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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
APTV icon
51
Aptiv
APTV
$9.09B
129 343 214 55.6%
EPD icon
52
Enterprise Products Partners
EPD
$77.9B
128 461 333 31.8%
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$126B
126 877 751 52.4%
DFEM icon
54
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.64B
126 156 30 71.6%
DFIC icon
55
Dimensional International Core Equity 2 ETF
DFIC
$15B
124 160 36 60.7%
ALB icon
56
Albemarle
ALB
$12B
123 435 312 40.4%
CALF icon
57
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.63B
122 160 38 31.1%
VTEB icon
58
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
121 409 288 1.62%
PCG icon
59
PG&E
PCG
$39.4B
120 267 147 18.6%
VIG icon
60
Vanguard Dividend Appreciation ETF
VIG
$111B
120 759 639 53.8%
RIVN icon
61
Rivian
RIVN
$20.2B
119 256 137 42.5%
NEE icon
62
NextEra Energy
NEE
$161B
119 1,023 904 35.1%
SPYM icon
63
State Street SPDR Portfolio S&P 500 ETF
SPYM
$180B
118 370 252 82.3%
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.1T
118 1,480 1,362 47.2%
EMXC icon
65
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.5B
116 204 88 98.7%
PLTR icon
66
Palantir
PLTR
$502B
115 363 248 1,207%
SCHW icon
67
Charles Schwab
SCHW
$167B
114 746 632 76.1%
NFLX icon
68
Netflix
NFLX
$293B
113 852 739 86.2%
KVUE icon
69
Kenvue
KVUE
$34B
113 125 12 11.9%
DFIV icon
70
Dimensional International Value ETF
DFIV
$21.5B
112 216 104 69.9%
CGDV icon
71
Capital Group Dividend Value ETF
CGDV
$39B
111 134 23 87.2%
BNDX icon
72
Vanguard Total International Bond ETF
BNDX
$82.5B
111 354 243 1.78%
ICE icon
73
Intercontinental Exchange
ICE
$87.7B
110 545 435 42%
SGOV icon
74
iShares 0-3 Month Treasury Bond ETF
SGOV
$115B
109 230 121 0.16%
VBK icon
75
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.4B
109 371 262 61%