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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘22
EAGG icon
201
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5B
80 129 49 11.5%
SO icon
202
Southern Company
SO
$105B
80 666 586 25.7%
EXPE icon
203
Expedia Group
EXPE
$34.7B
80 330 250 47.7%
MTCH icon
204
Match Group
MTCH
$9.86B
79 319 240 60.5%
IQLT icon
205
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
79 146 67 36.3%
FIS icon
206
Fidelity National Information Services
FIS
$18.6B
79 457 378 64.1%
AVUV icon
207
Avantis US Small Cap Value ETF
AVUV
$30.8B
79 121 42 50.4%
VTEB icon
208
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
78 313 235 6.89%
ITA icon
209
iShares US Aerospace & Defense ETF
ITA
$12.2B
78 147 69 88.7%
WSFS icon
210
WSFS Financial
WSFS
$3.9B
77 115 38 63.8%
PCG icon
211
PG&E
PCG
$39.3B
77 179 102 9.63%
MRNA icon
212
Moderna
MRNA
$87B
77 404 327 26.6%
HBAN icon
213
Huntington Bancshares
HBAN
$30.9B
77 358 281 4.45%
CG icon
214
Carlyle Group
CG
$13B
77 203 126 25.6%
VICI icon
215
VICI Properties
VICI
$26B
76 237 161 17.1%
USB icon
216
US Bancorp
USB
$91.5B
76 708 632 10.5%
SRE icon
217
Sempra
SRE
$54.5B
76 345 269 0.77%
IFF icon
218
International Flavors & Fragrances
IFF
$23.1B
76 313 237 31%
DFAC icon
219
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$48.8B
75 188 113 62.4%
GSK icon
220
GSK
GSK
$99.2B
75 350 275 9.07%
CME icon
221
CME Group
CME
$106B
75 459 384 23.5%
XLB icon
222
State Street Materials Select Sector SPDR ETF
XLB
$8.05B
73 326 253 15.5%
VUG icon
223
Vanguard Morningstar Growth ETF
VUG
$227B
73 660 587 83.5%
VSS icon
224
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
73 211 138 22.8%
QQQM icon
225
Invesco NASDAQ 100 ETF
QQQM
$106B
73 105 32 96.2%