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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
$1.06T
658 1,556 898 32.8%
META icon
2
Meta Platforms (Facebook)
META
$1.83T
537 2,051 1,514 22.7%
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$230B
536 1,191 655 47.1%
COP icon
4
ConocoPhillips
COP
$161B
501 1,189 688 35.2%
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$104B
392 1,200 808 19.4%
BND icon
6
Vanguard Total Bond Market
BND
$159B
377 801 424 2.35%
JEPI icon
7
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
374 659 285 1.32%
AMZN icon
8
Amazon
AMZN
$2.83T
370 2,360 1,990 19.6%
QQQ icon
9
Invesco QQQ Trust
QQQ
$507B
362 1,427 1,065 47%
IJH icon
10
iShares Core S&P Mid-Cap ETF
IJH
$123B
352 1,099 747 17.8%
RSP icon
11
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
320 825 505 21.6%
AGG icon
12
iShares Core US Aggregate Bond ETF
AGG
$136B
317 894 577 2.38%
IBIT icon
13
iShares Bitcoin Trust
IBIT
$65.9B
312 431 119 12.3%
IEFA icon
14
iShares Core MSCI EAFE ETF
IEFA
$190B
305 908 603 37.3%
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$110B
302 845 543 20.9%
VTV icon
16
Vanguard Morningstar Value ETF
VTV
$189B
299 1,008 709 30.3%
MSFT icon
17
Microsoft
MSFT
$3.97T
295 2,513 2,218 26.9%
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$126B
291 1,018 727 35.7%
XLF icon
19
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
286 755 469 13.2%
JEPQ icon
20
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.4B
282 401 119 8.35%
AVUV icon
21
Avantis US Small Cap Value ETF
AVUV
$30.9B
282 447 165 23.9%
VCIT icon
22
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
280 578 298 2.32%
EFG icon
23
iShares MSCI EAFE Growth ETF
EFG
$15.1B
275 496 221 24.2%
EMXC icon
24
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.5B
270 476 206 78.6%
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.3T
267 2,088 1,821 85.8%