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Franklin Covey (FC)

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Intrepid Capital Management Funds Trust Intrepid Endurance Fund
ICMAX, ICMZX
27 66.13M 3.3M 5.01 Long Mar 2022
North Square Investments Trust North Square Advisory Research Small Cap Growth Fund
ODGIX
73 17.99M 279.04K 1.57 Long Feb 2022
Federated Hermes MDT Series Federated Hermes MDT Small Cap Growth Fund
QASGX, QCSGX, QISGX, QLSGX
253 725.25M 4.36M 0.63 Long Apr 2022
AdvisorShares Trust AdvisorShares Dorsey Wright Micro-Cap ETF
DWMC
170 10.17M 53.31K 0.56 Long Mar 2022
RBB Fund, Inc. SGI U.S. Small Cap Equity Fund
LVSMX, SCLVX, SMLVX
107 36.07M 198.23K 0.55 Long Feb 2022
Ohio National Fund, Inc. ON BlackRock Advantage Small Cap Growth Portfolio
435 170.65M 898.79K 0.53 Long Mar 2022
Goldman Sachs Trust Goldman Sachs Small Cap Growth Insights Fund
GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX
393 166.92M 720.5K 0.44 Long Apr 2022
Federated Hermes MDT Series Federated Hermes MDT Small Cap Core Fund
QASCX, QCSCX, QISCX, QLSCX
303 1.29B 4.64M 0.38 Long Apr 2022
Fidelity Concord Street Trust Fidelity Small Cap Stock Fund
FSLCX
124 1.33B 4.62M 0.37 Long Apr 2022
Clearwater Investment Trust Clearwater Select Equity Fund
QWVOX
646 455.72M 1.54M 0.34 Long Mar 2022
ROYCE MICRO-CAP TRUST, INC. ROYCE MICRO-CAP TRUST, INC.
282 562.82M 1.81M 0.34 Long Mar 2022
BlackRock Funds BlackRock Advantage Small Cap Growth Fund
PSGIX, CSGEX
622 977.95M 2.54M 0.28 Long Mar 2022
Timothy Plan Timothy Plan US Small Cap Core ETF
TPSC
455 56.04M 139.46K 0.25 Long Mar 2022
RBB Fund, Inc. SGI Small Cap Core Fund
BOGIX
200 92.43M 225.89K 0.24 Long Feb 2022
SEI INSTITUTIONAL MANAGED TRUST SIMT Small Cap Fund
SLLAX, SMYFX
688 655.84M 1.54M 0.24 Long Mar 2022
Wilshire Mutual Funds Inc Small Company Growth Portfolio
DTSGX, WSMGX
480 32.74M 73.21K 0.23 Long Mar 2022
LAZARD FUNDS INC Lazard US Systematic Small Cap Equity Portfolio
LUSIX, LUSOX
439 4.66M 9.27K 0.21 Long Mar 2022
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Growth ETF
PQSG
557 15.96M 30.17K 0.20 Long Aug 2021
FORUM FUNDS II ACUITAS US MICROCAP FUND
AFMCX
223 56.38M 113.05K 0.20 Long Mar 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP FUND
SLPAX
917 251.63M 478.93K 0.19 Long Feb 2022
Victory Portfolios II VictoryShares US Small Cap Volatility Wtd ETF
CSA
503 25.85M 48.79K 0.19 Long Mar 2022
Victory Portfolios II VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
505 78.56M 147.78K 0.19 Long Mar 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP II FUND
SECAX
700 429.73M 677.3K 0.16 Long Feb 2022
Fidelity Concord Street Trust Fidelity Small Cap Stock K6 Fund
FKICX
114 63.17M 87.99K 0.15 Long Apr 2022
Forethought Variable Insurance Trust Global Atlantic BlackRock Disciplined Small Cap Portfolio
730 20.47M 29.12K 0.14 Long Jun 2021
iShares Trust iShares Micro-Cap ETF
IWC
1,787 1.45B 1.32M 0.12 Long Mar 2022
AQR Funds AQR Small Cap Momentum Style Fund
ASMOX, ASMNX, QSMRX
666 250.28M 290.13K 0.12 Long Mar 2022
BlackRock Funds BlackRock Advantage Small Cap Core Fund
BDSIX, BDSAX, BDSCX, BDSKX
742 4.43B 4.91M 0.11 Long Feb 2022
TIAA-CREF Funds TIAA-CREF Quant Small-Cap Equity Fund
TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX
442 2.67B 2.86M 0.11 Long Apr 2022
TIAA-CREF Life Funds TIAA-CREF Life Small-Cap Equity Fund
TLEQX
441 70.34M 71.45K 0.10 Long Mar 2022
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,315 463.49M 471.05K 0.10 Long Feb 2022
BNY Mellon Strategic Funds, Inc. BNY Mellon Select Managers Small Cap Growth Fund
DSGAX, DSGCX, DSGIX, DSGYX
444 578.76M 558.36K 0.10 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,691 7.38B 5.94M 0.09 Long Apr 2022
BlackRock Variable Series Funds, Inc. BlackRock Advantage SMID Cap V.I. Fund
464 189.4M 137.79K 0.08 Long Mar 2022
Franklin Templeton ETF Trust Franklin LibertyQ U.S. Small Cap Equity ETF
FLQS
506 16.39M 12.21K 0.08 Long Mar 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. QUALITY FACTOR ETF
VFQY
777 187.06M 133.55K 0.07 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Small Cap Growth Portfolio
567 905.88M 551.12K 0.07 Long Apr 2022
American Century ETF Trust Avantis U.S. Small Cap Equity ETF
AVSC
1,088 2.85M 1.75K 0.06 Long Feb 2022
EQ Advisors Trust 1290 VT Micro Cap Portfolio
1,850 209.08M 113.14K 0.06 Long Mar 2022
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc.
475 389.9M 225.24K 0.06 Long Mar 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. LIQUIDITY FACTOR ETF
VFLQ
800 48.48M 27.66K 0.06 Long Feb 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR FUND
VFMFX
581 50.99M 27.38K 0.05 Long Feb 2022
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,633 143.2M 55.89K 0.05 Long Mar 2022
Nationwide Variable Insurance Trust NVIT GS Small Cap Equity Insights Fund
537 294.47M 138.28K 0.05 Long Mar 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 GROWTH INDEX FUND
VRTGX, VTWG
1,289 936.29M 419.19K 0.04 Long Feb 2022
Northern Funds Northern Small Cap Core Fund
1,560 506.27M 222.44K 0.04 Long Mar 2022
PACIFIC SELECT FUND PD Small-Cap Growth Index Portfolio
1,248 82.87M 36.4K 0.04 Long Mar 2022
Goldman Sachs Trust Goldman Sachs Small Cap Equity Insights Fund
GCSIX, GCSSX, GCSAX, GCSCX, GDSRX, GDSTX, GCSUX, GMAPX
520 460.78M 200.63K 0.04 Long Apr 2022
iShares Trust iShares Russell 2000 Growth ETF
IWO
1,245 14.2B 4.7M 0.04 Long Mar 2022
Fidelity Salem Street Trust Fidelity Small Cap Growth Index Fund
FECGX
1,241 372.8M 142.62K 0.04 Long Mar 2022
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,701 144M 57.97K 0.04 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
DFAS
2,034 4.38B 1.63M 0.04 Long Apr 2022
VANGUARD VARIABLE INSURANCE FUNDS SMALL COMPANY GROWTH PORTFOLIO
554 1.72B 653.93K 0.04 Long Mar 2022
SEI INSTITUTIONAL MANAGED TRUST SIMT Tax-Managed Small/Mid Cap Fund
STMSX, STMPX
594 1.01B 357.33K 0.04 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,066 15.94B 4.97M 0.04 Long Apr 2022
Allspring Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,491 192.07M 67.63K 0.04 Long Feb 2022
Principal Exchange-Traded Funds Principal U.S. Small-Cap Multi-Factor ETF
PSC
562 778.17M 267.11K 0.03 Long Mar 2022
Master Investment Portfolio Diversified Equity Master Portfolio
2,909 1.05B 317.63K 0.03 Long Mar 2022
iShares Trust iShares Morningstar Small-Cap Growth ETF
ISCG
1,167 423.83M 107.27K 0.03 Long Apr 2022
Virtus Investment Trust Virtus AllianzGI Small-Cap Fund
AZBAX, AZBCX, AZBIX, AZBPX, ASCFX
307 174.34M 52.27K 0.03 Long Mar 2022
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,559 347.15M 101.93K 0.03 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 1.1M 0.03 Long Apr 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,966 511.12M 133.81K 0.03 Long Mar 2022
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
959 708.18M 177.26K 0.03 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
DFAT
1,512 6.81B 1.6M 0.02 Long Apr 2022
Goldman Sachs Variable Insurance Trust Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
519 126.5M 29.62K 0.02 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 1.35M 0.02 Long Apr 2021
EQ Advisors Trust EQ/Morgan Stanley Small Cap Growth Portfolio
1,312 553.77M 111.65K 0.02 Long Mar 2022
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,961 1.32B 241.16K 0.02 Long Mar 2022
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,815 607.63M 132.04K 0.02 Long Mar 2022
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,005 242.98M 50.45K 0.02 Long Apr 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,077 7.35B 1.57M 0.02 Long Feb 2022
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,027 420.78M 82.35K 0.02 Long Mar 2022
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,026 444.02M 87.09K 0.02 Long Mar 2022
ETF Series Solutions Nationwide Russell 2000 Risk-Managed Income ETF
NTKI
2,025 17.1M 3.46K 0.02 Long Feb 2022
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,016 794.36M 165.51K 0.02 Long Mar 2022
iShares Trust iShares Russell 2000 ETF
IWM
2,024 76B 12.86M 0.02 Long Mar 2022
Quantitative Master Series LLC Master Small Cap Index Series
2,022 4.92B 887.99K 0.02 Long Mar 2022
VALIC Co I Small Cap Index Fund
VCSLX
2,041 1.12B 225.94K 0.02 Long Feb 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,028 104.8M 20.17K 0.02 Long Mar 2022
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,020 5.69B 1.14M 0.02 Long Apr 2022
Northern Funds Northern Small Cap Index Fund
NSIDX
2,031 1.55B 314.46K 0.02 Long Mar 2022
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,021 21.34B 3.82M 0.02 Long Apr 2022
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,030 230.33M 45.36K 0.02 Long Mar 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,030 2.39B 482.95K 0.02 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,355 4.87B 916.68K 0.02 Long Apr 2022
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
1,994 267.84M 48.81K 0.02 Long Apr 2022
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,031 232.25M 45.54K 0.02 Long Mar 2022
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,006 91.18M 17.95K 0.02 Long Mar 2022
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,017 363.36M 64.08K 0.02 Long Mar 2022
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,011 3.67B 697.82K 0.02 Long Apr 2022
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,033 283.59M 55.66K 0.02 Long Apr 2022
EQ Advisors Trust EQ/Small Company Index Portfolio
1,834 1.48B 266.8K 0.02 Long Mar 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Total Equity Market Index Fund
POMIX
1,225 2.3B 434.11K 0.02 Long Mar 2022
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,035 4.2B 757.3K 0.02 Long Mar 2022
ProShares Trust ProShares UltraPro Russell2000
URTY
2,042 485.08M 63.06K 0.02 Long Feb 2022
ProShares Trust ProShares Ultra Russell2000
UWM
2,045 282.25M 39.92K 0.02 Long Feb 2022
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,723 1.19B 174.05K 0.02 Long Mar 2022
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,023 60.43M 10.42K 0.02 Long Apr 2022
Rydex Series Funds Russell 2000 Fund
RYRRX, RYROX, RYRHX
2,033 26.29M 3.98K 0.02 Long Mar 2022
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
1,983 242.81M 29.69K 0.01 Long Apr 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,799 16.38B 2.37M 0.01 Long Feb 2022
Rydex Series Funds Russell 2000 1.5x Strategy Fund
RYMKX, RYAKX, RYCMX
2,029 10.16M 1.45K 0.01 Long Mar 2022
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,054 1.36B 178.3K 0.01 Long Dec 2021
ProFunds ProFund VP UltraSmall-Cap
2,031 21.66M 2.85K 0.01 Long Mar 2022
OBERWEIS FUNDS Oberweis Micro-Cap Fund
OBMCX, OMCIX
79 148.89M 1.87M 0.01 Long Mar 2022
ProFunds ProFund VP Small-Cap
2,029 14.15M 1.81K 0.01 Long Mar 2022
Rydex Dynamic Funds Russell 2000 2x Strategy Fund
RYRUX, RYRLX, RYRSX
2,032 26.42M 3.03K 0.01 Long Mar 2022
GLOBAL X FUNDS Global X Russell 2000 Covered Call ETF
RYLD
2,013 1.28B 149.46K 0.01 Long Apr 2022
Rydex Variable Trust Russell 2000 2x Strategy Fund
2,019 1.7M 180.88 0.01 Long Mar 2022
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,495 2.23B 197.42K 0.01 Long Apr 2022
SEI INSTITUTIONAL MANAGED TRUST SIMT U.S. Managed Volatility Fund
SVOAX, SEVIX, SUSYX
339 966.09M 98.26K 0.01 Long Mar 2022
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,509 511.91M 43.4K 0.01 Long Apr 2022
ProFunds Small-Cap
SLPIX, SLPSX
2,021 3.86M 360.63 0.01 Long Apr 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,553 1.69B 152.31K 0.01 Long Feb 2022
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,202 918.31M 80.4K 0.01 Long Mar 2022
Rydex Variable Trust Russell 2000 1.5x Strategy Fund
2,031 4.67M 406.98 0.01 Long Mar 2022
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,444 1.4B 114.4K 0.01 Long Apr 2022
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,149 194.25M 15.92K 0.01 Long Mar 2022
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,053 337.51M 27.18K 0.01 Long Mar 2022
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,642 41.94B 3.07M 0.01 Long Feb 2022
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,549 1.67B 125.85K 0.01 Long Mar 2022
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,704 101.13B 7.45M 0.01 Long Mar 2022
American Century ETF Trust Avantis U.S. Equity Fund
AVUSX, AVUNX
2,239 367.16M 26.97K 0.01 Long Feb 2022
RUSSELL INVESTMENT CO U.S. Small Cap Equity Fund
REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX
1,244 1.23B 82.94K 0.01 Long Apr 2022
ProShares Trust ProShares Hedge Replication ETF
HDG
2,040 49.96M 2.58K 0.01 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,518 32.43B 1.5M 0.00 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,259 1.54B 67.96K 0.00 Long Apr 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,190 900M 34.77K 0.00 Long Mar 2022
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,598 635.74M 21.34K 0.00 Long Feb 2022
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
DFAC
2,349 14.52B 481.96K 0.00 Long Apr 2022
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,134 1.49B 49.34K 0.00 Long Mar 2022
Principal Funds, Inc SmallCap Growth Fund I
PNASX, PPNMX, PPNPX, PPNSX, PGRTX, PSIJX, PCSMX
1,337 2.4B 78.3K 0.00 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,476 30.74B 900.09K 0.00 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 368.25K 0.00 Long Apr 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,986 1.64B 44.9K 0.00 Long Mar 2022
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,663 46.41B 766.89K 0.00 Long Mar 2022
iShares Trust iShares Russell 3000 ETF
IWV
2,767 12.47B 199.56K 0.00 Long Mar 2022
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
3,255 859.83M 14.11K 0.00 Long Mar 2022
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,911 2.39B 35.06K 0.00 Long Apr 2022
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,868 1.31B 18.95K 0.00 Long Mar 2022
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,799 23.97B 344.58K 0.00 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,553 22.29B 313.94K 0.00 Long Feb 2022
DFA INVESTMENT TRUST COMPANY THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES
1,069 8.26B 111.45K 0.00 Long Jul 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,675 1.67B 22.84K 0.00 Long Mar 2022
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,438 16.83B 223.11K 0.00 Long Apr 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,049 2.1B 27.94K 0.00 Long Feb 2022
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,662 589.02M 7.55K 0.00 Long Mar 2022
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,662 30.53B 395.9K 0.00 Long Mar 2022
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,956 72.18B 918.17K 0.00 Long Feb 2022
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
4,116 48.58B 605.8K 0.00 Long Feb 2022
Bridge Builder Trust Bridge Builder Small/Mid Cap Growth Fund
BBGSX
1,773 6.37B 79.72K 0.00 Long Mar 2022
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,853 12.44B 148.38K 0.00 Long Apr 2022
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,137 1.32T 15.81M 0.00 Long Mar 2022
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,009 129.76B 1.53M 0.00 Long Mar 2022
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,409 8.41B 99.17K 0.00 Long Mar 2022
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,953 32.65B 378.66K 0.00 Long Apr 2022
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
1,950 1.94B 21.94K 0.00 Long Feb 2022
Dimensional ETF Trust Dimensional U.S. Equity ETF
DFUS
1,987 5.57B 60.11K 0.00 Long Apr 2022
Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund
2,837 895.2M 6.73K 0.00 Long Feb 2022
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,533 62.28M 641.12 0.00 Long Apr 2022
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
2,952 786.59M 6.69K 0.00 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 45.81K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,094 5.27B 40.07K 0.00 Long Apr 2022
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,371 57.32B 377.5K 0.00 Long Mar 2022
Blackstone Alternative Investment Funds Blackstone Alternative Multi-Strategy Fund
7,731 7.5B 31.65K 0.00 Long Mar 2022
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,186 5.23B 20.52K 0.00 Long Apr 2022
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,463 1.93B 3.53K 0.00 Long Apr 2022