MSCI EAFE Value ETF
EFV
$31.4B
171 397 226 65.2%
IEFA icon
15
iShares Core MSCI EAFE ETF
IEFA
$192B
168 716 548 52.3%
VB icon
16
Vanguard Morningstar Small-Cap ETF
VB
$78.2B
168 759 591 53.2%
AVUV icon
17
Avantis US Small Cap Value ETF
AVUV
$30.7B
163 264 101 56.5%
RSP icon
18
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
161 573 412 49.8%
VCIT icon
19
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
153 432 279 4.88%
VTV icon
20
Vanguard Morningstar Value ETF
VTV
$189B
148 805 657 60.4%
MOAT icon
21
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
146 256 110 41.8%
DFAI
22
Dimensional International Core Equity Market ETF
DFAI
$17.9B
146 226 80 61.6%
UBER icon
23
Uber
UBER
$144B
141 566 425 53.3%
ROL icon
24
Rollins
ROL
$15.6B
141 280 139 13.1%
PEP icon
25
PepsiCo
PEP
$177B
136 1,379 1,243 23.4%