CIK: 0000035527
Total reported value
$54.7B
Showing top 200 holdings (of 2659 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | Stock-Tech | 0.05% | — | -5.76% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | — | -9.60% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.05% | — | +7.28% | |
| 4 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.05% | — | -3.04% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.05% | — | -1.27% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | -2.09% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.05% | — | -0.36% | |
| 8 | SYY | Sysco CORP | Stock-Consumer Staples | 0.05% | — | -2.23% | |
| 9 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.05% | — | +62459.13% | |
| 10 | WELL | Welltower INC | Stock-Real Estate | 0.05% | — | +1.23% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.05% | — | +4.84% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.05% | — | -0.57% | |
| 13 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.05% | — | -4.61% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.05% | — | — | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.05% | — | +7.66% | |
| 16 | BX | Blackstone INC | Stock-Financials | 0.05% | — | -5.26% | |
| 17 | C | Citigroup INC | Stock-Financials | 0.05% | — | +15.47% | |
| 18 | PSA | Public Storage | Stock-Real Estate | 0.05% | — | -1.89% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.05% | — | -5.93% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.05% | — | -4.46% | |
| 21 | MMM | 3m Co | Stock-Industrials | 0.05% | — | +0.92% | |
| 22 | TDG | Transdigm Group INC | Stock-Industrials | 0.05% | — | -2.35% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.04% | — | +11.24% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.04% | — | -3.21% | |
| 25 | MPWR | Monolithic Power Systems INC | Stock-Tech | 0.04% | — | +18.33% | |
| 26 | VST | Vistra CORP | Stock-Utilities | 0.04% | — | +8.47% | |
| 27 | PLD | Prologis INC | Stock-Real Estate | 0.04% | — | -3.23% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.04% | — | -3.07% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.04% | — | +2.15% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.04% | — | +2.76% | |
| 31 | FISV | Fiserv INC | Stock-Other | 0.04% | — | +1.04% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.04% | — | -3.29% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.04% | — | -0.64% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.04% | — | -2.00% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.04% | — | +14.72% | |
| 36 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.04% | — | -1.31% | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.04% | — | +2.05% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.04% | — | -1.40% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.04% | — | -7.59% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.04% | — | -1.17% | |
| 41 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.04% | — | +12.86% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.04% | — | +8.70% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.03% | — | -16.07% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.03% | — | -2.95% | |
| 45 | CTVA | Corteva INC | Stock-Materials | 0.03% | — | +4.49% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.03% | +0.18% | -1.00% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | +0.09% | |
| 48 | PYPL | Paypal Holdings INC | Stock-Financials | 0.03% | — | -15.70% | |
| 49 | MET | Metlife INC | Stock-Financials | 0.03% | — | -1.74% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.03% | — | +11.28% |