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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘21
AMZN icon
1
Amazon
AMZN
$2.82T
900 2,015 1,115 58.9%
CRM icon
2
Salesforce
CRM
$168B
678 1,205 527 24.2%
ADI icon
3
Analog Devices
ADI
$181B
498 710 212 123%
ABBV icon
4
AbbVie
ABBV
$470B
478 1,348 870 146%
V icon
5
Visa
V
$717B
425 1,497 1,072 72.5%
UNH icon
6
UnitedHealth
UNH
$356B
423 1,257 834 1.5%
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$240B
422 851 429 46.1%
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$196B
367 712 345 36.6%
TIP icon
9
iShares TIPS Bond ETF
TIP
$15.1B
354 618 264 15.7%
CMCSA icon
10
Comcast
CMCSA
$96.2B
338 1,104 766 51.5%
DIS icon
11
Walt Disney
DIS
$192B
327 1,444 1,117 34.2%
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$126B
326 879 553 21.3%
QCOM icon
13
Qualcomm
QCOM
$171B
322 996 674 24.5%
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$111B
309 889 580 34.4%
QQQ icon
15
Invesco QQQ Trust
QQQ
$486B
303 918 615 98.5%
TSLA icon
16
Tesla
TSLA
$1.38T
300 960 660 35.5%
VB icon
17
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
300 686 386 38.6%
LMT icon
18
Lockheed Martin
LMT
$128B
295 917 622 61.3%
VO icon
19
Vanguard Morningstar Mid-Cap ETF
VO
$109B
293 640 347 39.9%
SCHD icon
20
Schwab US Dividend Equity ETF
SCHD
$112B
292 515 223 41.9%
WMT icon
21
Walmart Inc
WMT
$839B
292 1,174 882 127%
VOO icon
22
Vanguard S&P 500 ETF
VOO
$1.02T
291 838 547 78.5%
AVGO icon
23
Broadcom
AVGO
$1.7T
288 845 557 636%
JPM icon
24
JPMorgan Chase
JPM
$948B
282 1,510 1,228 118%
VCSH icon
25
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
274 577 303 4.42%