Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘19
VCIT icon
26
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.8B
152 288 136 14%
VNQ icon
27
Vanguard Real Estate ETF
VNQ
$36.2B
149 573 424 2.63%
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$121B
147 599 452 75.6%
HON icon
29
Honeywell
HON
$65.8B
147 819 672 24.5%
MBB icon
30
iShares MBS ETF
MBB
$35.7B
146 244 98 16.7%
USMV icon
31
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
144 376 232 53.4%
T icon
32
AT&T
T
$158B
144 1,093 949 21.9%
COST icon
33
Costco
COST
$435B
144 790 646 234%
MDT icon
34
Medtronic
MDT
$121B
142 745 603 16.9%
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$227B
138 561 423 57.3%
SPEM icon
36
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
135 201 66 36.9%
EMB icon
37
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
135 290 155 20.4%
CRM icon
38
Salesforce
CRM
$194B
134 632 498 45.1%
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
128 181 53 11.1%
AVGO icon
40
Broadcom
AVGO
$1.65T
127 569 442 996%
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
125 214 89 16.2%
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.9B
124 350 226 4.6%
FVD icon
43
First Trust Value Line Dividend Fund
FVD
$7.75B
124 175 51 34.2%
VTI icon
44
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
121 591 470 130%
VBR icon
45
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
118 332 214 70.4%
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$112B
116 272 156 74.6%
EFAV icon
47
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.32B
112 238 126 24.1%
NKE icon
48
Nike
NKE
$52.4B
111 730 619 65.2%
DGRO icon
49
iShares Core Dividend Growth ETF
DGRO
$43.5B
111 193 82 85.3%
CCI icon
50
Crown Castle
CCI
$33.8B
111 428 317 44.2%