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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘25
2051
14 77 63 59.1%
2052
14 177 163 64.3%
2053
14 109 95 5.3%
SCHB icon
2054
Schwab US Broad Market ETF
SCHB
$42.8B
14 484 470 9.61%
2055
14 33 19 17.5%
2056
14 23 9 9.05%
2057
14 24 10 18.8%
2058
14 16 2 0.15%
2059
14 66 52 2.41%
2060
14 20 6 57.2%
FBRX icon
2061
Forte Biosciences
FBRX
$445M
14 21 7 20.4%
2062
14 19 5 29.5%
2063
14 28 14 1.11%
2064
14 22 8 1.88%
2065
14 107 93 18.7%
2066
14 26 12 10.3%
2067
14 81 67 11.8%
2068
14 33 19 13.7%
2069
14 30 16 1.59%
2070
14 31 17 6.57%
2071
14 34 20 4.88%
2072
14 30 16 6.47%
2073
14 39 25 12%
2074
14 91 77 36.8%
2075
14 28 14 3.36%