Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.72%
2 RINC 4.52%
3 MORT 2.84%
4 HIPS 2.46%
5 RIET 1.20%
6 SDIV 0.95%
7 XSVM 0.86%
8 XSLV 0.80%
9 PSCF 0.28%
10 IWC 0.25%
11 RNSC 0.18%
12 FSGS 0.18%
13 IJS 0.15%
14 VIOV 0.15%
15 SLYV 0.14%
16 PFF 0.13%
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 5.29M (6.51%) 2.71K
Increased by +0.05%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.58M (3.17%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 2.18M (2.69%) -8.38K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 2.08M (2.57%) 16.32K
Increased by +0.78%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 1.38M (1.70%) -9.69K
Decreased by -0.70%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.57%) -53.19K
Decreased by -4.18%
Dec 31, 24
7 iShares Mortgage Real Estate Capped ETF 1.14M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
8 iShares S&P Small-Cap 600 Value ETF 889.71K (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity Small Cap Index 870.81K (1.07%) 9.18K
Increased by +1.05%
Oct 31, 24
10 Fidelity® Small Cap Index 819.50K (1.01%) 21.67K
Increased by +2.64%
Oct 31, 23
11 iShares Russell 2000 Value ETF 770.53K (0.95%) -21.55K
Decreased by -2.80%
Dec 31, 24
12 Vanguard Tax-Managed Small Cap Adm 502.94K (0.62%) -59.94K
Decreased by -11.92%
Dec 31, 24
13 Fidelity Extended Market Index 456.90K (0.56%) -3.01K
Decreased by -0.66%
Nov 30, 24
14 Fidelity® Extended Market Index 446.27K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Russell 2000 ETF 389.09K (0.48%) 2.95K
Increased by +0.76%
Dec 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 300.70K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard S&P Small-Cap 600 ETF 286.35K (0.35%) -7.69K
Decreased by -2.68%
Dec 31, 24
18 NT R2000 Index Fund - NL 196.81K (0.24%) -3.56K
Decreased by -1.81%
Dec 31, 24
19 BlackRock Extended Mkt Composite 189.35K (0.23%) -8.96K
Decreased by -4.73%
Sep 30, 23
20 iShares Micro-Cap ETF 188.35K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24