Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.80%
2 RINC 4.41%
3 HYIN 2.77%
4 HIPS 2.22%
5 MORT 2.22%
6 REM 1.96%
7 XSHD 1.94%
8 RIET 1.12%
9 XSLV 0.89%
10 SDIV 0.73%
11 XSVM 0.71%
12 PSCF 0.28%
13 IWC 0.24%
14 FSGS 0.18%
15 RNSC 0.18%
16 SLYV 0.14%
17 VIOV 0.14%
18 IJS 0.13%
19 PFF 0.12%
20 ESIX 0.12%

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.99M (6.13%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.63M (3.23%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.59M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 2.07M (2.55%) 7.60K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 2.03M (2.49%) 0.00
Increased by 0.00%
May 31, 25
6 Fuh Hwa FTSE Mortgage REITs ETF 1.64M (2.02%) 168.05K
Increased by +10.23%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.33M (1.64%) -1.99K
Decreased by -0.15%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.63%) 11.25K
Increased by +0.85%
May 31, 25
9 iShares Mortgage Real Estate Capped ETF 1.09M (1.34%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Small Cap Index 842.09K (1.03%) -7.43K
Decreased by -0.88%
Mar 31, 25
11 Fidelity® Small Cap Index 819.50K (1.01%) 21.67K
Increased by +2.64%
Oct 31, 23
12 iShares S&P Small-Cap 600 Value ETF 809.06K (0.99%) 0.00
Increased by 0.00%
May 31, 25
13 iShares Russell 2000 Value ETF 738.80K (0.91%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Extended Market Index 464.31K (0.57%) -4.44K
Decreased by -0.96%
Apr 30, 25
15 Fidelity® Extended Market Index 446.27K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 414.88K (0.51%) 3.66K
Increased by +0.88%
May 31, 25
17 State St Russell Sm Cap® Indx SL Cl I 300.70K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard S&P Small-Cap 600 ETF 281.07K (0.35%) 475.00
Increased by +0.17%
May 31, 25
19 Vanguard Tax-Managed Small Cap Adm 246.03K (0.30%) 0.00
Increased by 0.00%
May 31, 25
20 NT R2000 Index Fund - NL 198.08K (0.24%) 1.27K
Increased by +0.64%
Mar 31, 25