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UPLD Upland Software

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
MUTUAL FUND SERIES TRUST Catalyst Small-Cap Insider Buying Fund
CTVAX, CTVCX, CTVIX
23 7.69M 352.04K 4.73 Long Mar 2021
INVESTMENT MANAGERS SERIES TRUST Bernzott U.S. Small Cap Value Fund
BSCVX
33 157.16M 4.27M 2.74 Long Aug 2021
RBB Fund, Inc. MFAM Small-Cap Growth ETF
MFMS
32 231.63M 4.29M 2.27 Long Aug 2021
Direxion Shares ETF Trust Direxion Work From Home ETF
WFH
40 121.43M 2.08M 1.72 Long Jul 2021
Professionally Managed Portfolios Hodges Small Cap Fund
HDPSX, HDSIX
52 232.83M 3.85M 1.66 Long Sep 2021
WASATCH FUNDS TRUST Wasatch Micro Cap Fund
WMICX, WGICX
73 1.37B 20.92M 1.55 Long Sep 2021
ADVISORS' INNER CIRCLE FUND Thomson Horstmann & Bryant Microcap Fund
THBIX, THBVX
102 93.83M 1.33M 1.43 Long Apr 2021
ROYCE FUND Royce Premier Fund
RYPRX, RPFIX, RPFFX, RPRCX, RPRRX
58 1.7B 22.5M 1.33 Long Sep 2021
INVESTMENT MANAGERS SERIES TRUST WCM Small Cap Growth Fund
WCMLX, WCMNX
72 57.16M 733.1K 1.29 Long Jul 2021
WASATCH FUNDS TRUST Wasatch Small Cap Value Fund
WMCVX, WICVX
61 1.69B 20.59M 1.22 Long Sep 2021
North Square Investments Trust North Square Oak Ridge Small Cap Growth Fund
ORIGX, ORIYX
69 152.32M 1.67M 1.10 Long Aug 2021
Victory Portfolios Victory THB US Small Opportunities Fund
106 89.79M 964.44K 1.09 Long Jul 2021
Carillon Series Trust Carillon Scout Small Cap Fund
CSSAX, CSSJX, UMBHX, CSSQX, CSSSX, CSSVX, CSSWX
76 393.88M 4.05M 1.03 Long Jul 2021
ROYCE FUND Royce Pennsylvania Mutual Fund
PENNX, RYPCX, RYPFX, RPMRX, RPMIX
300 2.14B 18.28M 0.86 Long Sep 2021
Baird Funds Inc Baird Small/Mid Cap Growth Fund
BSGSX, BSGIX
66 149.74M 1.16M 0.83 Long Sep 2021
WILLIAM BLAIR FUNDS William Blair Small Cap Growth Fund
WBSNX, WBSIX, WBSRX
91 753.39M 5.91M 0.79 Long Sep 2021
SPDR SERIES TRUST SPDR FactSet Innovative Technology ETF
XITK
96 337.77M 2.55M 0.78 Long Sep 2021
Putnam Variable Trust Putnam VT Small Cap Growth Fund
91 41.61M 277.72K 0.72 Long Sep 2021
Putnam Funds Trust Putnam Small Cap Growth Fund
PNSAX, PNSBX, PSGRX
91 969.29M 6.12M 0.70 Long Sep 2021
BMO FUNDS, INC. BMO Small-Cap Growth Fund
MSGIX, BSLAX
111 123.14M 826.88K 0.68 Long Aug 2021
JPMorgan Trust I JPMorgan Small Cap Blend Fund
JDSCX, VSCOX, VSCCX, JSCHX
258 1.25B 7.02M 0.59 Long Sep 2021
SPDR SERIES TRUST SPDR(R) S&P(R) Software & Services ETF
XSW
190 594.44M 2.9M 0.51 Long Sep 2021
Meridian Fund, Inc. Meridian Small Cap Growth Fund
MSGGX, MISGX, MSGAX, MSGRX, MSGCX
150 1.45B 6.61M 0.49 Long Sep 2021
Monteagle Funds The Texas Fund
BIGTX
151 14.3M 66.27K 0.47 Long Aug 2021
Columbia Funds Variable Series Trust II Variable Portfolio - Partners Small Cap Growth Fund
167 745.06M 3.35M 0.45 Long Sep 2021
Wells Fargo Funds Trust Disciplined Small Cap Fund
NVSOX, WSCOX, WSCJX, WDSAX
330 26.01M 90.82K 0.35 Long Sep 2021
JNL Series Trust JNL Multi-Manager Small Cap Growth Fund
396 3.48B 8.98M 0.26 Long Sep 2021
Goldman Sachs Trust Goldman Sachs Small Cap Growth Insights Fund
GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX
396 603.85M 1.19M 0.20 Long Jul 2021
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Growth ETF
PQSG
557 15.96M 29.16K 0.19 Long Aug 2021
Nationwide Variable Insurance Trust NVIT GS Small Cap Equity Insights Fund
515 301.79M 523.34K 0.18 Long Sep 2021
Trust for Advised Portfolios FRC Founders Index Fund
FNDRX
544 116.76M 189.67K 0.16 Long Sep 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Small Cap Growth Fund
SPWIX, SSCGX, SMAYX
458 585.72M 652.68K 0.15 Long Sep 2021
Goldman Sachs Variable Insurance Trust Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
517 125.24M 163.39K 0.13 Long Sep 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Small Cap Growth AlphaDEX Fund
FYC
265 405.83M 444.82K 0.11 Long Jul 2021
Putnam Variable Trust Putnam VT Multi-Cap Core Fund
99 287M 307.65K 0.11 Long Sep 2021
Putnam Funds Trust Putnam Multi-Cap Core Fund
108 3.49B 3.34M 0.10 Long Jul 2021
Goldman Sachs Trust Goldman Sachs Small Cap Equity Insights Fund
GCSIX, GCSSX, GCSAX, GCSCX, GDSRX, GDSTX, GCSUX, GMAPX
522 574.44M 509.9K 0.09 Long Jul 2021
Fidelity Commonwealth Trust II Fidelity Small Cap Enhanced Index Fund
FCPEX
648 890.28M 641.42K 0.09 Long Aug 2021
Direxion Shares ETF Trust Direxion Daily Cloud Computing Bull 2X Shares
CLDL
60 30.25M 25.45K 0.08 Long Jul 2021
Variable Insurance Products Fund II VIP Disciplined Small Cap Portfolio
627 447.35M 296.11K 0.08 Long Sep 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 GROWTH INDEX FUND
VRTGX, VTWG
1,266 1.49B 1.09M 0.07 Long Aug 2021
iShares Trust iShares Russell 2000 Growth ETF
IWO
1,232 15.32B 7.85M 0.07 Long Sep 2021
Fidelity Salem Street Trust Fidelity Small Cap Growth Index Fund
FECGX
1,225 401.7M 237.76K 0.06 Long Sep 2021
PACIFIC SELECT FUND PD Small-Cap Growth Index Portfolio
1,230 140.75M 88.52K 0.06 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,656 7.89B 4.4M 0.06 Long Jul 2021
iShares Trust iShares Morningstar Small-Cap Growth ETF
ISCG
1,294 631.46M 247.46K 0.05 Long Jul 2021
Wells Fargo Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,522 222.09M 95.23K 0.04 Long Aug 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP II FUND
SECAX
717 459.09M 181.33K 0.04 Long Aug 2021
Virtus Investment Trust Virtus AllianzGI Small-Cap Fund
AZBAX, AZBCX, AZBIX, AZBPX, ASCFX
368 179.34M 68.75K 0.04 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 1.49M 0.04 Long Apr 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,072 6.84B 2.55M 0.04 Long Aug 2021
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
1,986 24.68B 7.61M 0.04 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Small Cap Growth Portfolio
528 1.03B 332.24K 0.04 Long Jul 2021
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
1,987 6.39B 2.21M 0.04 Long Jul 2021
VALIC Co I Small Cap Index Fund
VCSLX
1,993 1.49B 508.81K 0.04 Long Aug 2021
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
1,983 214.9M 72.4K 0.03 Long Jul 2021
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
1,990 4.73B 1.58M 0.03 Long Jul 2021
Quantitative Master Series LLC Master Small Cap Index Series
2,026 5.2B 1.51M 0.03 Long Sep 2021
EQ Advisors Trust EQ/Morgan Stanley Small Cap Growth Portfolio
1,268 730.09M 213.72K 0.03 Long Sep 2021
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,821 666.19M 220.27K 0.03 Long Sep 2021
iShares Trust iShares Russell 2000 ETF
IWM
2,038 82.04B 21.99M 0.03 Long Sep 2021
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,026 420.79M 127.57K 0.03 Long Sep 2021
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,951 1.26B 380.71K 0.03 Long Sep 2021
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,037 86.9M 26.52K 0.03 Long Sep 2021
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
1,995 330.52M 107.06K 0.03 Long Jul 2021
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,037 315.42M 99.45K 0.03 Long Sep 2021
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,821 1.24B 339.05K 0.03 Long Sep 2021
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,015 836.84M 269.06K 0.03 Long Sep 2021
Northern Funds Northern Small Cap Index Fund
NSIDX
2,040 1.59B 508.52K 0.03 Long Sep 2021
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
1,979 298.07M 90.22K 0.03 Long Jul 2021
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,021 375.49M 110.85K 0.03 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,038 2.59B 811.76K 0.03 Long Sep 2021
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,012 96.56M 30.1K 0.03 Long Sep 2021
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,036 551.4M 141.85K 0.03 Long Sep 2021
ProFunds Small-Cap
SLPIX, SLPSX
1,988 9.85M 2.2K 0.03 Long Jul 2021
USAA Mutual Funds Trust Sustainable World Fund
USAWX, UIWGX, USWGX
587 1.57B 479.96K 0.03 Long Aug 2021
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,038 249.25M 74.2K 0.03 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Targeted Value Portfolio
1,086 249.11M 73.37K 0.03 Long Jul 2021
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
1,996 4.02B 1.18M 0.03 Long Jul 2021
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,026 4.75B 1.34M 0.03 Long Sep 2021
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,040 1.42B 399.01K 0.03 Long Sep 2021
EQ Advisors Trust EQ/Small Company Index Portfolio
1,838 1.56B 424.69K 0.03 Long Sep 2021
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
1,992 280.49M 60.3K 0.03 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,076 18.32B 4.09M 0.02 Long Jul 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,897 491.95M 119.72K 0.02 Long Sep 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,859 16.91B 4M 0.02 Long Aug 2021
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,699 130.92M 24.78K 0.02 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,244 515.62M 111.71K 0.02 Long Jul 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Multi Cap Growth AlphaDEX Fund
FAD
676 223.69M 48.24K 0.02 Long Jul 2021
ProFunds ProFund VP Small-Cap
2,036 15.88M 3.41K 0.02 Long Sep 2021
ProFunds UltraSmall-Cap
UAPIX, UAPSX
1,989 97.36M 20.23K 0.02 Long Jul 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP FUND
SLPAX
906 278.12M 56.52K 0.02 Long Aug 2021
ProShares Trust ProShares UltraPro Russell2000
URTY
1,995 400.48M 80.57K 0.02 Long Aug 2021
Invesco Exchange-Traded Fund Trust II Invesco PureBetaSM MSCI USA Small Cap ETF
PBSM
1,866 46.12M 8.22K 0.02 Long Aug 2021
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,438 417.73M 81.04K 0.02 Long Aug 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,691 157.44M 29.09K 0.02 Long Sep 2021
ProShares Trust ProShares Ultra Russell2000
UWM
2,000 286.89M 52.23K 0.02 Long Aug 2021
Northern Funds Northern Small Cap Core Fund
1,641 539.45M 87.08K 0.02 Long Sep 2021
ProFunds ProFund VP UltraSmall-Cap
2,038 29.95M 4.65K 0.02 Long Sep 2021
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,125 1.35B 192.28K 0.02 Long Jul 2021
SUNAMERICA SERIES TRUST SA T. Rowe Price Asset Allocation Growth Portfolio
1,545 568.68M 85.32K 0.02 Long Jul 2021
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,579 2.42B 347.78K 0.01 Long Sep 2021
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,042 373.41M 51.56K 0.01 Long Sep 2021
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,485 556.04M 66.74K 0.01 Long Jul 2021
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
1,245 41.78M 5.38K 0.01 Long Aug 2021
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,148 194.38M 25.41K 0.01 Long Sep 2021
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,188 1.03B 128.18K 0.01 Long Sep 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,499 1.84B 222.19K 0.01 Long Aug 2021
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,410 46.32B 5.42M 0.01 Long Aug 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,562 1.49B 173.89K 0.01 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,482 2.23B 222.34K 0.01 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,442 5.34B 524.23K 0.01 Long Jul 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,639 112.02B 11.41M 0.01 Long Sep 2021
ProShares Trust ProShares Hedge Replication ETF
HDG
1,994 44.41M 3.78K 0.01 Long Aug 2021
VANGUARD WORLD FUND VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VITAX, VGT
346 58.57B 4.8M 0.01 Long Aug 2021
FlexShares Trust FlexShares Morningstar US Market Factor Tilt Index Fund
TILT
2,167 1.86B 138.85K 0.01 Long Jul 2021
Fidelity Commonwealth Trust Fidelity Nasdaq Composite Index ETF
ONEQ
1,006 4.86B 332.5K 0.01 Long Aug 2021
FIDELITY COVINGTON TRUST Fidelity MSCI Information Technology Index ETF
FTEC
351 6.21B 451.58K 0.01 Long Jul 2021
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,564 737.49M 44.36K 0.01 Long Aug 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,189 888.51M 55.28K 0.01 Long Sep 2021
John Hancock Variable Insurance Trust Small Cap Opportunities Trust
1,158 162.35M 9.36K 0.01 Long Sep 2021
Prudential Investment Portfolios, Inc. PGIM Balanced Fund
PIBAX, PABCX, PABFX, PALRX, PIBQX
1,867 1.13B 63.54K 0.01 Long Sep 2021
Principal Funds, Inc SmallCap Growth Fund I
PNASX, PPNMX, PPNPX, PPNSX, PGRTX, PSIJX, PCSMX
1,293 3.06B 163.19K 0.01 Long Jul 2021
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,240 14.1B 673.89K 0.00 Long Aug 2021
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
1,068 95.18M 4.38K 0.00 Long Sep 2021
Advanced Series Trust AST Prudential Growth Allocation Portfolio
3,690 18.42B 739.02K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,373 1.76B 69.05K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,126 5.31B 210.78K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,392 12.75B 439.67K 0.00 Long Jul 2021
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
1,523 5.93B 147.96K 0.00 Long Jul 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,054 2.28B 56.37K 0.00 Long Aug 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,906 1.83B 43.47K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,737 74.86B 1.78M 0.00 Long Aug 2021
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,639 11.14B 263.12K 0.00 Long Jul 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
3,866 46.94B 1.07M 0.00 Long Aug 2021
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,485 28.48M 648 0.00 Long Jul 2021
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,907 2.42B 54.36K 0.00 Long Jul 2021
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,827 24.05B 521.86K 0.00 Long Sep 2021
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,978 35.02B 758.59K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 115.43K 0.00 Long Apr 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,594 22.41B 465.34K 0.00 Long Aug 2021
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
2,947 891.19M 18.49K 0.00 Long Sep 2021
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,367 17.15B 353.3K 0.00 Long Jul 2021
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,706 34.75B 709.46K 0.00 Long Sep 2021
Bridge Builder Trust Bridge Builder Small/Mid Cap Growth Fund
BBGSX
1,749 6.14B 124.76K 0.00 Long Sep 2021
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
2,551 13.6B 261.9K 0.00 Long Jul 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,040 1.26T 24.07M 0.00 Long Sep 2021
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,661 506.75M 9.6K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 241.56K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,623 34.89B 635.72K 0.00 Long Jul 2021
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,438 8.98B 166.7K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,562 32.88B 593.96K 0.00 Long Jul 2021
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
3,004 769.9M 13.21K 0.00 Long Sep 2021
iShares Trust iShares Russell 3000 ETF
IWV
2,712 12.06B 201.11K 0.00 Long Sep 2021
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,914 1.32B 22.07K 0.00 Long Sep 2021
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,710 43.32B 642.78K 0.00 Long Sep 2021
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,463 1.08B 16.24K 0.00 Long Jul 2021
NEW COVENANT FUNDS New Covenant Growth Fund
NCGFX
1,597 564.5M 8.53K 0.00 Long Sep 2021
John Hancock Funds II Strategic Equity Allocation Fund
4,285 8.52B 127.89K 0.00 Long Aug 2021
Dimensional ETF Trust Dimensional U.S. Equity ETF
2,131 5.72B 83.84K 0.00 Long Jul 2021
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
3,970 2.46B 32.36K 0.00 Long Jul 2021
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,515 58.51B 709.2K 0.00 Long Sep 2021
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,127 137.03B 1.6M 0.00 Long Sep 2021