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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘24
AAPL icon
1
Apple
AAPL
$4.91T
615 2,578 1,963 96.3%
USMV icon
2
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
397 661 264 20.3%
NVDA icon
3
NVIDIA
NVDA
$5.54T
382 2,010 1,628 154%
EFA icon
4
iShares MSCI EAFE ETF
EFA
$76.4B
339 824 485 29.5%
FLEX icon
5
Flex
FLEX
$44.3B
310 354 44 319%
EEM icon
6
iShares MSCI Emerging Markets ETF
EEM
$31B
301 602 301 62.6%
TIP icon
7
iShares TIPS Bond ETF
TIP
$14.2B
272 539 267 2.78%
CVS icon
8
CVS Health
CVS
$110B
263 1,046 783 8.02%
WFC icon
9
Wells Fargo
WFC
$253B
252 972 720 44.2%
PG icon
10
Procter & Gamble
PG
$351B
250 1,646 1,396 6.79%
BA icon
11
Boeing
BA
$150B
248 1,011 763 1.36%
JPM icon
12
JPMorgan Chase
JPM
$885B
236 1,861 1,625 66.2%
GLD icon
13
SPDR Gold Trust
GLD
$142B
235 820 585 86.9%
CSCO icon
14
Cisco
CSCO
$467B
218 1,453 1,235 137%
DD icon
15
DuPont de Nemours
DD
$17.6B
214 597 383 35.1%
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$130B
208 791 583 51.8%
EFV icon
17
iShares MSCI EAFE Value ETF
EFV
$30.4B
207 451 244 43.7%
LOW icon
18
Lowe's Companies
LOW
$104B
207 1,072 865 27%
ESGU icon
19
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
203 387 184 48.3%
MSFT icon
20
Microsoft
MSFT
$3.97T
201 2,442 2,241 27.2%
SDY icon
21
State Street SPDR S&P Dividend ETF
SDY
$20.7B
201 493 292 13.6%
VLTO icon
22
Veralto
VLTO
$23.6B
190 459 269 9.33%
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.25T
187 1,699 1,512 128%
INTC icon
24
Intel
INTC
$553B
186 1,211 1,025 137%
JNJ icon
25
Johnson & Johnson
JNJ
$630B
182 1,754 1,572 65.3%