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BSRR Sierra Bancorp

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Fidelity Select Portfolios Select Banking Portfolio
FSRBX
51 619.89M 3.46M 0.57 Long Aug 2021
INVESTMENT MANAGERS SERIES TRUST Zacks Small-Cap Core Fund
ZSCCX, ZSCIX
102 54.9M 254.28K 0.51 Long Aug 2021
John Hancock Investment Trust II Regional Bank Fund
FRBAX, FRBCX, JRBFX, JRGRX
112 1.33B 3.95M 0.30 Long Oct 2021
Columbia Funds Series Trust I Columbia Small Cap Value Fund I
CSMIX, CSSCX, CSCZX, CSVYX, CSVRX, CVVRX, CUURX
206 1.16B 3.11M 0.27 Long Oct 2021
Columbia Funds Variable Insurance Trust Columbia Variable Portfolio - Small Cap Value Fund
207 755.68M 1.74M 0.23 Long Sep 2021
CORNERCAP GROUP OF FUNDS CORNERCAP SMALL-CAP VALUE FUND
CSCVX, CSCJX
302 165.36M 327.54K 0.20 Long Sep 2021
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Value ETF
PQSV
717 13.87M 19.17K 0.14 Long Aug 2021
RBC Funds Trust RBC Microcap Value Fund
TMVAX, RMVIX
424 122.99M 169.96K 0.14 Long Sep 2021
First Trust Exchange-Traded Fund First Trust NASDAQ ABA Community Bank Index Fund
QABA
193 118.28M 161.8K 0.14 Long Sep 2021
Forethought Variable Insurance Trust Global Atlantic BlackRock Disciplined Small Cap Portfolio
730 20.47M 27.82K 0.14 Long Jun 2021
Northern Funds Northern Small Cap Value Fund
NOSGX
571 2.64B 3.15M 0.12 Long Sep 2021
Bridgeway Funds, Inc. Omni Small-Cap Value Fund
BOSVX
654 1.3B 1.29M 0.10 Long Sep 2021
Goldman Sachs Trust Goldman Sachs Small Cap Value Insights Fund
GSATX, GSCTX, GSITX, GTTRX, GTTTX, GTTUX, GSXPX
450 1.31B 1.29M 0.10 Long Oct 2021
HOTCHKIS & WILEY FUNDS /DE/ Hotchkis and Wiley Small Cap Diversified Value Fund
HWVIX, HWVAX, HWVZX
382 500.77M 458.84K 0.09 Long Dec 2021
Nationwide Mutual Funds Nationwide Bailard Cognitive Value Fund
NWHDX, NWHEX, NWHFX, NWHGX, NWHHX
288 111.67M 99.02K 0.09 Long Oct 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Tax-Managed Small/Mid Cap Fund
STMSX, STMPX
620 1.04B 876.14K 0.09 Long Sep 2021
Bridgeway Funds, Inc. Omni Tax-Managed Small-Cap Value Fund
BOTSX
683 883.24M 655.56K 0.08 Long Sep 2021
Principal Funds, Inc SmallCap Value Fund II
PJARX, PLARX, PSTWX, PCPTX, PPVIX, PSMJX, PSMVX
1,548 1.42B 947.56K 0.07 Long Oct 2021
iShares Trust iShares Micro-Cap ETF
IWC
1,787 1.67B 820.96K 0.07 Long Sep 2021
Voya VARIABLE PORTFOLIOS INC VOYA INDEX PLUS SMALLCAP PORTFOLIO
IPSIX, IPSSX
513 274.12M 175.2K 0.06 Long Sep 2021
WisdomTree Trust WisdomTree U.S. SmallCap Dividend Fund
DES
573 1.82B 1.08M 0.06 Long Sep 2021
Fidelity Commonwealth Trust II Fidelity Small Cap Enhanced Index Fund
FCPEX
648 890.28M 448.15K 0.06 Long Aug 2021
NORTHERN LIGHTS FUND TRUST II Acclivity Small Cap Value Fund
AXVNX, AXVIX
703 5.08M 2.72K 0.06 Long Sep 2021
Variable Insurance Products Fund II VIP Disciplined Small Cap Portfolio
627 447.35M 230.34K 0.06 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP VALUE PORTFOLIO
DFSVX
1,042 16.03B 8.36M 0.06 Long Oct 2021
BlackRock Funds BlackRock Advantage Small Cap Core Fund
BDSIX, BDSAX, BDSCX, BDSKX
738 4.67B 2.36M 0.05 Long Aug 2021
VERICIMETRY FUNDS Vericimetry U.S. Small Cap Value Fund
VYSVX
854 161.81M 82.55K 0.05 Long Sep 2021
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
683 601.65M 299.71K 0.05 Long Sep 2021
American Century ETF Trust Avantis U.S. Small Cap Value ETF
AVUV
672 1.59B 787.33K 0.05 Long Aug 2021
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
1,102 142M 50.74K 0.04 Long Aug 2021
Goldman Sachs Trust Goldman Sachs Small Cap Equity Insights Fund
GCSIX, GCSSX, GCSAX, GCSCX, GDSRX, GDSTX, GCSUX, GMAPX
521 610.5M 231.43K 0.04 Long Oct 2021
Wilshire Mutual Funds Inc Small Company Value Portfolio
DTSVX, WSMVX
707 36.14M 12.14K 0.03 Long Sep 2021
American Century ETF Trust Avantis U.S. Small Cap Value Fund
AVUVX, AVCNX
684 263.01M 88.33K 0.03 Long Aug 2021
GREAT-WEST FUNDS INC Great-West Small Cap Value Fund
MXLSX, MXTFX
471 468.2M 157.82K 0.03 Long Sep 2021
EQ Advisors Trust 1290 VT Micro Cap Portfolio
1,840 229.72M 68.98K 0.03 Long Sep 2021
Master Investment Portfolio Diversified Equity Master Portfolio
2,740 1B 270.99K 0.03 Long Sep 2021
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,438 417.73M 126.87K 0.03 Long Aug 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,691 157.44M 47.25K 0.03 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,402 13.76B 3.82M 0.03 Long Oct 2021
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,257 557.6M 157.2K 0.03 Long Oct 2021
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Cap Value Fund
383 239.87M 69.08K 0.03 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Targeted Value Portfolio
1,129 297.51M 77.38K 0.03 Long Oct 2021
John Hancock Variable Insurance Trust Small Cap Opportunities Trust
1,158 162.35M 42.71K 0.03 Long Sep 2021
Advanced Series Trust AST Small-Cap Value Portfolio
508 846.32M 193.63K 0.03 Long Sep 2021
PACIFIC SELECT FUND PD Small-Cap Value Index Portfolio
1,429 210.12M 54.63K 0.03 Long Sep 2021
Wells Fargo Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,522 222.09M 55.77K 0.03 Long Aug 2021
iShares Trust iShares Russell 2000 Value ETF
IWN
1,435 17.68B 3.87M 0.02 Long Sep 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 VALUE INDEX FUND
VTWV, VRTVX
1,460 1.24B 303.29K 0.02 Long Aug 2021
Fidelity Salem Street Trust Fidelity Small Cap Value Index Fund
FISVX
1,433 830.06M 171.54K 0.02 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 854.44K 0.02 Long Apr 2021
Nationwide Variable Insurance Trust NVIT GS Small Cap Equity Insights Fund
515 301.79M 62.3K 0.02 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,026 18.21B 3.59M 0.02 Long Oct 2021
Columbia Funds Series Trust I Multi-Manager Small Cap Equity Strategies Fund
CZMSX, CSCLX
705 1.48B 312.67K 0.02 Long Aug 2021
VALIC Co II Small Cap Value Fund
VCSVX
626 467.64M 97.79K 0.02 Long Feb 2021
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Company Fund
469 432.1M 88.04K 0.02 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 1.13M 0.02 Long Apr 2021
VALIC Co I Small Cap Value Fund
VVSCX
580 499.84M 94.05K 0.02 Long Aug 2021
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
2,012 4.41B 787.84K 0.02 Long Oct 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,897 491.95M 84.3K 0.02 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,620 8.33B 1.28M 0.02 Long Oct 2021
GMO TRUST GMO U.S. Small Cap Value Fund
GCAVX
246 290.86M 48.04K 0.02 Long Aug 2021
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,821 666.19M 109.28K 0.02 Long Sep 2021
Goldman Sachs Variable Insurance Trust Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
517 125.24M 20.03K 0.02 Long Sep 2021
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
1,622 6.59B 916.28K 0.01 Long Oct 2021
PACIFIC SELECT FUND Small-Cap Equity Portfolio
1,454 463.68M 64.32K 0.01 Long Sep 2021
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,951 1.26B 158.89K 0.01 Long Sep 2021
JPMORGAN INSURANCE TRUST JPMorgan Insurance Trust Small Cap Core Portfolio
530 243.99M 30.35K 0.01 Long Sep 2021
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,821 1.24B 141.82K 0.01 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,460 2.17B 252.15K 0.01 Long Oct 2021
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,037 86.9M 10.88K 0.01 Long Sep 2021
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,021 375.49M 45.79K 0.01 Long Sep 2021
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,625 371.51M 48.56K 0.01 Long Sep 2021
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
2,017 249.22M 30.3K 0.01 Long Oct 2021
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,009 303.7M 36.17K 0.01 Long Oct 2021
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,038 249.25M 30.18K 0.01 Long Sep 2021
Quantitative Master Series LLC Master Small Cap Index Series
2,026 5.2B 559.7K 0.01 Long Sep 2021
EQ Advisors Trust 1290 VT Small Cap Value Portfolio
1,473 438.23M 52.3K 0.01 Long Sep 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,072 6.84B 821.57K 0.01 Long Aug 2021
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,026 4.75B 545.89K 0.01 Long Sep 2021
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,037 315.42M 36.64K 0.01 Long Sep 2021
iShares Trust iShares Russell 2000 ETF
IWM
2,038 82.04B 7.91M 0.01 Long Sep 2021
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,026 420.79M 45.48K 0.01 Long Sep 2021
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,015 836.84M 97.51K 0.01 Long Sep 2021
Northern Funds Northern Small Cap Index Fund
NSIDX
2,040 1.59B 183.41K 0.01 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,038 2.59B 297.82K 0.01 Long Sep 2021
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,030 6.69B 741.84K 0.01 Long Oct 2021
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,036 551.4M 51.06K 0.01 Long Sep 2021
VALIC Co I Small Cap Index Fund
VCSLX
1,993 1.49B 162.89K 0.01 Long Aug 2021
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,024 25.31B 2.5M 0.01 Long Oct 2021
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,039 329.06M 35.59K 0.01 Long Oct 2021
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,012 96.56M 10K 0.01 Long Sep 2021
EQ Advisors Trust EQ/Small Company Index Portfolio
1,838 1.56B 152.14K 0.01 Long Sep 2021
Guidestone Funds SMALL CAP EQUITY FUND
GSCYX, GSCZX
942 830.29M 81.24K 0.01 Long Sep 2021
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,030 4.78B 450.48K 0.01 Long Oct 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,414 5.45B 500.5K 0.01 Long Oct 2021
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,040 1.42B 131.04K 0.01 Long Sep 2021
WisdomTree Trust WisdomTree U.S. High Dividend Fund
DHS
315 790.21M 72.62K 0.01 Long Sep 2021
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,031 86.94M 6.81K 0.01 Long Oct 2021
ProFunds ProFund VP Small-Cap
2,036 15.88M 1.19K 0.01 Long Sep 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP FUND
SLPAX
906 278.12M 20.34K 0.01 Long Aug 2021
Voya Investors Trust VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO
IJSIX, IJSSX, IJSTX, IJSAX, VPRSX
619 683.84M 48.56K 0.01 Long Sep 2021
ProShares Trust ProShares UltraPro Russell2000
URTY
1,995 400.48M 25.75K 0.01 Long Aug 2021
ProShares Trust ProShares Ultra Russell2000
UWM
2,000 286.89M 16.83K 0.01 Long Aug 2021
ProFunds Small-Cap
SLPIX, SLPSX
2,031 6.5M 374.4 0.01 Long Oct 2021
ProFunds ProFund VP UltraSmall-Cap
2,038 29.95M 1.65K 0.01 Long Sep 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,087 462.72M 24.96K 0.01 Long Sep 2021
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,188 1.03B 52.23K 0.01 Long Sep 2021
RUSSELL INVESTMENT CO U.S. Small Cap Equity Fund
REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX
1,182 1.62B 78.62K 0.01 Long Oct 2021
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,042 373.41M 17.72K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,410 46.32B 2.01M 0.00 Long Aug 2021
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,529 592.84M 23.64K 0.00 Long Oct 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,562 1.49B 65.56K 0.00 Long Sep 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,499 1.84B 75.7K 0.00 Long Aug 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,639 112.02B 4.69M 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,578 36.24B 1.41M 0.00 Long Oct 2021
Northern Funds Northern Small Cap Core Fund
1,641 539.45M 19.67K 0.00 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,189 888.51M 31.66K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 448.6K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,524 34.23B 987.54K 0.00 Long Oct 2021
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,579 2.42B 67.98K 0.00 Long Sep 2021
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
2,591 14.66B 413.64K 0.00 Long Oct 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,323 1.82B 48.52K 0.00 Long Oct 2021
ProShares Trust ProShares Hedge Replication ETF
HDG
1,994 44.41M 1.22K 0.00 Long Aug 2021
American Century ETF Trust Avantis U.S. Equity Fund
AVUSX, AVUNX
2,140 214.05M 5.54K 0.00 Long Aug 2021
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,564 737.49M 16.55K 0.00 Long Aug 2021
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,146 1.49B 35.5K 0.00 Long Sep 2021
Bridge Builder Trust Bridge Builder Small/Mid Cap Value Fund
BBVSX
2,259 7.02B 132.81K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,240 14.1B 245.94K 0.00 Long Aug 2021
AMERICAN BEACON FUNDS American Beacon Small Cap Value Fund
AVFIX, AVPAX, AASSX, ABSYX, ABSAX, ASVCX, AASRX
723 5.97B 98.22K 0.00 Long Oct 2021
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
2,108 1.49B 22.55K 0.00 Long Aug 2021
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,940 2.76B 33.62K 0.00 Long Oct 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,906 1.83B 21.85K 0.00 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,966 1.63B 18.02K 0.00 Long Sep 2021
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
2,947 891.19M 9.06K 0.00 Long Sep 2021
iShares Trust iShares Russell 3000 ETF
IWV
2,712 12.06B 116.4K 0.00 Long Sep 2021
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,438 8.98B 84.25K 0.00 Long Sep 2021
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,827 24.05B 216.55K 0.00 Long Sep 2021
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,419 18.26B 147.09K 0.00 Long Oct 2021
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,706 34.75B 277.3K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,138 5.86B 44.4K 0.00 Long Oct 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,054 2.28B 17.57K 0.00 Long Aug 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
3,866 46.94B 345.99K 0.00 Long Aug 2021
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,462 41.67M 299.52 0.00 Long Oct 2021
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,737 74.86B 522.08K 0.00 Long Aug 2021
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,914 1.32B 8.98K 0.00 Long Sep 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,040 1.26T 8.43M 0.00 Long Sep 2021
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
3,004 769.9M 4.66K 0.00 Long Sep 2021
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,710 43.32B 242.1K 0.00 Long Sep 2021
John Hancock Funds II Strategic Equity Allocation Fund
4,285 8.52B 49.57K 0.00 Long Aug 2021
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,061 2.52B 12.28K 0.00 Long Oct 2021
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,970 35.54B 135.46K 0.00 Long Oct 2021
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,515 58.51B 206.23K 0.00 Long Sep 2021
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,127 137.03B 430.22K 0.00 Long Sep 2021
VANGUARD QUANTITATIVE FUNDS VANGUARD GROWTH AND INCOME FUND
VQNPX, VGIAX
1,551 13.05B 28.89K 0.00 Long Sep 2021
Blackstone Alternative Investment Funds Blackstone Alternative Multi-Strategy Fund
7,350 6.15B 9.71K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 6.5K 0.00 Long Apr 2021
Dimensional ETF Trust Dimensional U.S. Equity ETF
2,211 6.1B 5.99K 0.00 Long Oct 2021
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,501 1.34B 199.68 0.00 Long Oct 2021