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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.02T
657 1,555 898 30.7%
META icon
2
Meta Platforms (Facebook)
META
$1.45T
538 2,051 1,513 2.64%
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$240B
534 1,189 655 54.3%
COP icon
4
ConocoPhillips
COP
$158B
501 1,189 688 32.9%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$111B
393 1,200 807 27.3%
BND icon
6
Vanguard Total Bond Market
BND
$162B
378 801 423 1.06%
JEPI icon
7
JPMorgan Equity Premium Income ETF
JEPI
$46.5B
374 659 285 1.06%
AMZN icon
8
Amazon
AMZN
$2.82T
374 2,361 1,987 19%
QQQ icon
9
Invesco QQQ Trust
QQQ
$486B
364 1,428 1,064 39%
IJH icon
10
iShares Core S&P Mid-Cap ETF
IJH
$125B
353 1,099 746 22.2%
RSP icon
11
Invesco S&P 500 Equal Weight ETF
RSP
$100B
321 825 504 26.6%
AGG icon
12
iShares Core US Aggregate Bond ETF
AGG
$139B
317 893 576 1.15%
IBIT icon
13
iShares Bitcoin Trust
IBIT
$59.6B
312 431 119 15.7%
IEFA icon
14
iShares Core MSCI EAFE ETF
IEFA
$196B
306 908 602 44.3%
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$112B
302 844 542 28.5%
VTV icon
16
Vanguard Morningstar Value ETF
VTV
$194B
298 1,006 708 34%
MSFT icon
17
Microsoft
MSFT
$3.65T
294 2,510 2,216 16.7%
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$126B
291 1,017 726 37.7%
XLF icon
19
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
285 754 469 20.6%
AVUV icon
20
Avantis US Small Cap Value ETF
AVUV
$31.2B
282 447 165 29.9%
JEPQ icon
21
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
282 401 119 5.98%
VCIT icon
22
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
280 578 298 1.63%
EFG icon
23
iShares MSCI EAFE Growth ETF
EFG
$17.3B
275 496 221 30.3%
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.24T
271 2,089 1,818 83.3%
EMXC icon
25
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
270 476 206 77.4%