Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.80%
2 RINC 4.31%
3 MORT 2.33%
4 HIPS 2.30%
5 RIET 1.14%
6 XSLV 0.90%
7 XSVM 0.83%
8 SDIV 0.80%
9 PSCF 0.28%
10 IWC 0.23%
11 RNSC 0.18%
12 FSGS 0.18%
13 VIOV 0.16%
14 IJS 0.15%
15 SLYV 0.14%
16 PFF 0.12%
17 ESIX 0.12%
18 EBIT 0.12%
19 FYC 0.11%
20 PRFZ 0.09%

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.07M (6.23%) -5.32K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.63M (3.23%) 50.91K
Increased by +1.94%
Apr 30, 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 (2.54%) 15.32K
Increased by +0.74%
Apr 30, 25
5 iShares Russell 2000 ETF 2.00M (2.46%) 338.00
Increased by +0.02%
Apr 30, 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%) 4.17K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.62%) 2.53K
Increased by +0.19%
Apr 30, 25
9 iShares Mortgage Real Estate Capped ETF 1.11M (1.36%) 4.72K
Increased by +0.43%
Apr 30, 25
10 Fidelity Small Cap Index 849.52K (1.04%) 8.29K
Increased by +0.98%
Feb 28, 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 818.60K (1.01%) 781.00
Increased by +0.10%
Apr 30, 25
13 iShares Russell 2000 Value ETF 765.84K (0.94%) -2.60K
Decreased by -0.34%
Apr 30, 25
14 Fidelity Extended Market Index 468.75K (0.58%) 27.04K
Increased by +5.77%
Mar 31, 25
15 Fidelity® Extended Market Index 446.27K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 411.22K (0.51%) 27.64K
Increased by +6.72%
Apr 30, 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 280.60K (0.34%) 3.58K
Increased by +1.28%
Apr 30, 25
19 Vanguard Tax-Managed Small Cap Adm 246.03K (0.30%) 0.00
Increased by 0.00%
Apr 30, 25
20 NT R2000 Index Fund - NL 198.08K (0.24%) 1.27K
Increased by +0.64%
Mar 31, 25