Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘24
301
62 228 166 93.7%
302
62 391 329 26.2%
303
61 368 307 45.4%
BX icon
304
Blackstone
BX
$123B
61 750 689 3.28%
305
61 245 184 38.9%
306
61 346 285 17.5%
307
60 701 641 51.7%
308
60 198 138 1.03%
309
60 471 411 20.4%
310
60 292 232 15.3%
SCHB icon
311
Schwab US Broad Market ETF
SCHB
$37.1B
60 450 390 15.4%
312
60 283 223 10.9%
313
60 254 194 11.6%
314
60 301 241 23%
315
60 142 82 102%
316
60 214 154 21.7%
317
60 294 234 18%
318
59 466 407 23.5%
319
59 114 55 311%
320
59 87 28 37%
321
59 212 153 63.6%
322
59 420 361 51.8%
323
59 414 355 1.11%
324
59 92 33 5.99%
325
59 77 18 0.44%