Funds & ETFs

What 2469 of the largest US funds actually hold — allocation, top positions and quarter-over-quarter moves, taken straight from their filings.

$41.43T tracked2026 Q213,839 covered in total

The funds

Sorted by net assets · each fund is one page, with its share classes as aliases

FundMixNet assetsPositions
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS · 6 share classes
Stocks 100% · Cash & short-term 1%
$2.30T3.5K
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS · 4 share classes
Stocks 100% · Cash & short-term 0%
$1.67T519
iShares Core S&P 500 ETF
IVV · iShares Trust
Stocks 100% · Cash & short-term 0%
$888.13B507
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 0%
$832.15B507
State Street(R) SPDR(R) S&P 500(R) ETF Trust
SPY ·
Stocks 100%
$781.19B504
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
VXUS · VANGUARD STAR FUNDS · 6 share classes
Stocks 99% · Cash & short-term 2%
$629.12B8.8K
Invesco QQQ Trust, Series 1
QQQ ·
Stocks 100% · Cash & short-term 0%
$490.10B105
VANGUARD TOTAL BOND MARKET INDEX FUND
BND · VANGUARD BOND INDEX FUNDS · 6 share classes
Bonds 78% · Securitized 21%
$397.11B17.4K
VANGUARD TOTAL BOND MARKET II INDEX FUND
VTBIX · VANGUARD BOND INDEX FUNDS · 2 share classes
Bonds 78% · Securitized 21%
$384.36B15.9K
VANGUARD GROWTH INDEX FUND
VUG · VANGUARD INDEX FUNDS · 4 share classes
Stocks 100% · Cash & short-term 0%
$379.29B151
Growth Fund of America
AGTHX · · 21 share classes
Stocks 97% · Cash & short-term 2%
$360.91B334
VANGUARD INSTITUTIONAL INDEX FUND
VINIX · VANGUARD INSTITUTIONAL INDEX FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$350.31B516
VANGUARD DEVELOPED MARKETS INDEX FUND
VEA · VANGUARD TAX-MANAGED FUNDS · 5 share classes
Stocks 100% · Cash & short-term 1%
$316.42B3.9K
American Balanced Fund
ABALX · · 21 share classes
Stocks 65% · Bonds 22%
$288.23B4.1K
VANGUARD VALUE INDEX FUND
VTV · VANGUARD INDEX FUNDS · 4 share classes
Stocks 99% · Cash & short-term 1%
$254.48B325
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX · Fidelity Rutland Square Trust II
Stocks 98% · Cash & short-term 2%
$250.61B2.0K
PIMCO Income Fund
PONAX · PIMCO FUNDS · 8 share classes
Securitized 107% · Bonds 35%
$230.68B10.0K
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS · 5 share classes
Stocks 100% · Cash & short-term 1%
$224.06B294
Washington Mutual Investors Fund
AWSHX · · 21 share classes
Stocks 96% · Cash & short-term 3%
$214.63B199
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS · 5 share classes
Stocks 100% · Cash & short-term 2%
$188.70B1.3K
Investment Co of America
AIVSX · · 21 share classes
Stocks 98% · Cash & short-term 2%
$184.22B160
American Funds Fundamental Investors
ANCFX · · 21 share classes
Stocks 97% · Cash & short-term 3%
$181.27B241
iShares Core MSCI EAFE ETF
IEFA · iShares Trust
Stocks 98% · Other 2%
$180.74B2.6K
Fidelity Contrafund
FCNTX · · 2 share classes
Stocks 98% · Cash & short-term 2%
$179.96B441
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VGT · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$171.81B322
New Perspective Fund
ANWPX · · 21 share classes
Stocks 98% · Cash & short-term 2%
$170.36B289
iShares Core MSCI Emerging Markets ETF
IEMG · iShares, Inc.
Stocks 97% · Cash & short-term 6%
$162.03B2.7K
VANGUARD EMERGING MARKETS STOCK INDEX FUND
VWO · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 5 share classes
Stocks 99% · Cash & short-term 4%
$159.90B5.0K
Capital World Growth & Income Fund
CWGIX · · 21 share classes
Stocks 97% · Cash & short-term 3%
$159.66B339
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
SPYM · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$153.92B508
Income Fund of America
AMECX · · 21 share classes
Stocks 70% · Bonds 20%
$146.54B3.3K
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND
VTIIX · VANGUARD CHARLOTTE FUNDS · 2 share classes
Bonds 98% · Cash & short-term 2%
$145.78B7.1K
College Retirement Equities Fund - Total Global Stock Account
QCSTRX · College Retirement Equities Fund · 4 share classes
Stocks 99% · Cash & short-term 1%
$144.52B7.7K
EUPAC Fund
AEPGX · · 21 share classes
Stocks 97% · Cash & short-term 3%
$140.89B387
Fidelity Total Market Index Fund
FSKAX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 1%
$138.49B3.7K
Schwab S&P 500 Index Fund
SWPPX · SCHWAB CAPITAL TRUST
Stocks 100% · Derivatives 0%
$137.55B503
iShares Core U.S. Aggregate Bond ETF
AGG · iShares Trust
Bonds 73% · Securitized 25%
$136.46B13.3K
VANGUARD TARGET RETIREMENT 2035 FUND
VTTHX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$129.35B7
iShares Russell 1000 Growth ETF
IWF · iShares Trust
Stocks 100% · Cash & short-term 1%
$128.90B371
Capital Income Builder
CAIBX · · 21 share classes
Stocks 79% · Bonds 11%
$126.78B2.7K
VANGUARD WELLINGTON FUND
VWELX · · 2 share classes
Stocks 65% · Bonds 32%
$124.71B1.6K
VANGUARD DIVIDEND APPRECIATION INDEX FUND
VIG · VANGUARD SPECIALIZED FUNDS · 2 share classes
Stocks 99% · Cash & short-term 1%
$124.65B341
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
Stocks 100% · Cash & short-term 4%
$124.33B409
State Street(R) Technology Select Sector SPDR(R) ETF
XLK · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$123.91B76
JPMorgan Large Cap Growth Fund
SEEGX · JPMorgan Trust II · 8 share classes
Stocks 99% · Cash & short-term 1%
$121.79B82
VANGUARD TARGET RETIREMENT 2045 FUND
VTIVX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$121.07B7
VANGUARD TARGET RETIREMENT 2040 FUND
VFORX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$119.66B7
Dodge & Cox Stock Fund
DODGX · Dodge & Cox Funds · 2 share classes
Stocks 99% · Cash & short-term 1%
$118.35B89
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND
BNDX · VANGUARD CHARLOTTE FUNDS · 5 share classes
Bonds 99% · Cash & short-term 1%
$117.95B6.7K
American Mutual Fund
AMRMX · · 21 share classes
Stocks 97% · Cash & short-term 4%
$114.79B155
VANGUARD TARGET RETIREMENT 2030 FUND
VTHRX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$114.32B8
Fidelity Series Total Market Index Fund
FCFMX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 1%
$111.95B3.8K
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
Stocks 98% · Cash & short-term 8%
$111.32B656
Dodge & Cox Income Fund
DODIX · Dodge & Cox Funds · 2 share classes
Bonds 49% · Securitized 49%
$110.37B1.7K
VANGUARD TARGET RETIREMENT 2050 FUND
VFIFX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$108.11B7
Bond Fund of America
ABNDX · · 21 share classes
Bonds 66% · Securitized 30%
$100.46B5.8K
Strategic Advisers U.S. Total Stock Fund
FSAKX · Fidelity Rutland Square Trust II
Stocks 99% · Securitized 1%
$98.95B2.9K
Fidelity Growth Company Fund
FDGRX · Fidelity Mt. Vernon Street Trust · 2 share classes
Stocks 100% · Cash & short-term 0%
$98.78B649
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS · 6 share classes
Stocks 100% · Cash & short-term 4%
$97.70B3.4K
AMCAP Fund
AMCPX · · 21 share classes
Stocks 98% · Cash & short-term 2%
$97.21B120
Invesco NASDAQ 100 ETF
QQQM · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 0%
$97.15B105
VANGUARD PRIMECAP FUND
VPMCX · VANGUARD CHESTER FUNDS · 2 share classes
Stocks 98% · Cash & short-term 2%
$96.11B172
Fidelity Blue Chip Growth Fund
FBGRX · Fidelity Securities Fund · 7 share classes
Stocks 100% · Cash & short-term 0%
$95.32B403
Schwab U.S. Dividend Equity ETF
SCHD · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$94.95B102
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
VYM · VANGUARD WHITEHALL FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$94.63B620
SMALLCAP World Fund Inc
SMCWX · · 21 share classes
Stocks 98% · Cash & short-term 3%
$94.60B848
iShares Core S&P Total U.S. Stock Market ETF
ITOT · iShares Trust
Stocks 100% · Cash & short-term 2%
$94.14B2.5K
Strategic Advisers Fidelity Core Income Fund
FIWGX · Fidelity Rutland Square Trust II
Stocks 47% · Securitized 28%
$93.16B7.5K
iShares 0-3 Month Treasury Bond ETF
SGOV · iShares Trust
Cash & short-term 109%
$91.90B23
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
VEU · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 4 share classes
Stocks 99% · Cash & short-term 1%
$90.68B3.9K
VANGUARD TOTAL WORLD STOCK INDEX FUND
VT · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 3 share classes
Stocks 99% · Cash & short-term 1%
$89.90B10.1K
Invesco S&P 500 Equal Weight ETF
RSP · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 4%
$87.86B508
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND
VWITX · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 98% · Cash & short-term 2%
$87.60B16.2K
New World Fund Inc
NEWFX · · 21 share classes
Stocks 92% · Cash & short-term 4%
$85.37B607
Fidelity International Index Fund
FSPSX · Fidelity Concord Street Trust
Stocks 99% · Cash & short-term 1%
$83.65B705
iShares Russell 2000 ETF
IWM · iShares Trust
Stocks 100% · Cash & short-term 17%
$82.97B2.0K
iShares Russell 1000 Value ETF
IWD · iShares Trust
Stocks 100% · Cash & short-term 1%
$79.74B873
Franklin Income Fund
FKINX · Franklin Custodian Funds · 6 share classes
Bonds 65% · Stocks 27%
$79.23B553
VanEck Semiconductor ETF
SMH · VanEck ETF Trust
Stocks 100% · Cash & short-term 0%
$77.20B26
VANGUARD TARGET RETIREMENT 2055 FUND
VFFVX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$76.40B7
VANGUARD TARGET RETIREMENT 2025 FUND
VTTVX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$75.81B8
iShares MSCI EAFE ETF
EFA · iShares Trust
Stocks 98% · Other 1%
$75.61B710
iShares S&P 500 Growth ETF
IVW · iShares Trust
Stocks 100% · Cash & short-term 0%
$74.97B150
First Eagle Global Fund
SGENX · First Eagle Funds · 8 share classes
Stocks 84% · Real assets 10%
$74.86B212
VANGUARD LARGE-CAP INDEX FUND
VV · VANGUARD INDEX FUNDS · 4 share classes
Stocks 100% · Cash & short-term 1%
$73.83B451
Strategic Advisers Fidelity International Fund
FUSIX · Fidelity Rutland Square Trust II
Stocks 99% · Cash & short-term 1%
$72.99B303
Schwab U.S. Large-Cap ETF
SCHX · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$72.63B750
Fidelity Series Global ex U.S. Index Fund
FSGEX · Fidelity Salem Street Trust
Stocks 96% · Cash & short-term 5%
$71.78B2.1K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
VTIP · VANGUARD MALVERN FUNDS · 4 share classes
Bonds 99% · Cash & short-term 1%
$71.01B26
T. Rowe Price Capital Appreciation Fund
PRWCX · T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. · 3 share classes
Stocks 65% · Bonds 23%
$70.40B277
VANGUARD REAL ESTATE INDEX FUND
VNQ · VANGUARD SPECIALIZED FUNDS · 4 share classes
Stocks 100% · Cash & short-term 0%
$69.95B157
VANGUARD SHORT-TERM BOND INDEX FUND
BSV · VANGUARD BOND INDEX FUNDS · 5 share classes
Bonds 99% · Cash & short-term 0%
$69.75B3.2K
Fidelity U.S. Bond Index Fund
FUBFX · Fidelity Salem Street Trust · 2 share classes
Bonds 75% · Securitized 26%
$69.05B10.4K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
VCIT · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 99% · Cash & short-term 0%
$68.69B2.3K
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS · 4 share classes
Stocks 100% · Cash & short-term 1%
$67.80B844
Dodge & Cox International Stock Fund
DODFX · Dodge & Cox Funds · 2 share classes
Stocks 98% · Cash & short-term 1%
$67.61B97
Schwab International Equity ETF
SCHF · SCHWAB STRATEGIC TRUST
Stocks 99% · Cash & short-term 1%
$66.49B1.5K
Fidelity Balanced Fund
FBALX · Fidelity Puritan Trust · 7 share classes
Stocks 99% · Cash & short-term 1%
$65.79B368
VANGUARD EQUITY INCOME FUND
VEIPX · VANGUARD FENWAY FUNDS · 2 share classes
Stocks 98% · Cash & short-term 2%
$65.45B231
VANGUARD WINDSOR II FUND
VWNFX · VANGUARD WINDSOR FUNDS · 2 share classes
Stocks 97% · Cash & short-term 4%
$64.98B181
T. Rowe Price Blue Chip Growth Fund, Inc.
TRBCX · T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. · 5 share classes
Stocks 100% · Cash & short-term 0%
$64.59B80
VANGUARD BALANCED INDEX FUND
VBINX · VANGUARD VALLEY FORGE FUNDS · 3 share classes
Stocks 61% · Bonds 30%
$63.72B16.3K
Schwab U.S. Large-Cap Growth ETF
SCHG · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$61.08B196
S&P 500 Index Master Portfolio
Master Investment Portfolio
Stocks 99% · Cash & short-term 1%
$59.77B508
iShares S&P 500 Index Fund
WFSPX · BlackRock Funds III
Stocks 100%
$59.06B1
Nuveen Equity Index Fund
TIEIX · TIAA-CREF Funds · 6 share classes
Stocks 98% · Cash & short-term 2%
$58.88B2.6K
Baird Aggregate Bond Fund
BAGIX · Baird Funds Inc · 2 share classes
Bonds 69% · Securitized 28%
$57.86B2.1K
Growth Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 98% · Cash & short-term 2%
$57.26B238
iShares Russell Mid-Cap ETF
IWR · iShares Trust
Stocks 100% · Cash & short-term 3%
$56.98B830
Goldman Sachs GQG Partners International Opportunities Fund
GSIHX · Goldman Sachs Trust II · 7 share classes
Stocks 100% · Cash & short-term 1%
$56.95B64
iShares Core MSCI Total International Stock ETF
IXUS · iShares Trust
Stocks 98% · Other 2%
$56.23B4.2K
American Funds 2035 Target Date Retirement Fund
AAFTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$55.91B24
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
VONG · VANGUARD SCOTTSDALE FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$54.81B395
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND
VFSTX · VANGUARD FIXED INCOME SECURITIES FUNDS · 3 share classes
Bonds 92% · Securitized 7%
$54.69B2.2K
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
SPYG · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$52.99B148
American Funds 2040 Target Date Retirement Fund
AAGTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$52.84B26
JPMorgan Core Bond Fund
WOBDX · JPMorgan Trust II · 8 share classes
Bonds 59% · Securitized 39%
$52.83B3.4K
PGIM Total Return Bond Fund
PDBAX · Prudential Investment Portfolios, Inc. 17 · 7 share classes
Bonds 55% · Securitized 41%
$52.72B2.4K
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
BIV · VANGUARD BOND INDEX FUNDS · 5 share classes
Bonds 99% · Cash & short-term 0%
$52.45B2.4K
American Funds 2030 Target Date Retirement Fund
AAETX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$52.32B25
New Economy Fund
ANEFX · · 21 share classes
Stocks 94% · Cash & short-term 6%
$51.60B176
State Street(R) Financial Select Sector SPDR(R) ETF
XLF · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$51.35B78
Select Semiconductors Portfolio
FSELX · Fidelity Select Portfolios
Stocks 98% · Cash & short-term 3%
$51.35B70
MFS Value Fund
MEIAX · MFS SERIES TRUST I · 9 share classes
Stocks 100%
$51.11B71
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
VCSH · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 98% · Cash & short-term 1%
$50.23B3.0K
Putnam Large Cap Value Fund
PEYAX · · 5 share classes
Stocks 97% · Cash & short-term 3%
$50.21B110
T. Rowe Price Growth Stock Fund, Inc.
PRGFX · T. ROWE PRICE GROWTH STOCK FUND, INC. · 5 share classes
Stocks 100% · Cash & short-term 0%
$50.14B115
iShares MSCI USA Quality Factor ETF
QUAL · iShares Trust
Stocks 100% · Cash & short-term 1%
$50.11B124
Fidelity Mid Cap Index Fund
FSMDX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 2%
$50.04B808
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
VGIT · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 99% · Cash & short-term 0%
$49.32B104
BlackRock Strategic Income Opportunities Portfolio
BlackRock Funds V
Securitized 50% · Bonds 48%
$48.40B7.2K
iShares Russell 1000 ETF
IWB · iShares Trust
Stocks 100% · Cash & short-term 1%
$48.33B1.0K
iShares 7-10 Year Treasury Bond ETF
IEF · iShares Trust
Bonds 98% · Cash & short-term 1%
$48.33B16
Bridge Builder Core Plus Bond Fund
BBCPX · Bridge Builder Trust
Securitized 57% · Bonds 52%
$47.95B4.1K
iShares Semiconductor ETF
SOXX · iShares Trust
Stocks 100% · Cash & short-term 1%
$47.82B33
iShares S&P 500 Value ETF
IVE · iShares Trust
Stocks 100% · Cash & short-term 1%
$47.74B442
PIMCO Total Return Fund
PTTRX · PIMCO FUNDS · 8 share classes
Securitized 70% · Bonds 54%
$47.68B6.5K
VANGUARD U.S. GROWTH FUND
VWUSX · VANGUARD WORLD FUND · 2 share classes
Stocks 98% · Cash & short-term 2%
$47.56B108
VANGUARD WELLESLEY INCOME FUND
VWINX · · 2 share classes
Bonds 59% · Stocks 36%
$47.53B1.5K
Columbia Dividend Income Fund
LBSAX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Stocks 98% · Cash & short-term 2%
$47.18B81
State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF
BIL · SPDR SERIES TRUST
Cash & short-term 105%
$47.08B23
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS · 4 share classes
Stocks 100% · Cash & short-term 3%
$47.02B552
VANGUARD TARGET RETIREMENT 2060 FUND
VTTSX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$46.63B7
American Funds 2045 Target Date Retirement Fund
AAHTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$46.63B25
Baird Core Plus Bond Fund
BCOIX · Baird Funds Inc · 2 share classes
Bonds 71% · Securitized 26%
$46.19B2.1K
Growth-Income Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 97% · Cash & short-term 3%
$45.97B126
VANGUARD TAX-EXEMPT BOND INDEX FUND
VTEB · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 98% · Cash & short-term 1%
$45.59B10.2K
Artisan International Value Fund
ARTKX · Artisan Partners Funds Inc. · 3 share classes
Stocks 86% · Cash & short-term 14%
$45.12B65
iShares National Muni Bond ETF
MUB · iShares Trust
Bonds 96% · Cash & short-term 4%
$44.95B6.7K
JPMorgan Equity Premium Income ETF
JEPI · J.P. Morgan Exchange-Traded Fund Trust
Stocks 85% · Bonds 14%
$44.75B129
Fidelity Investment Grade Bond Central Fund
Fidelity Central Investment Portfolios II LLC
Bonds 71% · Securitized 32%
$44.63B4.6K
MFS International Diversification Fund
MDIDX · MFS SERIES TRUST X · 9 share classes
Stocks 100%
$44.59B7
Dimensional U.S. Core Equity 2 ETF
DFAC · Dimensional ETF Trust
Stocks 100% · Cash & short-term 3%
$44.49B2.5K
VANGUARD INTERNATIONAL GROWTH FUND
VWIGX · VANGUARD WORLD FUND · 2 share classes
Stocks 98% · Cash & short-term 1%
$44.42B127
Fidelity Large Cap Growth Index Fund
FSPGX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 0%
$44.11B392
Lord Abbett Short Duration Income Fund
LLDYX · LORD ABBETT INVESTMENT TRUST · 10 share classes
Bonds 61% · Securitized 36%
$43.66B1.1K
JPMorgan Equity Income Fund
HLIEX · JPMorgan Trust II · 8 share classes
Stocks 99% · Cash & short-term 1%
$43.57B83
Schwab U.S. Broad Market ETF
SCHB · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$43.31B2.4K
College Retirement Equities Fund - Growth Account
QCGRRX · College Retirement Equities Fund · 4 share classes
Stocks 100% · Cash & short-term 0%
$43.28B76
iShares 20+ Year Treasury Bond ETF
TLT · iShares Trust
Bonds 98% · Cash & short-term 1%
$42.91B47
Strategic Advisers Core Income Fund
FPCIX · Fidelity Rutland Square Trust II
Stocks 44% · Securitized 27%
$42.84B11.2K
Fidelity Extended Market Index Fund
FSMAX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 6%
$42.73B3.4K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA ·
Stocks 100%
$42.72B30
Fidelity Total Bond Fund
FTBFX · Fidelity Income Fund · 6 share classes
Bonds 66% · Securitized 30%
$42.56B6.7K
Strategic Advisers Fidelity Emerging Markets Fund
FGOMX · Fidelity Rutland Square Trust II
Stocks 98% · Cash & short-term 2%
$41.97B315
American Funds 2050 Target Date Retirement Fund
AALTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$41.90B20
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
DFIEX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 103% · Cash & short-term 5%
$41.85B4.7K
MFS Growth Fund
MFEGX · MFS Series Trust II · 9 share classes
Stocks 99% · Cash & short-term 1%
$41.65B70
Schwab Total Stock Market Index Fund
SWTSX · SCHWAB CAPITAL TRUST
Stocks 100% · Cash & short-term 0%
$41.28B3.0K
iShares U.S. Treasury Bond ETF
GOVT · iShares Trust
Bonds 99% · Cash & short-term 1%
$41.03B224
Large Cap Index Master Portfolio
Master Investment Portfolio
Stocks 99% · Cash & short-term 4%
$40.98B1.0K
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ · J.P. Morgan Exchange-Traded Fund Trust
Stocks 82% · Bonds 16%
$40.66B111
State Street(R) Health Care Select Sector SPDR(R) ETF
XLV · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$40.60B62
Fidelity OTC Portfolio
FOCPX · Fidelity Securities Fund · 7 share classes
Stocks 100% · Cash & short-term 0%
$40.37B130
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
SPDW · SPDR INDEX SHARES FUNDS
Stocks 99% · Cash & short-term 2%
$40.29B2.4K
U.S. CORE EQUITY 1 PORTFOLIO
DFEOX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 102% · Cash & short-term 3%
$40.20B2.4K
T. Rowe Price Equity Index 500 Fund
PREIX · T. ROWE PRICE INDEX TRUST, INC. · 3 share classes
Stocks 100% · Cash & short-term 0%
$39.83B507
ProShares UltraPro QQQ
TQQQ · ProShares Trust
Derivatives 37% · Stocks 30%
$39.77B115
iShares Core Dividend Growth ETF
DGRO · iShares Trust
Stocks 100% · Cash & short-term 0%
$39.65B399
iShares MBS ETF
MBB · iShares Trust
Securitized 98% · Cash & short-term 7%
$38.74B11.1K
College Retirement Equities Fund - Global Equities Account
QCGLRX · College Retirement Equities Fund · 4 share classes
Stocks 98% · Cash & short-term 2%
$38.70B2.1K
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND
VFICX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 97% · Cash & short-term 1%
$38.64B1.7K
JPMorgan Ultra-Short Income ETF
JPST · J.P. Morgan Exchange-Traded Fund Trust
Bonds 69% · Cash & short-term 21%
$38.41B806
Select Technology Portfolio
FSPTX · Fidelity Select Portfolios · 6 share classes
Stocks 99% · Cash & short-term 1%
$38.05B126
EMERGING MARKETS CORE EQUITY 2 PORTFOLIO
DFCEX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 1%
$37.86B7.6K
VANGUARD EUROPEAN STOCK INDEX FUND
VGK · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 5 share classes
Stocks 99% · Cash & short-term 1%
$37.80B1.2K
U.S. CORE EQUITY 2 PORTFOLIO
DFQTX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 3%
$37.77B2.4K
Fidelity Magellan Fund
FMAGX · · 7 share classes
Stocks 99% · Cash & short-term 1%
$37.77B47
Fidelity Contrafund K6
FLCNX · Fidelity Contrafund
Stocks 99% · Cash & short-term 2%
$37.50B436
VANGUARD MID-CAP VALUE INDEX FUND
VOE · VANGUARD INDEX FUNDS · 3 share classes
Stocks 99% · Cash & short-term 1%
$37.23B181
VANGUARD DIVIDEND GROWTH FUND
VDIGX · VANGUARD SPECIALIZED FUNDS
Stocks 99% · Cash & short-term 1%
$36.93B59
VANGUARD HEALTH CARE FUND
VGHCX · VANGUARD SPECIALIZED FUNDS · 2 share classes
Stocks 98% · Cash & short-term 1%
$36.86B103
Fidelity Freedom 2040 Fund
FFFFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$36.65B49
iShares Core Universal USD Bond ETF
IUSB · iShares Trust
Bonds 77% · Securitized 22%
$36.54B17.8K
Fidelity Series Investment Grade Bond Fund
FSIGX · Fidelity Salem Street Trust
Bonds 72% · Securitized 31%
$36.37B4.6K
Fidelity ZERO Total Market Index Fund
FZROX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 1%
$36.26B2.7K
VANGUARD TARGET RETIREMENT INCOME FUND
VTINX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$36.04B8
Six Circles U.S. Unconstrained Equity Fund
CUSUX · SIX CIRCLES TRUST
Stocks 99% · Real assets 1%
$35.73B526
State Street(R) Energy Select Sector SPDR(R) ETF
XLE · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$35.72B23
Fidelity Freedom 2030 Fund
FFFEX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$35.41B50
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
SPYV · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$35.30B439
Fidelity Advisor Growth Opportunities Fund
FAGAX · Fidelity Advisor Series I · 5 share classes
Stocks 100% · Cash & short-term 0%
$35.28B212
Capital Group Dividend Value ETF
CGDV ·
Stocks 100%
$35.17B53
Fidelity Freedom Index 2040 Fund
FBIFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$34.88B5
VANGUARD MID-CAP GROWTH INDEX FUND
VOT · VANGUARD INDEX FUNDS · 3 share classes
Stocks 100% · Cash & short-term 0%
$34.82B126
Fidelity Freedom 2035 Fund
FFTHX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$34.72B50
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX · VANGUARD INSTITUTIONAL INDEX FUNDS · 2 share classes
Stocks 100% · Cash & short-term 1%
$34.71B3.2K
VANGUARD LIMITED-TERM TAX-EXEMPT FUND
VMLTX · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 98% · Cash & short-term 3%
$34.64B7.4K
Nuveen International Equity Index Fund
TCIEX · TIAA-CREF Funds · 5 share classes
Stocks 97% · Cash & short-term 3%
$34.52B732
VANGUARD TARGET RETIREMENT 2020 FUND
VTWNX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$34.24B8
Fidelity Series Bond Index Fund
FIFZX · Fidelity Salem Street Trust
Bonds 75% · Securitized 25%
$34.05B10.0K
iShares U.S. Equity Factor Rotation Active ETF
DYNF · BlackRock ETF Trust
Stocks 99% · Cash & short-term 1%
$33.99B189
T. Rowe Price Value Fund, Inc.
TRVLX · T. ROWE PRICE VALUE FUND, INC. · 4 share classes
Stocks 100% · Cash & short-term 0%
$33.99B110
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
CMEUX · SIX CIRCLES TRUST
Stocks 98% · Real assets 1%
$33.98B617
State Street(R) Industrial Select Sector SPDR(R) ETF
XLI · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$33.96B83
VANGUARD SHORT-TERM TREASURY INDEX FUND
VGSH · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 99% · Cash & short-term 0%
$33.86B92
Fidelity Puritan Fund
FPURX · Fidelity Puritan Trust · 2 share classes
Stocks 100% · Cash & short-term 1%
$33.84B262
JPMorgan U.S. Equity Fund
JUEAX · JPMorgan Trust I · 9 share classes
Stocks 100% · Cash & short-term 1%
$33.38B66
VANGUARD MEGA CAP GROWTH INDEX FUND
MGK · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 1%
$33.30B60
Fidelity Freedom Index 2035 Fund
FIHFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$32.88B6
VANGUARD CAPITAL OPPORTUNITY FUND
VHCOX · VANGUARD HORIZON FUNDS · 2 share classes
Stocks 97% · Cash & short-term 4%
$32.70B195
Fidelity Freedom Index 2045 Fund
FIOFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$32.63B5
Fidelity Small Cap Index Fund
FSSNX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 9%
$32.56B1.9K
American Funds Global Balanced Fund
GBLAX · · 21 share classes
Stocks 64% · Bonds 24%
$32.39B1.2K
iShares Core S&P U.S. Growth ETF
IUSG · iShares Trust
Stocks 100% · Cash & short-term 0%
$32.22B395
Guggenheim Total Return Bond Fund
GIBAX · Guggenheim Funds Trust · 5 share classes
Securitized 53% · Bonds 50%
$32.21B2.0K
American Funds 2025 Target Date Retirement Income Fund
AADTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$31.48B21
Fidelity Freedom Index 2050 Fund
FIPFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$31.32B5
iShares MSCI ACWI ETF
ACWI · iShares Trust
Stocks 99% · Cash & short-term 1%
$31.30B2.3K
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND
VIITX · VANGUARD MALVERN FUNDS
Securitized 58% · Bonds 40%
$31.17B2.8K
American Funds 2055 Target Date Retirement Fund
AAMTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$30.87B20
Fidelity Series Emerging Markets Opportunities Fund
FEMSX · Fidelity Investment Trust
Stocks 99% · Cash & short-term 2%
$30.78B245
DoubleLine Total Return Bond Fund
DBLTX · DoubleLine Funds Trust · 4 share classes
Securitized 93% · Bonds 6%
$30.75B3.1K
VIP Contrafund Portfolio
Variable Insurance Products Fund II
Stocks 98% · Cash & short-term 3%
$30.46B453
Cliffwater Corporate Lending Fund
Loans 94% · Securitized 2%
$30.38B3.1K
iShares MSCI Emerging Markets ETF
EEM · iShares, Inc.
Stocks 98% · Cash & short-term 3%
$30.33B1.3K
Bridge Builder Large Cap Growth Fund
BBGLX · Bridge Builder Trust
Stocks 97% · Cash & short-term 2%
$30.25B346
PIMCO Long Duration Credit Bond Portfolio
PIMCO FUNDS
Bonds 107% · Securitized 21%
$30.22B2.4K
Franklin Dynatech Fund
FKDNX · Franklin Custodian Funds · 5 share classes
Stocks 100% · Cash & short-term 0%
$30.20B110
T. Rowe Price Retirement 2030 Fund
TRRCX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$30.04B32
iShares MSCI EAFE Value ETF
EFV · iShares Trust
Stocks 98% · Other 1%
$29.97B425
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
VTCLX · VANGUARD TAX-MANAGED FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$29.88B901
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD · iShares Trust
Bonds 98% · Cash & short-term 8%
$29.78B3.1K
THE U.S. LARGE CAP VALUE SERIES
DFA INVESTMENT TRUST CO
Stocks 101% · Cash & short-term 3%
$29.43B318
iShares Core MSCI International Developed Markets ETF
IDEV · iShares Trust
Stocks 98% · Other 2%
$29.41B2.3K
Janus Henderson Research Fund
JAMRX · Janus Investment Fund · 8 share classes
Stocks 99% · Cash & short-term 4%
$29.38B80
Bridge Builder Large Cap Value Fund
BBVLX · Bridge Builder Trust
Stocks 95% · Real assets 3%
$29.01B585
MFS International Equity Fund
MIEIX · MFS Series Trust XVII · 3 share classes
Stocks 99% · Cash & short-term 1%
$28.87B83
Fidelity SAI U.S. Quality Index Fund
FUQIX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 2%
$28.83B98
Fidelity Series Large Cap Stock Fund
FGLGX · Fidelity Hastings Street Trust
Stocks 96% · Cash & short-term 4%
$28.76B176
TCW METWEST TOTAL RETURN BOND FUND
MWTIX · TCW Metropolitan West Funds · 5 share classes
Securitized 57% · Bonds 46%
$28.60B1.5K
Fidelity Freedom Index 2030 Fund
FXIFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$28.58B7
Intermediate Bond Fund of America
AIBAX · · 21 share classes
Bonds 49% · Securitized 43%
$28.57B3.1K
Strategic Advisers International Fund
FILFX · Fidelity Rutland Square Trust II
Stocks 99% · Cash & short-term 1%
$28.56B996
Fidelity Freedom 2045 Fund
FFFGX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$28.42B50
American High Income Trust
AHITX · · 21 share classes
Bonds 83% · Cash & short-term 8%
$28.40B1.1K
Bridge Builder Core Bond Fund
BBTBX · Bridge Builder Trust
Bonds 59% · Securitized 40%
$28.36B5.4K
Asset Allocation Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 64% · Bonds 22%
$28.34B2.2K
Fidelity Advisor New Insights Fund
FNIAX · Fidelity Contrafund · 5 share classes
Stocks 95% · Cash & short-term 5%
$28.20B457
VANGUARD INFLATION-PROTECTED SECURITIES FUND
VIPSX · VANGUARD BOND INDEX FUNDS · 3 share classes
Bonds 99% · Cash & short-term 0%
$28.19B129
Columbia Seligman Technology and Information Fund
SLMCX · Columbia Funds Series Trust II · 7 share classes
Stocks 94% · Cash & short-term 6%
$28.18B80
College Retirement Equities Fund - S&P 500 Index Account
QCEQRX · College Retirement Equities Fund · 4 share classes
Stocks 99% · Cash & short-term 1%
$28.10B521
State Street SPDR S&P MidCap 400SM ETF Trust
MDY · SPDR S&P MIDCAP 400 ETF TRUST
Stocks 99%
$28.05B400
Janus Henderson Balanced Fund
JABAX · Janus Investment Fund · 8 share classes
Stocks 65% · Securitized 18%
$28.00B744
VANGUARD FTSE SOCIAL INDEX FUND
VFTNX · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$27.98B394
Fidelity Nasdaq Composite Index Fund
FNCMX · Fidelity Concord Street Trust
Stocks 99% · Cash & short-term 2%
$27.93B3.0K
Fidelity Growth Company K6 Fund
FGKFX · Fidelity Mt. Vernon Street Trust
Stocks 100% · Cash & short-term 0%
$27.52B622
BlackRock High Yield Portfolio
BlackRock Funds V
Bonds 85% · Loans 6%
$27.43B1.5K
T. Rowe Price Retirement 2040 Fund
TRRDX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$27.41B30
Franklin Rising Dividends Fund
FRDAX · Franklin Managed Trust · 5 share classes
Stocks 97% · Cash & short-term 2%
$27.36B56
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
Stocks 100% · Cash & short-term 0%
$27.08B798
Janus Henderson AAA CLO ETF
JAAA · Janus Detroit Street Trust
Securitized 97% · Cash & short-term 5%
$26.91B601
Ultra Fund
TWCUX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 100% · Cash & short-term 0%
$26.59B66
American Funds Growth Portfolio
RGWFX · AMERICAN FUNDS PORTFOLIO SERIES · 23 share classes
Stocks 100%
$26.55B9
VANGUARD S&P 500 GROWTH INDEX FUND
VOOG · VANGUARD ADMIRAL FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$26.51B152
Bond Fund
JHNBX · John Hancock Sovereign Bond Fund · 6 share classes
Bonds 54% · Securitized 45%
$26.50B1.2K
iShares Core S&P U.S. Value ETF
IUSV · iShares Trust
Stocks 100% · Cash & short-term 1%
$26.46B742
iShares Broad USD High Yield Corporate Bond ETF
USHY · iShares Trust
Bonds 97% · Cash & short-term 14%
$26.23B1.9K
VANGUARD LIFESTRATEGY GROWTH FUND
VASGX · VANGUARD STAR FUNDS
Stocks 99% · Cash & short-term 1%
$26.16B7
Fidelity Total Bond ETF
FBND · Fidelity Merrimack Street Trust
Bonds 66% · Securitized 30%
$26.06B4.6K
Avantis Emerging Markets Equity ETF
AVEM · American Century ETF Trust
Stocks 100% · Cash & short-term 1%
$26.03B3.9K
Roundhill Memory ETF
Roundhill ETF Trust
Stocks 57% · Bonds 21%
$25.91B18
Fidelity Freedom 2050 Fund
FFFHX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$25.76B50
Bridge Builder International Equity Fund
BBIEX · Bridge Builder Trust
Stocks 98% · Cash & short-term 1%
$25.71B846
VANGUARD HIGH-YIELD CORPORATE FUND
VWEHX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 92% · Loans 4%
$25.65B1.0K
T. Rowe Price Overseas Stock Fund
TROSX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 2%
$25.59B146
JPMorgan Core Plus Bond Fund
HLIPX · JPMorgan Trust II · 8 share classes
Securitized 48% · Bonds 46%
$25.49B2.9K
Schwab Fundamental U.S. Large Company ETF
FNDX · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$25.47B735
iShares 1-3 Year Treasury Bond ETF
SHY · iShares Trust
Bonds 99% · Cash & short-term 2%
$25.44B90
Harbor Capital Appreciation Fund
HACAX · HARBOR FUNDS · 4 share classes
Stocks 100%
$25.42B45
State Street Equity 500 Index II Portfolio
SSEYX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Stocks 97% · Cash & short-term 3%
$25.21B506
MidCap Fund
PMBMX · Principal Funds, Inc · 7 share classes
Stocks 101% · Cash & short-term 0%
$25.19B72
Old Westbury Large Cap Strategies Fund
OWLSX · Old Westbury Funds Inc
Stocks 99% · Cash & short-term 1%
$25.09B397
MFS International Intrinsic Value Fund
MGIAX · MFS SERIES TRUST X · 9 share classes
Stocks 100% · Other 0%
$24.96B97
T. Rowe Price Retirement 2035 Fund
TRRJX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$24.78B32
U.S. LARGE CAP VALUE PORTFOLIO
DFLVX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100%
$24.62B1
iShares MSCI Emerging Markets ex China ETF
EMXC · iShares, Inc.
Stocks 98% · Other 2%
$24.61B667
Schwab Fundamental International Equity ETF
FNDF · SCHWAB STRATEGIC TRUST
Stocks 99% · Cash & short-term 1%
$24.55B890
Tax Exempt Bond Fund of America
AFTEX · · 6 share classes
Bonds 99% · Securitized 0%
$24.50B5.4K
First Trust Rising Dividend Achievers ETF
RDVY · First Trust Exchange-Traded Fund VI
Stocks 100% · Cash & short-term 0%
$24.48B72
Fidelity Series Growth Company Fund
FCGSX · Fidelity Mt. Vernon Street Trust
Stocks 96% · Cash & short-term 4%
$24.46B649
Fidelity Freedom Index 2055 Fund
FDEWX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$24.36B5
Capital Group Growth ETF
CGGR ·
Stocks 100%
$24.36B90
U.S. Government Securities Fund
AMUSX · AMERICAN FUNDS INCOME SERIES · 21 share classes
Bonds 62% · Securitized 35%
$24.25B1.5K
VANGUARD WINDSOR FUND
VWNDX · VANGUARD WINDSOR FUNDS · 2 share classes
Stocks 97% · Cash & short-term 3%
$24.25B141
Parnassus Core Equity Fund
PRBLX · Parnassus Funds II · 2 share classes
Stocks 97% · Real assets 2%
$24.21B37
iShares MSCI USA Momentum Factor ETF
MTUM · iShares Trust
Stocks 100% · Cash & short-term 1%
$24.18B128
iShares MSCI South Korea ETF
EWY · iShares, Inc.
Stocks 99% · Cash & short-term 5%
$24.14B85
Oakmark Fund
OAKMX · HARRIS ASSOCIATES INVESTMENT TRUST · 4 share classes
Stocks 95% · Cash & short-term 5%
$24.03B61
VANGUARD LIFESTRATEGY MODERATE GROWTH FUND
VSMGX · VANGUARD STAR FUNDS
Stocks 99% · Cash & short-term 1%
$23.89B7
Fidelity U.S. Equity Central Fund
Fidelity Central Investment Portfolios LLC
Stocks 98% · Cash & short-term 2%
$23.84B405
Fidelity Low-Priced Stock Fund
FLPSX · Fidelity Puritan Trust · 7 share classes
Stocks 96% · Cash & short-term 5%
$23.82B564
Janus Henderson Forty Fund
JDCAX · Janus Investment Fund · 8 share classes
Stocks 100% · Cash & short-term 0%
$23.80B34
T. Rowe Price Dividend Growth Fund, Inc.
PRDGX · T. ROWE PRICE DIVIDEND GROWTH FUND, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$23.69B95
VANGUARD STAR FUND
VGSTX · VANGUARD STAR FUNDS
Stocks 100%
$23.63B10
LORD ABBETT BOND DEBENTURE FUND INC
LBNDX · · 11 share classes
Bonds 77% · Securitized 24%
$23.56B951
Fidelity Total International Index Fund
FTIHX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 3%
$23.55B5.1K
The DFA Short Term Investment Fund
The DFA Investment Trust Company
Cash & short-term 85% · Bonds 15%
$23.25B174
Disciplined Value Mid Cap Fund
JVMAX · John Hancock Funds III · 6 share classes
Stocks 99% · Cash & short-term 1%
$23.21B137
State Street(R) Utilities Select Sector SPDR(R) ETF
XLU · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$23.11B33
MFS International Growth Fund
MGRAX · MFS SERIES TRUST X · 9 share classes
Stocks 100% · Cash & short-term 0%
$23.06B90
T. Rowe Price Mid-Cap Growth Fund, Inc.
RPMGX · T. ROWE PRICE MID-CAP GROWTH FUND, INC. · 5 share classes
Stocks 98% · Cash & short-term 2%
$23.03B132
Nuveen Bond Index Fund
TBIIX · TIAA-CREF Funds · 6 share classes
Bonds 74% · Securitized 25%
$23.03B8.9K
American Funds Growth and Income Portfolio
GAIOX · AMERICAN FUNDS PORTFOLIO SERIES · 23 share classes
Stocks 100%
$22.97B14
iShares MSCI USA Min Vol Factor ETF
USMV · iShares Trust
Stocks 100% · Cash & short-term 0%
$22.86B174
iShares Select Dividend ETF
DVY · iShares Trust
Stocks 100% · Cash & short-term 0%
$22.86B104
AB LARGE CAP GROWTH FUND INC
APGAX · · 7 share classes
Stocks 98% · Cash & short-term 2%
$22.85B58
Schwab U.S. Small-Cap ETF
SCHA · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 2%
$22.78B1.7K
VanEck Gold Miners ETF
GDX · VanEck ETF Trust
Stocks 100% · Cash & short-term 0%
$22.75B62
VANGUARD CORE BOND FUND
VCOBX · VANGUARD MALVERN FUNDS · 2 share classes
Bonds 59% · Securitized 37%
$22.64B3.5K
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
XLY · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$22.59B49
Thornburg Investment Income Builder Fund
TIBAX · THORNBURG INVESTMENT TRUST · 7 share classes
Stocks 94% · Bonds 4%
$22.50B328
WCM Focused International Growth Fund
WCMIX · INVESTMENT MANAGERS SERIES TRUST · 2 share classes
Stocks 87% · Other 12%
$22.50B44
American Funds Multi-Sector Income Fund
MIAVX · · 21 share classes
Bonds 80% · Securitized 15%
$22.43B2.4K
AST Balanced Asset Allocation Portfolio
Advanced Series Trust
Stocks 85% · Bonds 11%
$22.42B2.6K
JPMorgan Growth Advantage Fund
VHIAX · J.P. Morgan Mutual Fund Investment Trust · 8 share classes
Stocks 99% · Cash & short-term 2%
$22.41B101
Janus Henderson Enterprise Fund
JAENX · Janus Investment Fund · 8 share classes
Stocks 97% · Cash & short-term 3%
$22.40B85
PGIM High Yield Fund
JDYRX · Prudential Investment Portfolios, Inc. 15 · 7 share classes
Bonds 86% · Cash & short-term 7%
$22.28B896
State Street(R) Communication Services Select Sector SPDR(R) ETF
XLC · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 1%
$22.26B25
Fidelity SAI Total Bond Fund
FSMTX · Fidelity Salem Street Trust
Bonds 65% · Securitized 31%
$22.25B6.3K
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB · iShares Trust
Bonds 99% · Cash & short-term 6%
$22.04B4.6K
VANGUARD EXPLORER FUND
VEXPX · · 2 share classes
Stocks 98% · Cash & short-term 3%
$21.77B718
Six Circles International Unconstrained Equity Fund
CIUEX · SIX CIRCLES TRUST
Stocks 99% · Derivatives 0%
$21.68B653
College Retirement Equities Fund - Responsible Balanced Account
QCSCRX · College Retirement Equities Fund · 4 share classes
Stocks 60% · Bonds 26%
$21.66B1.5K
iShares Russell Mid-Cap Growth ETF
IWP · iShares Trust
Stocks 100% · Cash & short-term 4%
$21.57B270
iShares U.S. Technology ETF
IYW · iShares Trust
Stocks 100% · Cash & short-term 0%
$21.45B143
VANGUARD RUSSELL 1000 VALUE INDEX FUND
VONV · VANGUARD SCOTTSDALE FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$21.45B885
Schwab 1000 Index Fund
SNXFX · SCHWAB INVESTMENTS
Stocks 100% · Cash & short-term 0%
$21.40B990
State Street(R) SPDR(R) S&P(R) Dividend ETF
SDY · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 2%
$21.39B157
iShares MSCI Japan ETF
EWJ · iShares, Inc.
Stocks 99% · Other 0%
$21.30B182
American Funds Strategic Bond Fund
CANAX · · 21 share classes
Bonds 68% · Securitized 29%
$21.25B2.6K
GQG Partners Emerging Markets Equity Fund
GQGPX · ADVISORS' INNER CIRCLE III · 3 share classes
Stocks 99% · Cash & short-term 1%
$20.84B76
Bridge Builder Municipal Bond Fund
BBMUX · Bridge Builder Trust
Bonds 96% · Securitized 2%
$20.79B5.8K
iShares 0-1 Year Treasury Bond ETF
SHV · iShares Trust
Cash & short-term 93% · Bonds 14%
$20.73B64
International Growth and Income Fund
IGAAX · International Growth & Income Fund · 21 share classes
Stocks 95% · Cash & short-term 5%
$20.71B317
Fidelity SAI U.S. Low Volatility Index Fund
FSUVX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 2%
$20.64B189
American Funds Global Insight Fund
RGLGX · · 21 share classes
Stocks 96% · Cash & short-term 4%
$20.58B191
T. Rowe Price Large-Cap Growth Fund
TRLGX · T. Rowe Price Equity Funds, Inc. · 2 share classes
Stocks 99% · Cash & short-term 1%
$20.55B90
VIP Index 500 Portfolio
XAOKX · Variable Insurance Products Fund II · 3 share classes
Stocks 100% · Cash & short-term 0%
$20.38B507
PIMCO International Bond Fund (U.S. Dollar-Hedged)
PFORX · PIMCO FUNDS · 8 share classes
Bonds 65% · Securitized 41%
$20.32B1.5K
American Funds 2060 Target Date Retirement Fund
AANTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$20.12B18
iShares S&P 100 ETF
OEF · iShares Trust
Stocks 100% · Cash & short-term 0%
$20.04B104
Fidelity Freedom 2025 Fund
FFTWX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$19.99B50
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
VYMI · VANGUARD WHITEHALL FUNDS · 2 share classes
Stocks 99% · Cash & short-term 1%
$19.99B1.6K
Invesco S&P 500 Momentum ETF
SPMO · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 0%
$19.89B102
Avantis International Small Cap Value ETF
AVDV · American Century ETF Trust
Stocks 99% · Cash & short-term 1%
$19.88B1.8K
Dimensional U.S. Equity Market ETF
DFUS · Dimensional ETF Trust
Stocks 100% · Cash & short-term 1%
$19.86B2.2K
T. Rowe Price Retirement 2045 Fund
TRRKX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$19.77B28
BlackRock Equity Dividend Fund
Stocks 99% · Cash & short-term 1%
$19.70B85
PIMCO Low Duration Income Fund
PFIIX · PIMCO FUNDS · 8 share classes
Securitized 88% · Cash & short-term 30%
$19.69B2.5K
Ultra Short Income Portfolio
MUIIX · MORGAN STANLEY INSTITUTIONAL FUND TRUST · 3 share classes
Cash & short-term 85% · Bonds 15%
$19.61B224
Fidelity Blue Chip Growth K6 Fund
FBCGX · Fidelity Securities Fund
Stocks 99% · Cash & short-term 2%
$19.58B375
Disciplined Value Fund
JVLAX · John Hancock Funds III · 8 share classes
Stocks 98% · Cash & short-term 2%
$19.57B80
iShares Russell 3000 ETF
IWV · iShares Trust
Stocks 100% · Cash & short-term 1%
$19.47B2.6K
Stock Index Fund
NOSIX · Northern Funds
Stocks 99% · Cash & short-term 1%
$19.39B507
Dimensional International Value ETF
DFIV · Dimensional ETF Trust
Stocks 91% · Other 9%
$19.32B581
Fidelity Series Long-Term Treasury Bond Index Fund
FTLTX · Fidelity Salem Street Trust
Bonds 98% · Cash & short-term 1%
$19.26B90
VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND
VCAIX · VANGUARD CALIFORNIA TAX-FREE FUNDS · 2 share classes
Bonds 99% · Securitized 1%
$19.22B5.2K
CAUSEWAY INTERNATIONAL VALUE FUND
CIVVX · CAUSEWAY CAPITAL MANAGEMENT TRUST · 2 share classes
Stocks 99% · Cash & short-term 1%
$19.22B77
VANGUARD HEALTH CARE INDEX FUND
VHT · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$18.99B406
U.S. SMALL CAP PORTFOLIO
DFSTX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 108% · Cash & short-term 10%
$18.94B2.1K
VANGUARD LONG-TERM TAX-EXEMPT FUND
VWLTX · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 95% · Cash & short-term 5%
$18.92B4.1K
Fidelity Global ex U.S. Index Fund
FSGGX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 2%
$18.82B2.1K
Nuveen Large Cap Growth Index Fund
TILIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$18.73B385
U.S. SMALL CAP VALUE PORTFOLIO
DFSVX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 104% · Cash & short-term 6%
$18.72B1.0K
JPMorgan Hedged Equity Fund
JHQAX · JPMorgan Trust I · 5 share classes
Stocks 98% · Cash & short-term 6%
$18.52B153
T. Rowe Price U.S. Equity Research Fund
PRCOX · T. Rowe Price U.S. Equity Research Fund, Inc. · 5 share classes
Stocks 100% · Cash & short-term 0%
$18.52B318
T. Rowe Price Retirement 2050 Fund
TRRMX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$18.51B26
iShares 3-7 Year Treasury Bond ETF
IEI · iShares Trust
Bonds 99% · Cash & short-term 0%
$18.49B84
VANGUARD GROWTH AND INCOME FUND
VQNPX · VANGUARD QUANTITATIVE FUNDS · 2 share classes
Stocks 93% · Cash & short-term 7%
$18.48B841
Columbia Contrarian Core Fund
LCCAX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Stocks 99% · Cash & short-term 1%
$18.48B79
Six Circles Global Bond Fund
SIX CIRCLES TRUST
Bonds 86% · Securitized 15%
$18.44B7.4K
THE DFA INTERNATIONAL VALUE SERIES
DFA INVESTMENT TRUST CO
Stocks 100% · Cash & short-term 2%
$18.42B509
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
SPMD · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 3%
$18.39B402
JNL/Mellon S&P 500 Index Fund
JNL Series Trust
Stocks 99% · Cash & short-term 4%
$18.33B507
THE HARTFORD DIVIDEND AND GROWTH FUND
IHGIX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 99% · Cash & short-term 0%
$18.29B74
Invesco American Franchise Fund
VAFAX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 6 share classes
Stocks 99% · Cash & short-term 1%
$18.26B44
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB · iShares Trust
Bonds 99% · Cash & short-term 11%
$18.22B3.0K
Pacer US Cash Cows 100 ETF
COWZ · Pacer Funds Trust
Stocks 100% · Cash & short-term 1%
$18.18B102
Six Circles Tax Aware Bond Fund
SIX CIRCLES TRUST
Bonds 95% · Securitized 2%
$18.10B5.1K
VANGUARD PRIMECAP CORE FUND
VPCCX · VANGUARD FENWAY FUNDS
Stocks 97% · Cash & short-term 3%
$18.07B183
BlackRock Total Return Fund
BlackRock Bond Fund, Inc.
Securitized 55% · Bonds 40%
$18.06B8.1K
Baron Partners Fund
BPTRX · BARON SELECT FUNDS · 3 share classes
Stocks 107% · Cash & short-term 0%
$18.05B31
Fidelity Series International Growth Fund
FIGSX · Fidelity Investment Trust
Stocks 96% · Cash & short-term 3%
$18.04B60
T. Rowe Price U.S. Large-Cap Core Fund, Inc.
TRULX · T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. · 4 share classes
Stocks 100% · Cash & short-term 0%
$18.01B79
Fidelity MSCI Information Technology Index ETF
FTEC · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$17.89B285
Fidelity Series Overseas Fund
FSOSX · Fidelity Investment Trust
Stocks 98% · Cash & short-term 1%
$17.84B81
Fidelity SAI Inflation-Protected Bond Index Fund
FSPWX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 0%
$17.84B49
VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND
VWSTX · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 98% · Cash & short-term 2%
$17.77B3.5K
MFS Research International Fund
MRSAX · MFS SERIES TRUST I · 9 share classes
Stocks 100% · Cash & short-term 2%
$17.76B121
Eaton Vance Strategic Income Fund
ETSIX · Eaton Vance Mutual Funds Trust · 4 share classes
Stocks 99%
$17.72B6
T. Rowe Price Equity Income Fund
PRFDX · T. ROWE PRICE EQUITY INCOME FUND, INC. · 5 share classes
Stocks 97% · Cash & short-term 0%
$17.67B118
Fidelity Series Blue Chip Growth Fund
FSBDX · Fidelity Securities Fund
Stocks 97% · Cash & short-term 3%
$17.66B372
Calamos Market Neutral Income Fund
CVSIX · CALAMOS INVESTMENT TRUST/IL · 4 share classes
Stocks 47% · Bonds 36%
$17.65B1.0K
iShares ESG Aware MSCI USA ETF
ESGU · iShares Trust
Stocks 100% · Cash & short-term 0%
$17.58B290
Fidelity Series International Value Fund
FINVX · Fidelity Investment Trust
Stocks 97% · Cash & short-term 2%
$17.56B107
Fidelity Series International Developed Markets Bond Index Fund
FSTQX · Fidelity School Street Trust
Bonds 97% · Derivatives 2%
$17.54B682
VANGUARD RUSSELL 2000 INDEX FUND
VTWO · VANGUARD SCOTTSDALE FUNDS · 2 share classes
Stocks 100% · Cash & short-term 2%
$17.53B2.0K
Fidelity ZERO Large Cap Index Fund
FNILX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 0%
$17.51B508
T. Rowe Price International Value Equity Fund
TRIGX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 5 share classes
Stocks 97% · Cash & short-term 3%
$17.51B144
T. Rowe Price New Income Fund, Inc.
PRCIX · T. ROWE PRICE NEW INCOME FUND, INC. · 5 share classes
Bonds 57% · Securitized 41%
$17.49B1.8K
Franklin Growth Fund
FKGRX · Franklin Custodian Funds · 5 share classes
Stocks 98% · Cash & short-term 3%
$17.43B85
AB Municipal Income Shares
MISHX · AB CORPORATE SHARES
Bonds 97% · Cash & short-term 3%
$17.40B2.3K
T. Rowe Price Retirement 2025 Fund
TRRHX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$17.39B32
iShares Broad USD Investment Grade Corporate Bond ETF
USIG · iShares Trust
Bonds 99% · Cash & short-term 9%
$17.38B11.5K
MFS Mid Cap Value Fund
MVCAX · MFS SERIES TRUST XI · 9 share classes
Stocks 100% · Cash & short-term 1%
$17.32B157
VANGUARD HIGH-YIELD TAX-EXEMPT FUND
VWAHX · VANGUARD MUNICIPAL BOND FUNDS · 2 share classes
Bonds 94% · Cash & short-term 5%
$17.31B3.4K
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
SPEM · SPDR INDEX SHARES FUNDS
Stocks 100% · Cash & short-term 2%
$17.31B3.0K
Invesco S&P 500 Quality ETF
SPHQ · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 1%
$17.27B102
BlackRock Global Allocation Fund, Inc.
Stocks 70% · Bonds 14%
$17.23B2.8K
First Eagle Overseas Fund
SGOVX · First Eagle Funds · 8 share classes
Stocks 85% · Real assets 9%
$17.19B156
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
VMBS · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Securitized 98% · Cash & short-term 5%
$17.05B5.1K
Strategic Advisers Emerging Markets Fund
FSAMX · Fidelity Rutland Square Trust II
Stocks 99% · Cash & short-term 2%
$17.03B960
Fidelity Freedom 2055 Fund
FDEEX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$17.03B49
Loomis Sayles Investment Grade Bond Fund
LIGRX · LOOMIS SAYLES FUNDS II · 6 share classes
Bonds 67% · Securitized 25%
$17.02B1.1K
WisdomTree Floating Rate Treasury Fund
USFR · WisdomTree Trust
Bonds 100% · Cash & short-term 0%
$16.99B5
iShares Russell Top 200 Growth ETF
IWY · iShares Trust
Stocks 100% · Cash & short-term 0%
$16.96B104
Direxion Daily Semiconductor Bull 3X Shares
SOXL · Direxion Shares ETF Trust
Stocks 57% · Derivatives 47%
$16.95B35
Avantis International Equity ETF
AVDE · American Century ETF Trust
Stocks 99% · Cash & short-term 1%
$16.94B3.3K
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
SPSM · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 6%
$16.92B610
VANGUARD TARGET RETIREMENT 2065 FUND
VLXVX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$16.89B7
iShares Flexible Income Active ETF
BlackRock ETF Trust II
Securitized 55% · Bonds 52%
$16.86B4.5K
American Funds Moderate Growth and Income Portfolio
BLPAX · AMERICAN FUNDS PORTFOLIO SERIES · 23 share classes
Stocks 100%
$16.86B13
JPMorgan Income Fund
JGIAX · JPMorgan Trust I · 4 share classes
Securitized 72% · Bonds 26%
$16.80B2.7K
WisdomTree U.S. Quality Dividend Growth Fund
DGRW · WisdomTree Trust
Stocks 100% · Cash & short-term 0%
$16.60B198
JPMorgan BetaBuilders Japan ETF
BBJP · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 0%
$16.59B182
Lord Abbett Ultra Short Bond Fund
LUBAX · LORD ABBETT INVESTMENT TRUST · 7 share classes
Bonds 55% · Securitized 30%
$16.55B643
Schwab U.S. TIPS ETF
SCHP · SCHWAB STRATEGIC TRUST
Bonds 100% · Cash & short-term 0%
$16.52B49
T. Rowe Price Science & Technology Fund, Inc.
PRSCX · T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC. · 3 share classes
Stocks 96% · Cash & short-term 5%
$16.47B159
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT · PIMCO ETF Trust
Bonds 68% · Securitized 28%
$16.43B1.0K
Loomis Sayles Growth Fund
LGRRX · LOOMIS SAYLES FUNDS II · 5 share classes
Stocks 99% · Cash & short-term 1%
$16.41B36
T. Rowe Price Mid-Cap Value Fund, Inc.
TRMCX · T. ROWE PRICE MID-CAP VALUE FUND, INC. · 5 share classes
Stocks 95% · Cash & short-term 5%
$16.40B130
State Street Equity 500 Index Fund
STFAX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 6 share classes
Stocks 100%
$16.38B1
PGIM Ultra Short Bond ETF
PULS · PGIM ETF Trust
Bonds 39% · Securitized 35%
$16.28B682
Fidelity Advisor International Capital Appreciation Fund
FCPAX · Fidelity Advisor Series VIII · 6 share classes
Stocks 100% · Cash & short-term 0%
$16.26B64
iShares iBoxx $ High Yield Corporate Bond ETF
HYG · iShares Trust
Bonds 97% · Cash & short-term 13%
$16.11B1.3K
Fidelity Advisor Strategic Income Fund
FSTAX · Fidelity Advisor Series II · 6 share classes
Bonds 50% · Stocks 34%
$15.99B928
Fidelity Series Value Discovery Fund
FNKLX · Fidelity Devonshire Trust
Stocks 99% · Cash & short-term 1%
$15.96B126
Dimensional International Core Equity Market ETF
DFAI · Dimensional ETF Trust
Stocks 96% · Other 4%
$15.87B3.8K
U.S. Targeted Value Portfolio
DFFVX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 103% · Cash & short-term 6%
$15.83B1.2K
INTERNATIONAL SMALL COMPANY PORTFOLIO
DFISX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 99% · Cash & short-term 1%
$15.79B7
Fidelity Freedom Index 2025 Fund
FQIFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$15.77B8
VANGUARD ULTRA-SHORT-TERM BOND FUND
VUSFX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 69% · Securitized 30%
$15.72B986
Fidelity Series Stock Selector Large Cap Value Fund
FBLEX · Fidelity Devonshire Trust
Stocks 98% · Cash & short-term 2%
$15.69B155
Fidelity SAI U.S. Large Cap Index Fund
FLCPX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 0%
$15.67B507
iShares Russell Mid-Cap Value ETF
IWS · iShares Trust
Stocks 100% · Cash & short-term 2%
$15.65B724
Fidelity Capital and Income Fund
FAGIX · Fidelity Summer Street Trust
Bonds 45% · Stocks 31%
$15.64B709
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
GSLC · Goldman Sachs ETF Trust
Stocks 100% · Cash & short-term 0%
$15.59B437
Schwab U.S. Large-Cap Value ETF
SCHV · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$15.54B558
BlackRock LifePath Index 2040 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 0%
$15.52B13
Victory Sycamore Established Value Fund
VETAX · Victory Portfolios · 6 share classes
Stocks 98% · Cash & short-term 0%
$15.44B78
iShares Russell 2000 Growth ETF
IWO · iShares Trust
Stocks 100% · Cash & short-term 15%
$15.43B1.1K
Fidelity Series Opportunistic Insights Fund
FVWSX · Fidelity Contrafund
Stocks 97% · Cash & short-term 4%
$15.39B462
JNL/T. Rowe Price Capital Appreciation Fund
JNL Series Trust
Stocks 63% · Bonds 24%
$15.30B171
iShares MSCI EAFE Growth ETF
EFG · iShares Trust
Stocks 98% · Other 1%
$15.18B388
Federated Hermes Total Return Bond Fund
FTRFX · Federated Hermes Total Return Series, Inc. · 6 share classes
Bonds 56% · Stocks 36%
$15.14B962
Partners Group Private Equity Fund, LLC
Other 54% · Stocks 34%
$15.11B1.1K
iShares 0-5 Year TIPS Bond ETF
STIP · iShares Trust
Bonds 96% · Cash & short-term 4%
$14.99B26
Victory 500 Index Fund
USSPX · Victory Portfolios III · 2 share classes
Stocks 100% · Cash & short-term 0%
$14.93B513
Fidelity Freedom Index 2060 Fund
FDKLX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$14.92B5
Fidelity Growth and Income Portfolio
FGRIX · Fidelity Securities Fund · 7 share classes
Stocks 95% · Cash & short-term 6%
$14.83B178
iShares TIPS Bond ETF
TIP · iShares Trust
Bonds 100% · Cash & short-term 0%
$14.75B49
Dodge & Cox Balanced Fund
DODBX · Dodge & Cox Funds · 2 share classes
Stocks 66% · Bonds 16%
$14.75B529
American High-Income Municipal Bond Fund
AMHIX · · 6 share classes
Bonds 98% · Loans 0%
$14.73B3.9K
T. Rowe Price New Horizons Fund, Inc.
PRNHX · T. ROWE PRICE NEW HORIZONS FUND, INC. · 3 share classes
Stocks 100% · Cash & short-term 3%
$14.72B429
Growth Fund
TWCGX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 100% · Cash & short-term 1%
$14.71B77
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO ETF Trust
Securitized 66% · Bonds 43%
$14.71B1.9K
T. Rowe Price All-Cap Opportunities Fund
PRWAX · T. Rowe Price All-Cap Opportunities Fund, Inc. · 4 share classes
Stocks 99% · Cash & short-term 1%
$14.63B96
VANGUARD LONG-TERM TREASURY INDEX FUND
VGLT · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 98% · Cash & short-term 1%
$14.60B98
Six Circles Managed Equity Portfolio International Unconstrained Fund
CMIUX · SIX CIRCLES TRUST
Stocks 99% · Derivatives 0%
$14.59B1.8K
Schwab U.S. Mid-Cap ETF
SCHM · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 1%
$14.58B498
iShares Russell 2000 Value ETF
IWN · iShares Trust
Stocks 100% · Cash & short-term 5%
$14.53B1.4K
iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB · iShares Trust
Bonds 98% · Cash & short-term 1%
$14.51B676
EQUITY INDEX PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 100% · Cash & short-term 0%
$14.48B515
Fidelity Diversified International Fund
FDIVX · Fidelity Investment Trust · 2 share classes
Stocks 97% · Cash & short-term 3%
$14.47B151
ProShares Ultra QQQ
QLD · ProShares Trust
Stocks 62% · Derivatives 24%
$14.46B113
Nomura Emerging Markets Fund
DEMAX · Delaware Group Global & International Funds · 5 share classes
Stocks 97% · Cash & short-term 2%
$14.45B111
The Hartford International Value Fund
HILAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 97% · Cash & short-term 2%
$14.45B245
iShares U.S. Aerospace & Defense ETF
ITA · iShares Trust
Stocks 100% · Cash & short-term 2%
$14.44B52
Fidelity Emerging Markets Index Fund
FPADX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 2%
$14.44B1.3K
Dimensional U.S. Marketwide Value ETF
DFUV · Dimensional ETF Trust
Stocks 100% · Cash & short-term 2%
$14.43B1.3K
American Funds 2020 Target Date Retirement Income Fund
AACTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$14.40B21
iShares MSCI EAFE Small-Cap ETF
SCZ · iShares Trust
Stocks 96% · Cash & short-term 4%
$14.39B2.1K
Fidelity SAI Canada Equity Index Fund
FSCJX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 1%
$14.38B87
Invesco Comstock Fund
ACSTX · AIM Sector Funds (Invesco Sector Funds) · 6 share classes
Stocks 95% · Cash & short-term 6%
$14.35B84
Strategic Advisers Municipal Bond Fund
FSMUX · Fidelity Rutland Square Trust II
Bonds 66% · Stocks 34%
$14.34B6.9K
DIMENSIONAL EMERGING MARKETS VALUE FUND
Stocks 101% · Cash & short-term 1%
$14.32B3.6K
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
DISVX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 102% · Cash & short-term 5%
$14.20B1.9K
U.S. LARGE COMPANY PORTFOLIO
DFUSX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 101% · Cash & short-term 1%
$14.09B510
PIMCO Short-Term Floating NAV Portfolio III
PIMCO FUNDS
Bonds 49% · Cash & short-term 48%
$14.08B432
Dimensional U.S. Small Cap ETF
DFAS · Dimensional ETF Trust
Stocks 100% · Cash & short-term 11%
$14.04B2.1K
DFA INTERNATIONAL VALUE PORTFOLIO
DFIVX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 100%
$14.04B1
EMERGING MARKETS VALUE PORTFOLIO
DFEVX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100%
$14.01B1
Schwab International Index Fund
SWISX · SCHWAB CAPITAL TRUST
Stocks 99% · Cash & short-term 1%
$13.99B694
iShares MSCI EAFE International Index Fund
BlackRock Index Funds, Inc.
Stocks 98% · Cash & short-term 1%
$13.95B684
T. Rowe Price International Stock Fund
PRITX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 5 share classes
Stocks 99% · Cash & short-term 2%
$13.89B122
Fidelity Advisor Floating Rate High Income Fund
FFRAX · Fidelity Advisor Series I · 6 share classes
Loans 90% · Bonds 4%
$13.88B584
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
VSS · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 3 share classes
Stocks 99% · Cash & short-term 7%
$13.88B4.8K
First Trust Nasdaq Cybersecurity ETF
CIBR · First Trust Exchange-Traded Fund II
Stocks 100% · Cash & short-term 2%
$13.84B44
Goldman Sachs High Yield Municipal Fund
GHYIX · Goldman Sachs Trust · 6 share classes
Bonds 98% · Cash & short-term 1%
$13.80B3.7K
JPMorgan Equity Index Fund
HLEIX · JPMorgan Trust II · 4 share classes
Stocks 99% · Cash & short-term 1%
$13.79B508
MFS Mid Cap Growth Fund
OTCAX · MFS Series Trust IV · 9 share classes
Stocks 99% · Cash & short-term 2%
$13.78B111
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund
FSTDX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 0%
$13.77B30
Dimensional U.S. Targeted Value ETF
DFAT · Dimensional ETF Trust
Stocks 100% · Cash & short-term 6%
$13.69B1.3K
Variable Portfolio - Moderate Portfolio
Columbia Funds Variable Series Trust II
Stocks 94% · Cash & short-term 5%
$13.66B43
Putnam Large Cap Growth Fund
POGAX · Putnam Investment Funds · 5 share classes
Stocks 99% · Other 1%
$13.65B49
Nuveen S&P 500 Index Fund
TISPX · TIAA-CREF Funds · 4 share classes
Stocks 99% · Cash & short-term 1%
$13.65B512
State Street Navigator Securities Lending Portfolio II
State Street Navigator Securities Lending Trust
Cash & short-term 97% · Bonds 2%
$13.65B121
State Street(R) Consumer Staples Select Sector SPDR(R) ETF
XLP · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 1%
$13.65B37
Dimensional International Core Equity 2 ETF
DFIC · Dimensional ETF Trust
Stocks 92% · Other 7%
$13.65B4.0K
PGIM Core Ultra Short Bond Fund
Prudential Investment Portfolios 2
Cash & short-term 95% · Bonds 5%
$13.64B202
Fidelity Intermediate Municipal Income Fund
FIMU · Fidelity School Street Trust · 7 share classes
Bonds 99% · Cash & short-term 1%
$13.63B3.1K
PIMCO Mortgage Opportunities and Bond Fund
PMZIX · PIMCO FUNDS · 6 share classes
Securitized 172% · Derivatives 3%
$13.61B3.5K
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
SPTM · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$13.58B1.5K
Fidelity Advisor Equity Growth Fund
EPGAX · Fidelity Advisor Series I · 5 share classes
Stocks 100% · Cash & short-term 1%
$13.57B159
iShares Core High Dividend ETF
HDV · iShares Trust
Stocks 100% · Cash & short-term 0%
$13.57B79
iShares Expanded Tech-Software Sector ETF
IGV · iShares Trust
Stocks 100% · Cash & short-term 6%
$13.54B111
Global X U.S. Infrastructure Development ETF
PAVE · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 0%
$13.54B101
BlackRock LifePath Index 2030 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 0%
$13.49B14
Allspring Special Mid Cap Value Fund
WFMDX · ALLSPRING FUNDS TRUST · 5 share classes
Stocks 98% · Cash & short-term 2%
$13.47B69
VANGUARD FINANCIALS INDEX FUND
VFH · VANGUARD WORLD FUND · 2 share classes
Stocks 96% · Cash & short-term 4%
$13.45B422
Global Opportunities Portfolio
Securitized 80% · Bonds 21%
$13.44B1.5K
LVIP State Street S&P 500 Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 99% · Cash & short-term 0%
$13.39B506
AST PGIM Aggressive Multi-Asset Portfolio
Advanced Series Trust
Stocks 89% · Bonds 9%
$13.39B3.0K
Schwab Intermediate-Term U.S. Treasury ETF
SCHR · SCHWAB STRATEGIC TRUST
Bonds 99% · Cash & short-term 0%
$13.38B102
iShares A.I. Innovation and Tech Active ETF
BlackRock ETF Trust
Stocks 99% · Cash & short-term 3%
$13.35B47
VANGUARD ESG U.S. STOCK ETF
ESGV · VANGUARD WORLD FUND
Stocks 100% · Cash & short-term 0%
$13.35B1.2K
Fidelity Large Cap Value Index Fund
FLCOX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 1%
$13.34B870
500 Index Trust
JAGMX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 99% · Cash & short-term 1%
$13.33B506
EQ/Equity 500 Index Portfolio
EQ Advisors Trust
Stocks 99% · Cash & short-term 0%
$13.31B508
T. Rowe Price Retirement 2020 Fund
TRRBX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 98% · Cash & short-term 1%
$13.31B32
Avantis U.S. Equity ETF
AVUS · American Century ETF Trust
Stocks 100% · Cash & short-term 0%
$13.31B1.9K
Baird Intermediate Bond Fund
BIMIX · Baird Funds Inc · 2 share classes
Bonds 86% · Securitized 11%
$13.26B887
JNL/American Funds Growth-Income Fund
JNL Series Trust
Stocks 100%
$13.24B1
JPMorgan Mid Cap Growth Fund
HLGEX · JPMorgan Trust II · 8 share classes
Stocks 99% · Cash & short-term 2%
$13.23B119
American Funds Inflation Linked Bond Fund
BFIAX · · 21 share classes
Bonds 95% · Securitized 2%
$13.19B298
Franklin California Tax-Free Income Fund
FKTFX · Franklin California Tax Free Income Fund · 5 share classes
Bonds 99% · Cash & short-term 1%
$13.15B1.1K
LargeCap S&P 500 Index Fund
PLFMX · Principal Funds, Inc · 5 share classes
Stocks 99% · Cash & short-term 0%
$13.13B507
NEOS Nasdaq-100(R) High Income ETF
QQQI · NEOS ETF Trust
Stocks 100% · Cash & short-term 0%
$13.11B105
iShares Preferred and Income Securities ETF
PFF · iShares Trust
Stocks 99% · Cash & short-term 1%
$13.10B457
PIMCO Investment Grade Credit Bond Fund
PIGIX · PIMCO FUNDS · 6 share classes
Bonds 99% · Securitized 21%
$13.08B2.1K
American Funds Mortgage Fund
MFAAX · · 21 share classes
Securitized 71% · Bonds 36%
$13.08B1.3K
iShares Core International Aggregate Bond ETF
IAGG · iShares Trust
Bonds 100% · Cash & short-term 0%
$13.07B7.9K
VANGUARD PACIFIC STOCK INDEX FUND
VPL · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 4 share classes
Stocks 99% · Cash & short-term 2%
$13.06B2.3K
Invesco Equity and Income Fund
ACEIX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 6 share classes
Stocks 65% · Bonds 29%
$13.04B366
Fidelity SAI Long-Term Treasury Bond Index Fund
FBLTX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 1%
$13.01B45
Dodge & Cox Global Stock Fund
DODWX · Dodge & Cox Funds · 2 share classes
Stocks 98% · Cash & short-term 1%
$13.01B102
Schwab Short-Term U.S. Treasury ETF
SCHO · SCHWAB STRATEGIC TRUST
Bonds 99% · Cash & short-term 0%
$12.95B97
Short-Term Bond Fund of America
ASBAX · · 21 share classes
Bonds 49% · Securitized 41%
$12.93B1.5K
JPMorgan Short Duration Bond Fund
HLLVX · JPMorgan Trust II · 4 share classes
Securitized 50% · Bonds 40%
$12.91B1.7K
College Retirement Equities Fund - Core Bond Account
QCBMRX · College Retirement Equities Fund · 4 share classes
Bonds 58% · Securitized 38%
$12.90B1.6K
iShares MSCI Intl Quality Factor ETF
IQLT · iShares Trust
Stocks 98% · Other 1%
$12.89B316
Avantis U.S. Large Cap Value ETF
AVLV · American Century ETF Trust
Stocks 100% · Cash & short-term 0%
$12.86B278
Fidelity SAI International Value Index Fund
FIWCX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 2%
$12.84B206
Nuveen High Yield Municipal Bond Fund
NHMAX · Nuveen Municipal Trust · 4 share classes
Bonds 126% · Cash & short-term 3%
$12.84B2.7K
Schwab Emerging Markets Equity ETF
SCHE · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 2%
$12.74B2.2K
DFA Investment Grade Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 97% · Stocks 2%
$12.71B929
Alpha Architect 1-3 Month Box ETF
BOXX · EA Series Trust
Derivatives 100%
$12.70B8
Nuveen Large Cap Value Index Fund
TILVX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$12.69B868
GMO Quality Fund
GQETX · GMO TRUST · 6 share classes
Stocks 100% · Cash & short-term 0%
$12.67B47
VANGUARD MEGA CAP VALUE INDEX FUND
MGV · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$12.66B128
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust · 5 share classes
Stocks 99% · Cash & short-term 1%
$12.66B121
BlackRock LifePath Index Retirement Fund
BlackRock Funds III
Stocks 100%
$12.61B12
Fidelity Freedom 2020 Fund
FFFDX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$12.57B48
Baird Short-Term Bond Fund
BSBIX · Baird Funds Inc · 2 share classes
Bonds 84% · Securitized 12%
$12.56B506
Fidelity International Discovery Fund
FIGRX · Fidelity Investment Trust · 7 share classes
Stocks 96% · Cash & short-term 4%
$12.56B147
Putnam Ultra Short Duration Income Fund
Putnam Funds Trust
Bonds 86% · Cash & short-term 8%
$12.49B556
VIP Growth Portfolio
QVG2Q · Variable Insurance Products Fund
Stocks 99% · Cash & short-term 0%
$12.48B145
FPA Crescent Fund
FPACX · Investment Managers Series Trust III · 3 share classes
Stocks 60% · Securitized 21%
$12.47B155
Fidelity Advisor Focused Emerging Markets Fund
FAMKX · Fidelity Advisor Series VIII · 5 share classes
Stocks 98% · Cash & short-term 2%
$12.47B62
JPMorgan Core Plus Bond ETF
JCPB · J.P. Morgan Exchange-Traded Fund Trust
Bonds 47% · Securitized 46%
$12.44B2.7K
Lazard Global Listed Infrastructure Portfolio
GLIFX · LAZARD FUNDS INC · 3 share classes
Stocks 90% · Cash & short-term 9%
$12.44B36
BlackRock LifePath Index 2050 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 1%
$12.43B12
Oakmark International Fund
OAKIX · HARRIS ASSOCIATES INVESTMENT TRUST · 4 share classes
Stocks 97% · Cash & short-term 3%
$12.42B62
T. Rowe Price Retirement 2055 Fund
TRRNX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$12.41B26
Washington Mutual Investors Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 97% · Cash & short-term 3%
$12.36B197
State Street Global All Cap Equity ex-U.S. Index Portfolio
SSGVX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Stocks 97% · Cash & short-term 4%
$12.34B5.6K
Harding Loevner International Equity Portfolio
HLMIX · HARDING LOEVNER FUNDS INC · 3 share classes
Stocks 97% · Cash & short-term 3%
$12.32B67
NYLI Winslow Large Cap Growth Fund
MLAAX · NEW YORK LIFE INVESTMENTS FUNDS · 10 share classes
Stocks 99% · Cash & short-term 1%
$12.29B54
Goldman Sachs Dynamic Municipal Income Fund
GSMTX · Goldman Sachs Trust · 7 share classes
Bonds 99% · Cash & short-term 1%
$12.28B4.8K
VANGUARD TAX-MANAGED BALANCED FUND
VTMFX · VANGUARD TAX-MANAGED FUNDS
Bonds 52% · Stocks 47%
$12.25B4.8K
Schwab Fundamental U.S. Large Company Index Fund
SFLNX · SCHWAB CAPITAL TRUST
Stocks 100% · Cash & short-term 1%
$12.24B738
Multi-Manager Total Return Bond Strategies Fund
CTRZX · COLUMBIA FUNDS SERIES TRUST I
Securitized 51% · Bonds 48%
$12.20B3.9K
VANGUARD STRATEGIC EQUITY FUND
VSEQX · VANGUARD HORIZON FUNDS
Stocks 99% · Cash & short-term 1%
$12.16B618
Alerian MLP ETF
AMLP · ALPS ETF TRUST
Stocks 108% · Cash & short-term 0%
$12.14B14
BNY Mellon Dynamic Value Fund
DAGVX · BNY Mellon Advantage Funds, Inc. · 4 share classes
Stocks 99% · Cash & short-term 0%
$12.12B85
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID · First Trust Exchange-Traded Fund II
Stocks 100% · Cash & short-term 1%
$12.08B123
BlackRock LifePath Index 2035 Fund
BlackRock Funds III
Stocks 100%
$12.07B11
iShares MSCI USA Value Factor ETF
VLUE · iShares Trust
Stocks 100% · Cash & short-term 1%
$12.05B152
T. Rowe Price Health Sciences Fund, Inc.
PRHSX · T. ROWE PRICE HEALTH SCIENCES FUND, INC. · 2 share classes
Stocks 99% · Cash & short-term 1%
$11.95B279
Tax-Managed U.S. Large Cap Fund
RETSX · RUSSELL INVESTMENT CO · 4 share classes
Stocks 99% · Cash & short-term 1%
$11.91B445
Capital Group Central Corporate Bond Fund
CCBFX · Capital Group Central Fund Series II
Bonds 90% · Cash & short-term 11%
$11.88B853
ACAP Strategic Fund
Stocks 57% · Derivatives 18%
$11.87B179
JPMorgan U.S. Research Enhanced Equity Fund
JDESX · JPMorgan Trust I · 3 share classes
Stocks 97% · Cash & short-term 3%
$11.83B171
VANGUARD ENERGY INDEX FUND
VDE · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$11.79B110
Fidelity Investment Grade Bond Fund
FBNDX · Fidelity Salem Street Trust · 6 share classes
Bonds 68% · Securitized 33%
$11.76B4.2K
Fidelity Inflation-Protected Bond Index Fund
FIPDX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 0%
$11.67B49
Nuveen Lifecycle Index 2040 Fund
TLZIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$11.67B9
iShares ESG Aware MSCI EAFE ETF
ESGD · iShares Trust
Stocks 98% · Other 1%
$11.66B377
VanEck Morningstar Wide Moat ETF
MOAT · VanEck ETF Trust
Stocks 100% · Cash & short-term 0%
$11.62B56
Schwab 5-10 Year Corporate Bond ETF
SCHI · SCHWAB STRATEGIC TRUST
Bonds 98% · Cash & short-term 1%
$11.60B2.3K
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
SPIB · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 4%
$11.57B5.2K
International Strategic Equities Portfolio
STESX · Bernstein Fund Inc · 3 share classes
Stocks 98% · Cash & short-term 2%
$11.55B118
Fidelity SAI Emerging Markets Value Index Fund
FEMVX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 2%
$11.55B219
Dimensional World ex. U.S. Core Equity 2 ETF
DFAX · Dimensional ETF Trust
Stocks 93% · Other 7%
$11.52B10.6K
First Trust RBA American Industrial Renaissance ETF
AIRR · First Trust Exchange-Traded Fund VI
Stocks 100% · Cash & short-term 0%
$11.49B53
HARTFORD CORE EQUITY FUND
HAIAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 99% · Cash & short-term 0%
$11.49B76
Fidelity Equity-Income Fund
FEQIX · Fidelity Devonshire Trust · 7 share classes
Stocks 97% · Cash & short-term 3%
$11.48B124
VANGUARD TAX-MANAGED SMALL-CAP FUND
VTMSX · VANGUARD TAX-MANAGED FUNDS · 2 share classes
Stocks 99% · Cash & short-term 0%
$11.48B604
BlackRock LifePath Index 2045 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 0%
$11.47B13
Dimensional US Core Equity Market ETF
DFAU · Dimensional ETF Trust
Stocks 100% · Cash & short-term 2%
$11.47B2.2K
Invesco MSCI USA ETF
PBUS · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 1%
$11.45B540
Fidelity Dividend Growth Fund
FDGFX · Fidelity Securities Fund · 7 share classes
Stocks 99% · Cash & short-term 3%
$11.42B128
Fidelity Series Large Cap Value Index Fund
FIOOX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 1%
$11.38B870
Artisan High Income Fund
ARTFX · Artisan Partners Funds Inc. · 3 share classes
Bonds 66% · Loans 27%
$11.38B282
iShares 10-20 Year Treasury Bond ETF
TLH · iShares Trust
Bonds 98% · Cash & short-term 1%
$11.37B67
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY · First Trust Exchange-Traded Fund VI
Stocks 100% · Cash & short-term 0%
$11.35B174
Dimensional US High Profitability ETF
DUHP · Dimensional ETF Trust
Stocks 100% · Cash & short-term 1%
$11.35B161
VANGUARD RUSSELL 1000 INDEX FUND
VONE · VANGUARD SCOTTSDALE FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$11.34B1.0K
State Street(R) SPDR(R) Portfolio High Yield Bond ETF
SPHY · SPDR SERIES TRUST
Bonds 98% · Cash & short-term 4%
$11.33B1.9K
VANGUARD INTERNATIONAL VALUE FUND
VTRIX · VANGUARD TRUSTEES' EQUITY FUND
Stocks 96% · Cash & short-term 4%
$11.33B193
PSF Stock Index Portfolio
Prudential Series Fund
Stocks 100% · Cash & short-term 3%
$11.32B508
Invesco Main Street Fund
AIM Equity Funds (Invesco Equity Funds)
Stocks 99% · Cash & short-term 1%
$11.31B70
THE HARTFORD BALANCED INCOME FUND
HBLAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Bonds 54% · Stocks 44%
$11.31B1.5K
AST Aggressive Asset Allocation Portfolio
Advanced Series Trust
Stocks 91% · Bonds 6%
$11.30B2.2K
iShares S&P Mid-Cap 400 Growth ETF
IJK · iShares Trust
Stocks 100% · Cash & short-term 6%
$11.30B247
Capital Group Global Growth Equity ETF
CGGO ·
Stocks 100% · Cash & short-term 1%
$11.29B108
Variable Portfolio - Managed Volatility Growth Fund
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
Stocks 83% · Cash & short-term 14%
$11.29B84
VOYA INTERMEDIATE BOND FUND
IIBOX · Voya Funds Trust · 6 share classes
Securitized 51% · Bonds 41%
$11.26B2.5K
iShares Short-Term National Muni Bond ETF
SUB · iShares Trust
Bonds 95% · Cash & short-term 5%
$11.26B2.9K
GLOBAL EQUITY PORTFOLIO
DGEIX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 100%
$11.25B6
Variable Portfolio - Managed Volatility Moderate Growth Fund
Columbia Funds Variable Series Trust II
Stocks 83% · Cash & short-term 15%
$11.25B238
FPA New Income Fund
FPNIX · Investment Managers Series Trust III · 2 share classes
Securitized 53% · Bonds 44%
$11.21B342
JNL/Mellon Nasdaq 100 Index Fund
JNL Series Trust
Stocks 100% · Cash & short-term 1%
$11.20B106
Janus Henderson Global Technology and Innovation Fund
JAGTX · Janus Investment Fund · 7 share classes
Stocks 100% · Cash & short-term 2%
$11.20B55
The Bond Fund of America
AMERICAN FUNDS INSURANCE SERIES
Bonds 65% · Securitized 30%
$11.19B2.0K
Victory Pioneer Fund
PIODX · Victory Portfolios IV · 5 share classes
Stocks 97% · Other 3%
$11.19B45
VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND
VSCGX · VANGUARD STAR FUNDS
Stocks 99% · Cash & short-term 1%
$11.18B7
JPMorgan Mid Cap Value Fund
JMVSX · J.P. Morgan Fleming Mutual Fund Group, Inc. · 9 share classes
Stocks 96% · Cash & short-term 4%
$11.17B105
Bridge Builder Small/Mid Cap Growth Fund
BBGSX · Bridge Builder Trust
Stocks 94% · Real assets 3%
$11.16B1.6K
iShares MSCI ACWI ex U.S. ETF
ACWX · iShares Trust
Stocks 98% · Other 2%
$11.13B1.8K
Putnam Focused Large Cap Value ETF
Putnam ETF Trust
Stocks 99% · Cash & short-term 1%
$11.08B46
ProShares S&P 500 Dividend Aristocrats ETF
NOBL · ProShares Trust
Stocks 100% · Cash & short-term 0%
$11.07B71
VANGUARD GNMA FUND
VFIIX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Securitized 98% · Cash & short-term 2%
$11.00B9.0K
Fidelity Stock Selector Fund
FDSSX · Fidelity Capital Trust · 7 share classes
Stocks 100% · Cash & short-term 0%
$10.95B2
Allspring Core Plus Bond Fund
STYAX · ALLSPRING FUNDS TRUST · 5 share classes
Bonds 52% · Securitized 42%
$10.95B901
JPMorgan Emerging Markets Equity Fund
JEMSX · JPMorgan Trust I · 9 share classes
Stocks 100% · Cash & short-term 2%
$10.94B94
Fidelity Asset Manager 50%
FASMX · Fidelity Charles Street Trust · 6 share classes
Stocks 97% · Cash & short-term 3%
$10.93B35
Fidelity Nasdaq Composite Index ETF
ONEQ · Fidelity Commonwealth Trust
Stocks 99% · Cash & short-term 3%
$10.92B1.0K
Global X Artificial Intelligence & Technology ETF
AIQ · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 1%
$10.85B86
Capital Group Core Equity ETF
CGUS ·
Stocks 100%
$10.84B66
Fidelity ZERO International Index Fund
FZILX · Fidelity Concord Street Trust
Stocks 98% · Cash & short-term 2%
$10.84B2.2K
VANGUARD MEGA CAP INDEX FUND
MGC · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$10.81B181
Nuveen Lifecycle Index 2035 Fund
TLYIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$10.80B9
iShares Global Infrastructure ETF
IGF · iShares Trust
Stocks 84% · Other 16%
$10.78B93
Nuveen Core Bond Fund
TIBDX · TIAA-CREF Funds · 6 share classes
Bonds 54% · Securitized 41%
$10.77B1.9K
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund
FSTZX · Fidelity Salem Street Trust
Bonds 98% · Cash & short-term 2%
$10.76B26
Fidelity Emerging Markets Fund
FEMKX · Fidelity Investment Trust · 7 share classes
Stocks 99% · Cash & short-term 2%
$10.76B94
Invesco Small Cap Value Fund
VSCAX · AIM Sector Funds (Invesco Sector Funds) · 3 share classes
Stocks 99% · Cash & short-term 6%
$10.75B106
iShares MSCI Taiwan ETF
EWT · iShares, Inc.
Stocks 100% · Cash & short-term 10%
$10.75B89
Invesco S&P 500 Top 50 ETF
XLG · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 0%
$10.74B52
State Street(R) SPDR(R) S&P(R) Biotech ETF
XBI · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 6%
$10.73B159
Global Growth Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 98% · Cash & short-term 2%
$10.72B169
JPMorgan BetaBuilders Canada ETF
BBCA · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 3%
$10.71B80
iShares Expanded Tech Sector ETF
IGM · iShares Trust
Stocks 100% · Cash & short-term 1%
$10.71B300
Fidelity Multi-Asset Index Fund
FFNOX · Fidelity Aberdeen Street Trust
Stocks 100%
$10.65B7
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
SPSB · SPDR SERIES TRUST
Bonds 96% · Cash & short-term 5%
$10.63B1.6K
Schwab U.S. Aggregate Bond ETF
SCHZ · SCHWAB STRATEGIC TRUST
Bonds 74% · Securitized 25%
$10.60B12.3K
Invesco Diversified Dividend Fund
LCEAX · AIM Equity Funds (Invesco Equity Funds) · 7 share classes
Stocks 96% · Cash & short-term 4%
$10.60B80
VANGUARD REAL ESTATE II INDEX FUND
VRTPX · VANGUARD FIXED INCOME SECURITIES FUNDS
Stocks 99% · Cash & short-term 1%
$10.59B149
Catalyst/Millburn Hedge Strategy Fund
MBXAX · MUTUAL FUND SERIES TRUST · 4 share classes
Stocks 50% · Bonds 39%
$10.59B184
JPMorgan International Research Enhanced Equity ETF
JIRE · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 3%
$10.59B219
T. Rowe Price Small-Cap Value Fund, Inc.
PRSVX · T. ROWE PRICE SMALL-CAP VALUE FUND, INC. · 4 share classes
Stocks 99% · Cash & short-term 2%
$10.58B416
VANGUARD UTILITIES INDEX FUND
VPU · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$10.58B71
BlackRock Multi-Asset Income Portfolio
BlackRock Funds II
Bonds 39% · Stocks 26%
$10.54B5.3K
ClearBridge Large Cap Growth Fund
SBLGX · Legg Mason Partners Investment Trust · 6 share classes
Stocks 100% · Cash & short-term 1%
$10.52B42
BBH Limited Duration Fund
BBBMX · BBH Trust · 2 share classes
Bonds 56% · Securitized 26%
$10.51B488
NYLI MacKay High Yield Corporate Bond Fund
MHCAX · NEW YORK LIFE INVESTMENTS FUNDS · 9 share classes
Bonds 88% · Loans 6%
$10.51B635
PIMCO Short-Term Floating NAV Portfolio II
PIMCO FUNDS
Cash & short-term 70% · Bonds 28%
$10.49B383
Empower S&P 500 Index Fund
MXVIX · EMPOWER FUNDS, INC. · 2 share classes
Stocks 98% · Bonds 1%
$10.49B508
Columbia Balanced Fund
CBLAX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Stocks 64% · Securitized 25%
$10.49B1.0K
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
SPTL · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 0%
$10.47B100
Bridge Builder Small/Mid Cap Value Fund
BBVSX · Bridge Builder Trust
Stocks 92% · Real assets 6%
$10.44B2.2K
PIMCO All Asset Fund
PAAIX · PIMCO FUNDS · 7 share classes
Stocks 100% · Cash & short-term 0%
$10.43B29
Core Fixed Income Fund
CMPIX · Principal Funds, Inc · 6 share classes
Bonds 73% · Securitized 25%
$10.41B478
NEOS S&P 500(R) High Income ETF
SPYI · NEOS ETF Trust
Stocks 100% · Cash & short-term 1%
$10.41B510
PIMCO Short-Term Fund
PTSHX · PIMCO FUNDS · 7 share classes
Bonds 55% · Securitized 44%
$10.37B1.3K
Performance Trust Total Return Bond Fund
PTIAX · Trust for Professional Managers · 3 share classes
Bonds 55% · Securitized 43%
$10.36B1.8K
MFS Emerging Markets Equity Fund
MEMAX · MFS SERIES TRUST X · 9 share classes
Stocks 100% · Other 0%
$10.35B99
Nuveen Lifecycle Index 2045 Fund
TLXIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$10.33B7
VANGUARD INTERNATIONAL CORE STOCK FUND
VZICX · VANGUARD HORIZON FUNDS · 2 share classes
Stocks 99% · Cash & short-term 4%
$10.31B92
Fidelity Enhanced International ETF
FENI · Fidelity Covington Trust
Stocks 98% · Cash & short-term 2%
$10.29B395
T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.
TRBFX · T. ROWE PRICE LIMITED-DURATION INFLATION FOCUSED BOND FUND, INC. · 3 share classes
Bonds 100% · Derivatives 0%
$10.24B49
T. Rowe Price Real Assets Fund, Inc.
PRAFX · T. ROWE PRICE REAL ASSETS FUND, INC. · 3 share classes
Stocks 97% · Cash & short-term 3%
$10.21B376
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
SPTI · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 0%
$10.18B107
iShares MSCI Brazil ETF
EWZ · iShares, Inc.
Stocks 95% · Other 4%
$10.17B50
Fidelity Large Cap Stock Fund
FLCSX · Fidelity Concord Street Trust · 6 share classes
Stocks 96% · Cash & short-term 5%
$10.16B186
PGIM AAA CLO ETF
PAAA · PGIM ETF Trust
Securitized 96% · Cash & short-term 8%
$10.15B330
VANGUARD LONG-TERM INVESTMENT-GRADE FUND
VWESX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 97% · Cash & short-term 2%
$10.13B1.3K
Thornburg Strategic Income Fund
TSIAX · THORNBURG INVESTMENT TRUST · 7 share classes
Bonds 57% · Securitized 37%
$10.09B1.2K
Dimensional Core Fixed Income ETF
DFCF · Dimensional ETF Trust
Bonds 96% · Securitized 25%
$10.06B1.7K
JPMorgan Active Growth ETF
JGRO · J.P. Morgan Exchange-Traded Fund Trust
Stocks 98% · Cash & short-term 3%
$9.99B130
Schwab U.S. REIT ETF
SCHH · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$9.98B119
Lord Abbett Short Duration High Yield Fund
LSYUX · LORD ABBETT TRUST I · 9 share classes
Bonds 92% · Cash & short-term 6%
$9.95B645
State Farm Growth Fund
STFGX · Advisers Investment Trust
Stocks 99% · Cash & short-term 0%
$9.93B282
Fidelity Series Canada Fund
FCNSX · Fidelity Investment Trust
Stocks 99% · Cash & short-term 8%
$9.92B70
Neuberger Large Cap Value Fund
NPRTX · NEUBERGER BERMAN EQUITY FUNDS · 9 share classes
Stocks 96% · Cash & short-term 4%
$9.90B79
SIIT CORE FIXED INCOME FUND
SCOAX · SEI INSTITUTIONAL INVESTMENTS TRUST
Bonds 90% · Securitized 13%
$9.88B3.1K
Capital World Bond Fund
CWBFX · · 21 share classes
Bonds 80% · Securitized 13%
$9.88B2.7K
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
PRDSX · T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. · 3 share classes
Stocks 100% · Cash & short-term 1%
$9.82B353
Allspring Municipal Bond Fund
WMFAX · ALLSPRING FUNDS TRUST · 5 share classes
Bonds 100% · Cash & short-term 0%
$9.78B1.8K
T. Rowe Price International Bond Fund (USD Hedged)
TNIBX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 4 share classes
Bonds 89% · Cash & short-term 8%
$9.75B706
Fidelity Value Fund
FDVLX · Fidelity Capital Trust · 2 share classes
Stocks 99% · Cash & short-term 3%
$9.70B210
MetLife Stock Index Portfolio
Brighthouse Funds Trust II
Stocks 99% · Cash & short-term 5%
$9.70B550
ClearBridge Appreciation Fund
SHAPX · Legg Mason Partners Investment Trust · 6 share classes
Stocks 97% · Cash & short-term 3%
$9.69B62
Fidelity Freedom 2060 Fund
FDKVX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$9.65B48
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
SPAB · SPDR SERIES TRUST
Bonds 73% · Securitized 25%
$9.63B8.3K
FT Vest Laddered Buffer ETF
BUFR · First Trust Exchange-Traded Fund VIII
Stocks 100% · Cash & short-term 0%
$9.62B13
American Funds Conservative Growth and Income Portfolio
INPAX · AMERICAN FUNDS PORTFOLIO SERIES · 23 share classes
Stocks 100%
$9.61B9
Schwab Fundamental Emerging Markets Equity ETF
FNDE · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 1%
$9.61B372
Nuveen Intermediate Duration Municipal Bond Fund
NMBAX · Nuveen Municipal Trust · 3 share classes
Bonds 99% · Securitized 0%
$9.59B2.1K
Cohen & Steers Real Estate Securities Fund
CSEIX · COHEN & STEERS REAL ESTATE SECURITIES FUND INC · 6 share classes
Stocks 99% · Cash & short-term 1%
$9.57B58
VIP Mid Cap Portfolio
XFBRX · Variable Insurance Products Fund III · 2 share classes
Stocks 100% · Cash & short-term 2%
$9.55B184
NYLI MacKay High Yield Muni Bond Fund
MMHVX · NEW YORK LIFE INVESTMENTS FUNDS TRUST · 5 share classes
Bonds 95% · Cash & short-term 3%
$9.55B1.4K
Invesco RAFI US 1000 ETF
PRF · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 4%
$9.53B1.0K
AST PGIM Fixed Income Central Portfolio
Advanced Series Trust
Bonds 57% · Securitized 42%
$9.51B2.7K
Federated Hermes Strategic Value Dividend Fund
SVAAX · Federated Hermes Equity Funds · 4 share classes
Stocks 99% · Cash & short-term 0%
$9.51B47
Nuveen Lifecycle Index 2030 Fund
TLHIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$9.51B9
Coatue Innovative Strategies Fund
Stocks 45% · Other 42%
$9.50B80
DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO
DFGBX · DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 99% · Stocks 0%
$9.48B284
iShares Global Tech ETF
IXN · iShares Trust
Stocks 100% · Cash & short-term 0%
$9.46B142
Nuveen Emerging Markets Equity Index Fund
TEQKX · TIAA-CREF Funds · 6 share classes
Stocks 99% · Cash & short-term 2%
$9.40B1.2K
NYLI MacKay Tax Free Bond Fund
MTBAX · NEW YORK LIFE INVESTMENTS FUNDS · 7 share classes
Bonds 97% · Cash & short-term 2%
$9.38B1.1K
Old Westbury Small & Mid Cap Strategies Fund
OWSMX · Old Westbury Funds Inc
Stocks 98% · Cash & short-term 1%
$9.37B2.3K
iShares MSCI Eurozone ETF
EZU · iShares, Inc.
Stocks 99% · Cash & short-term 1%
$9.37B229
Baird Ultra Short Bond Fund
BUBIX · Baird Funds Inc · 2 share classes
Bonds 71% · Securitized 21%
$9.36B381
Hartford Schroders International Stock Fund
SCVEX · HARTFORD MUTUAL FUNDS II, INC · 9 share classes
Stocks 98%
$9.36B50
VANGUARD 0-3 MONTH TREASURY BILL ETF
VBIL · VANGUARD INSTITUTIONAL INDEX FUNDS
Bonds 100% · Cash & short-term 0%
$9.35B27
JNL/WMC Balanced Fund
JNL Series Trust
Stocks 66% · Bonds 24%
$9.34B602
Templeton Growth Fund, Inc.
TEPLX · · 5 share classes
Stocks 98% · Cash & short-term 2%
$9.31B70
Guggenheim Macro Opportunities Fund
GIOAX · Guggenheim Funds Trust · 5 share classes
Securitized 43% · Bonds 36%
$9.31B1.2K
JPMorgan Strategic Income Opportunities Fund
JSOSX · JPMorgan Trust I · 5 share classes
Cash & short-term 47% · Bonds 47%
$9.30B544
SIIT WORLD EQUITY EX-US FUND
WEUSX · SEI INSTITUTIONAL INVESTMENTS TRUST
Stocks 93% · Bonds 3%
$9.30B1.5K
T. Rowe Price Small-Cap Stock Fund, Inc.
OTCFX · T. ROWE PRICE SMALL-CAP STOCK FUND, INC. · 4 share classes
Stocks 100% · Cash & short-term 0%
$9.29B326
iShares Floating Rate Bond ETF
FLOT · iShares Trust
Bonds 99% · Cash & short-term 2%
$9.28B531
Lazard Emerging Markets Equity Portfolio
LZOEX · LAZARD FUNDS INC · 3 share classes
Stocks 95% · Cash & short-term 4%
$9.24B88
MFS Massachusetts Investors Growth Stock Fund
MIGFX · · 9 share classes
Stocks 99% · Cash & short-term 1%
$9.23B55
VANGUARD CONSUMER STAPLES INDEX FUND
VDC · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$9.22B106
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND
VCLT · VANGUARD SCOTTSDALE FUNDS · 3 share classes
Bonds 98% · Cash & short-term 1%
$9.22B2.8K
Fidelity Flex 500 Index Fund
FDFIX · Fidelity Concord Street Trust
Stocks 100% · Bonds 0%
$9.20B507
JNL/American Funds Growth Fund
JNL Series Trust
Stocks 100%
$9.19B1
Fidelity High Dividend ETF
FDVV · Fidelity Covington Trust
Stocks 100% · Cash & short-term 3%
$9.18B99
Janus Henderson VIT Balanced Portfolio
JABLX · Janus Aspen Series
Stocks 65% · Securitized 18%
$9.15B739
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND
VIGI · VANGUARD WHITEHALL FUNDS · 2 share classes
Stocks 99% · Cash & short-term 0%
$9.15B358
Invesco Global Fund
AIM International Mutual Funds (Invesco International Mutual Funds)
Stocks 100% · Cash & short-term 3%
$9.11B66
JPMorgan Income ETF
JPIE · J.P. Morgan Exchange-Traded Fund Trust
Securitized 68% · Bonds 20%
$9.10B2.5K
Invesco S&P 500 Revenue ETF
RWL · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 2%
$9.09B504
iShares Biotechnology ETF
IBB · iShares Trust
Stocks 100% · Cash & short-term 12%
$9.09B252
ClearBridge Dividend Strategy Fund
SOPAX · Legg Mason Partners Investment Trust · 7 share classes
Stocks 101% · Cash & short-term 1%
$9.06B53
Undiscovered Managers Behavioral Value Fund
UBVLX · UNDISCOVERED MANAGERS FUNDS · 9 share classes
Stocks 100% · Cash & short-term 1%
$9.02B88
Franklin Mutual Global Discovery Fund
TEDIX · Franklin Mutual Series Funds · 5 share classes
Stocks 97% · Loans 1%
$9.02B70
Nuveen Lifecycle Index 2050 Fund
TLLIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$9.01B7
JPMorgan BetaBuilders Europe ETF
BBEU · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 5%
$8.98B376
Cohen & Steers Institutional Realty Shares
CSRIX · COHEN & STEERS INSTITUTIONAL REALTY SHARES INC
Stocks 99% · Cash & short-term 1%
$8.95B41
PIMCO ABS and Short-Term Investments Portfolio
PIMCO FUNDS
Securitized 125% · Cash & short-term 22%
$8.94B2.3K
VANGUARD ULTRA-SHORT BOND ETF
VUSB · VANGUARD BOND INDEX FUNDS
Bonds 72% · Securitized 27%
$8.94B1.3K
VIP Balanced Portfolio
QBA2Q · Variable Insurance Products Fund III
Stocks 99% · Cash & short-term 1%
$8.93B363
Fidelity Fund
FFIDX · Fidelity Hastings Street Trust · 2 share classes
Stocks 99% · Cash & short-term 2%
$8.93B90
Schwab Fundamental U.S. Small Company ETF
FNDA · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 1%
$8.92B932
Multimanager Lifestyle Growth Portfolio
JALGX · John Hancock Funds II · 9 share classes
Stocks 97% · Bonds 3%
$8.89B85
Fidelity SAI International Index Fund
FIONX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 2%
$8.89B699
Baillie Gifford Emerging Markets Equities Fund
BGEHX · Baillie Gifford Funds · 6 share classes
Stocks 99%
$8.87B85
Dimensional Emerging Core Equity Market ETF
DFAE · Dimensional ETF Trust
Stocks 94% · Other 7%
$8.86B6.3K
Victory Nasdaq-100 Index Fund
USNQX · Victory Portfolios III · 5 share classes
Stocks 99% · Other 1%
$8.85B106
JNL/T. Rowe Price Growth Stock Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$8.85B116
Fidelity Asset Manager 70%
FASGX · Fidelity Charles Street Trust · 6 share classes
Stocks 98% · Cash & short-term 2%
$8.83B32
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF · DBX ETF Trust
Stocks 97% · Cash & short-term 2%
$8.81B700
Nomura Science and Technology Fund
WSTRX · IVY FUNDS · 6 share classes
Stocks 97% · Cash & short-term 3%
$8.80B40
Eaton Vance Atlanta Capital SMID-Cap Fund
EAASX · Eaton Vance Growth Trust · 5 share classes
Stocks 98% · Cash & short-term 4%
$8.79B57
Fidelity SAI U.S. Treasury Bond Index Fund
FUTBX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 1%
$8.79B224
Invesco Developing Markets Fund
AIM Investment Funds (Invesco Investment Funds)
Stocks 99% · Cash & short-term 2%
$8.76B77
Fidelity Mid-Cap Stock Fund
FMCSX · Fidelity Concord Street Trust · 7 share classes
Stocks 97% · Cash & short-term 4%
$8.76B182
StepStone Private Venture and Growth Fund
StepStone Private Venture & Growth Fund
Other 68% · Stocks 25%
$8.75B393
THRIVENT MODERATE ALLOCATION PORTFOLIO
Thrivent Series Fund, Inc.
Other 50% · Stocks 26%
$8.74B1.3K
JPMorgan Income Builder Fund
JNBAX · JPMorgan Trust I · 4 share classes
Bonds 42% · Stocks 34%
$8.74B2.8K
iShares S&P Mid-Cap 400 Value ETF
IJJ · iShares Trust
Stocks 100% · Cash & short-term 3%
$8.73B303
iShares Core MSCI Europe ETF
IEUR · iShares Trust
Stocks 99% · Cash & short-term 1%
$8.72B1.0K
Invesco Rochester Municipal Opportunities Fund
ORNCX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 5 share classes
Bonds 111% · Stocks 1%
$8.72B1.5K
T. Rowe Price Global Technology Fund, Inc.
PRGTX · T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC. · 2 share classes
Stocks 97% · Cash & short-term 3%
$8.70B99
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO
Thrivent Series Fund, Inc.
Other 50% · Stocks 32%
$8.69B1.3K
BlackRock Advantage International Fund
BlackRock Funds
Stocks 99% · Cash & short-term 1%
$8.69B501
SA VCP Dynamic Allocation Portfolio
SUNAMERICA SERIES TRUST
Stocks 83% · Bonds 13%
$8.69B67
VANGUARD LONG-TERM BOND INDEX FUND
BLV · VANGUARD BOND INDEX FUNDS · 4 share classes
Bonds 99% · Cash & short-term 0%
$8.66B3.0K
Strategic Advisers Fidelity Short Duration Fund
FFPLX · Fidelity Rutland Square Trust II
Bonds 61% · Stocks 29%
$8.66B1.3K
Janus Henderson Growth and Income Fund
JAGIX · Janus Investment Fund · 8 share classes
Stocks 100% · Cash & short-term 0%
$8.66B71
BlackRock Technology Opportunities Fund
BGSIX · BlackRock Funds · 4 share classes
Stocks 100% · Cash & short-term 1%
$8.63B62
JPMorgan Value Advantage Fund
JVASX · JPMorgan Trust I · 9 share classes
Stocks 99% · Cash & short-term 1%
$8.61B120
PGIM Jennison Growth Fund
PJGRX · Prudential Investment Portfolios, Inc. · 7 share classes
Stocks 99% · Cash & short-term 3%
$8.61B49
JNL/Mellon Information Technology Sector Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$8.59B198
Dimensional Emerging Markets Core Equity 2 ETF
DFEM · Dimensional ETF Trust
Stocks 94% · Other 6%
$8.54B6.6K
BlackRock LifePath Index 2055 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 0%
$8.53B10
Brighthouse Asset Allocation 60 Portfolio
Brighthouse Funds Trust II
Stocks 100%
$8.53B39
VANGUARD STAR CORE-PLUS BOND FUND
VCPSX · VANGUARD STAR FUNDS
Bonds 60% · Securitized 35%
$8.52B3.1K
AST Multi-Sector Fixed Income Portfolio
Advanced Series Trust
Bonds 94% · Securitized 4%
$8.52B921
Blue Chip Fund
PBCKX · Principal Funds, Inc · 7 share classes
Stocks 100% · Cash & short-term 0%
$8.49B38
Victory Pioneer Multi-Asset Income Fund
PMACX · Victory Portfolios IV · 4 share classes
Stocks 46% · Bonds 30%
$8.48B593
iShares Global 100 ETF
IOO · iShares Trust
Stocks 100% · Cash & short-term 0%
$8.47B114
PSF PGIM Jennison Blend Portfolio
Prudential Series Fund
Stocks 99% · Cash & short-term 5%
$8.46B96
iShares International Select Dividend ETF
IDV · iShares Trust
Stocks 97% · Other 3%
$8.46B120
Fidelity Small Cap Growth Fund
FCPGX · Fidelity Securities Fund · 6 share classes
Stocks 100% · Cash & short-term 6%
$8.43B316
Invesco Value Opportunities Fund
VVOAX · AIM Sector Funds (Invesco Sector Funds) · 5 share classes
Stocks 96% · Cash & short-term 5%
$8.42B79
AQR Diversifying Strategies Fund
QDSRX · AQR Funds · 3 share classes
Other 98% · Cash & short-term 2%
$8.41B7
ProShares Ultra S&P500
SSO · ProShares Trust
Stocks 66% · Other 16%
$8.38B512
VANGUARD INDUSTRIALS INDEX FUND
VIS · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$8.36B384
EQ/Common Stock Index Portfolio
EQ Advisors Trust
Stocks 99% · Cash & short-term 1%
$8.36B1.5K
U.S. Sustainability Core 1 Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 2%
$8.33B1.8K
Global X NASDAQ 100 Covered Call ETF
QYLD · GLOBAL X FUNDS
Stocks 103%
$8.33B102
Bridge Builder Tax Managed Large Cap Fund
BBTLX · Bridge Builder Trust
Stocks 97% · Real assets 2%
$8.33B380
Capital Group Core Plus Income ETF
CGCP · Capital Group Fixed Income ETF Trust
Bonds 61% · Securitized 37%
$8.32B1.5K
Oakmark Select Fund
OAKLX · HARRIS ASSOCIATES INVESTMENT TRUST · 4 share classes
Stocks 95% · Cash & short-term 5%
$8.32B25
PIMCO Active Bond Exchange-Traded Fund
BOND · PIMCO ETF Trust
Securitized 60% · Bonds 42%
$8.31B1.7K
iShares U.S. Thematic Rotation Active ETF
BlackRock ETF Trust
Stocks 99% · Cash & short-term 1%
$8.27B244
College Retirement Equities Fund - Inflation-Linked Bond Account
QCILRX · College Retirement Equities Fund · 4 share classes
Bonds 94% · Securitized 5%
$8.27B192
VIP FundsManager 60% Portfolio
Variable Insurance Products Fund V
Stocks 96% · Cash & short-term 4%
$8.26B40
MFS Total Return Bond Fund
MRBFX · MFS Series Trust IX · 9 share classes
Bonds 62% · Securitized 37%
$8.26B1.1K
Neuberger Long Short Fund
NLSAX · NEUBERGER BERMAN ALTERNATIVE FUNDS · 3 share classes
Stocks 79% · Cash & short-term 5%
$8.25B208
iShares S&P Small-Cap 600 Growth ETF
IJT · iShares Trust
Stocks 99% · Cash & short-term 9%
$8.22B375
Schwab U.S. Aggregate Bond Index Fund
SWAGX · SCHWAB INVESTMENTS
Bonds 74% · Securitized 25%
$8.21B12.0K
MFS Income Fund
MFIOX · MFS Series Trust VIII · 5 share classes
Bonds 70% · Securitized 28%
$8.20B528
Fidelity Intermediate Treasury Bond Index Fund
FUAMX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 1%
$8.19B46
T. Rowe Price Global Stock Fund
PRGSX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 3 share classes
Stocks 100% · Cash & short-term 0%
$8.18B138
State Street(R) Materials Select Sector SPDR(R) ETF
XLB · SELECT SECTOR SPDR TRUST
Stocks 100% · Cash & short-term 0%
$8.17B28
T. Rowe Price Communications & Technology Fund
PRMTX · T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. · 2 share classes
Stocks 99% · Cash & short-term 4%
$8.16B104
Cohen & Steers Realty Shares
CSRSX · COHEN & STEERS REALTY SHARES INC · 7 share classes
Stocks 99% · Cash & short-term 1%
$8.16B41
Index 500 Stock Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC
Stocks 99%
$8.15B505
Fidelity International Growth Fund
FIGFX · Fidelity Investment Trust · 6 share classes
Stocks 97% · Cash & short-term 3%
$8.15B61
Equity Income Fund
PQIAX · Principal Funds, Inc · 6 share classes
Stocks 99% · Cash & short-term 1%
$8.14B61
Fidelity SAI U.S. Momentum Index Fund
FUMIX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 0%
$8.13B159
Brighthouse Asset Allocation 80 Portfolio
Brighthouse Funds Trust II
Stocks 100%
$8.11B40
EQ/500 Managed Volatility Portfolio
EQ Advisors Trust
Stocks 90% · Cash & short-term 3%
$8.11B508
iShares MSCI World ETF
URTH · iShares, Inc.
Stocks 99% · Cash & short-term 1%
$8.10B1.3K
State Street(R) Real Estate Select Sector SPDR(R) ETF
XLRE · SELECT SECTOR SPDR TRUST
Stocks 99% · Cash & short-term 0%
$8.10B33
PGIM Short-Term Corporate Bond Fund
PBSMX · Prudential Short-Term Corporate Bond Fund, Inc. · 7 share classes
Bonds 94% · Securitized 6%
$8.09B650
Nuveen Core Impact Bond Fund
TSBIX · TIAA-CREF Funds · 5 share classes
Bonds 66% · Securitized 32%
$8.09B1.1K
Fidelity Equity Dividend Income Fund
FEQTX · Fidelity Financial Trust · 7 share classes
Stocks 99% · Cash & short-term 4%
$8.09B131
Neuberger Strategic Income Fund
NSTLX · NEUBERGER BERMAN INCOME FUNDS · 5 share classes
Securitized 58% · Bonds 50%
$8.08B2.7K
JPMorgan Active Bond ETF
JBND · J.P. Morgan Exchange-Traded Fund Trust
Bonds 49% · Securitized 49%
$8.07B1.7K
Fidelity SAI U.S. Value Index Fund
FSWCX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 1%
$8.05B204
LARGE CAP INTERNATIONAL PORTFOLIO
DFALX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 104% · Cash & short-term 6%
$8.04B1.1K
First Trust Value Line Dividend Index Fund
FVD · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 0%
$8.04B251
THE EMERGING MARKETS SERIES
DFA INVESTMENT TRUST CO
Stocks 101% · Cash & short-term 2%
$8.03B2.2K
iShares S&P Small-Cap 600 Value ETF
IJS · iShares Trust
Stocks 98% · Cash & short-term 7%
$8.02B475
Invesco Aerospace & Defense ETF
PPA · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 7%
$8.01B63
BlackRock Systematic Multi-Strategy Fund
BlackRock Funds IV
Bonds 57% · Securitized 40%
$8.00B2.5K
Global X Defense Tech ETF
SHLD · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 1%
$7.99B50
EMERGING MARKETS PORTFOLIO
DFEMX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100%
$7.94B1
Loomis Sayles Core Plus Bond Fund
NEFRX · Natixis Funds Trust I · 5 share classes
Bonds 67% · Securitized 33%
$7.90B795
Fidelity Enhanced Large Cap Core ETF
FELC · Fidelity Covington Trust
Stocks 99% · Cash & short-term 1%
$7.88B257
MFS Research Fund
MFRFX · MFS Series Trust V · 9 share classes
Stocks 99% · Cash & short-term 1%
$7.88B99
AQR Long-Short Equity Fund
QLEIX · AQR Funds · 3 share classes
Stocks 8% · Cash & short-term 55%
$7.86B1.9K
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BBUS · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 1%
$7.84B497
Victory Pioneer Multi-Asset Ultrashort Income Fund
MYFRX · Victory Portfolios IV · 4 share classes
Securitized 52% · Bonds 34%
$7.83B1.2K
Invesco Discovery Fund
AIM Counselor Series Trust (Invesco Counselor Series Trust)
Stocks 96% · Cash & short-term 5%
$7.83B97
Global X Uranium ETF
URA · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 5%
$7.81B53
Cliffwater Enhanced Lending Fund
Stocks 77% · Loans 33%
$7.81B482
PGIM Short Duration Multi-Sector Bond Fund
SDMAX · Prudential Investment Portfolios, Inc. 17 · 4 share classes
Bonds 63% · Securitized 34%
$7.80B1.3K
PIMCO Real Return Fund
PRRIX · PIMCO FUNDS · 8 share classes
Bonds 89% · Securitized 27%
$7.80B885
JPMorgan Municipal ETF
JMUB · J.P. Morgan Exchange-Traded Fund Trust
Bonds 84% · Cash & short-term 18%
$7.76B2.0K
Fidelity Total Bond K6 Fund
FTKFX · Fidelity Income Fund
Bonds 65% · Securitized 31%
$7.76B4.5K
VictoryShares Free Cash Flow ETF
VFLO · Victory Portfolios II
Stocks 100% · Derivatives 0%
$7.76B51
Global Emerging Markets Fund
PEAPX · Principal Funds, Inc · 6 share classes
Stocks 100% · Cash & short-term 0%
$7.75B77
Fidelity Series Emerging Markets Fund
FHKFX · Fidelity Investment Trust
Stocks 96% · Cash & short-term 5%
$7.75B142
AST Large-Cap Growth Portfolio
Advanced Series Trust
Stocks 98% · Cash & short-term 4%
$7.74B171
Franklin Federal Tax-Free Income Fund
FKTIX · Franklin Federal Tax Free Income Fund · 5 share classes
Bonds 99% · Cash & short-term 1%
$7.74B979
American Funds Global Growth Portfolio
PGGAX · AMERICAN FUNDS PORTFOLIO SERIES · 23 share classes
Stocks 100%
$7.73B8
Fidelity Overseas Fund
FOSFX · Fidelity Investment Trust · 7 share classes
Stocks 98% · Cash & short-term 0%
$7.68B82
Franklin Utilities Fund
FKUTX · Franklin Custodian Funds · 6 share classes
Stocks 100% · Cash & short-term 0%
$7.65B43
First Trust Capital Strength ETF
FTCS · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 0%
$7.65B52
DFA Global Real Estate Securities Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 2%
$7.63B132
MFS International New Discovery Fund
MIDAX · MFS Series Trust V · 9 share classes
Stocks 97% · Cash & short-term 3%
$7.63B268
VANGUARD ENERGY FUND
VGENX · VANGUARD SPECIALIZED FUNDS · 2 share classes
Stocks 99% · Cash & short-term 1%
$7.62B42
Fidelity Capital Appreciation Fund
FDCAX · Fidelity Capital Trust · 2 share classes
Stocks 100% · Cash & short-term 3%
$7.62B166
Hartford Schroders Emerging Markets Equity Fund
SEMVX · HARTFORD MUTUAL FUNDS II, INC · 9 share classes
Stocks 99% · Cash & short-term 0%
$7.62B104
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL · Goldman Sachs ETF Trust
Bonds 100%
$7.60B43
EUPAC Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 96% · Cash & short-term 3%
$7.59B372
Permanent Portfolio
PRPFX · PERMANENT PORTFOLIO FAMILY OF FUNDS · 3 share classes
Stocks 49% · Bonds 39%
$7.59B196
VANGUARD GLOBAL EQUITY FUND
VHGEX · VANGUARD HORIZON FUNDS
Stocks 97% · Cash & short-term 4%
$7.59B189
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG · iShares Trust
Bonds 97% · Cash & short-term 14%
$7.56B1.2K
Lord Abbett Growth Leaders Fund
LGLAX · LORD ABBETT SECURITIES TRUST · 10 share classes
Stocks 96% · Cash & short-term 4%
$7.55B62
MFS Emerging Markets Debt Fund
MEDAX · MFS SERIES TRUST X · 9 share classes
Bonds 95% · Stocks 4%
$7.55B492
Janus Henderson Global Equity Income Fund
HFQAX · Janus Investment Fund · 7 share classes
Stocks 99% · Cash & short-term 2%
$7.55B80
Select Software and IT Services Portfolio
FSCSX · Fidelity Select Portfolios
Stocks 100% · Cash & short-term 1%
$7.53B59
Multimanager Lifestyle Balanced Portfolio
JALBX · John Hancock Funds II · 9 share classes
Stocks 95% · Bonds 5%
$7.52B85
PIMCO Dynamic Income Fund
PDI ·
Securitized 55% · Bonds 36%
$7.51B1.8K
Dimensional US Small Cap Value ETF
DFSV · Dimensional ETF Trust
Stocks 100% · Cash & short-term 8%
$7.51B1.0K
Davis New York Venture Fund
NYVTX · DAVIS NEW YORK VENTURE FUND INC · 5 share classes
Stocks 95% · Cash & short-term 5%
$7.50B47
FlexShares Morningstar Global Upstream Natural Resources Index Fund
GUNR · FlexShares Trust
Stocks 99% · Cash & short-term 2%
$7.49B186
U.S. MICRO CAP PORTFOLIO
DFSCX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 106% · Cash & short-term 8%
$7.47B1.7K
AFL CIO Housing Investment Trust
Securitized 87% · Bonds 9%
$7.46B845
JPMorgan U.S. Quality Factor ETF
JQUA · J.P. Morgan Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 0%
$7.46B292
MFS International Large Cap Value Fund
MKVHX · MFS Series Trust X · 8 share classes
Stocks 98% · Cash & short-term 2%
$7.41B97
Global X Copper Miners ETF
COPX · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 2%
$7.41B40
T. Rowe Price Capital Appreciation Equity ETF
TCAF · T. Rowe Price Exchange-Traded Funds, Inc.
Stocks 100% · Cash & short-term 0%
$7.40B92
Fidelity Enhanced Mid Cap Core ETF
FMDE · Fidelity Covington Trust
Stocks 99% · Cash & short-term 2%
$7.39B427
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
SPYD · SPDR SERIES TRUST
Stocks 99% · Cash & short-term 2%
$7.37B80
MFS Total Return Fund
MSFRX · MFS Series Trust V · 9 share classes
Stocks 59% · Bonds 22%
$7.37B972
Fidelity SAI International Low Volatility Index Fund
FSKLX · Fidelity Salem Street Trust
Stocks 98% · Cash & short-term 2%
$7.35B138
Neuberger Genesis Fund
NBGNX · NEUBERGER BERMAN EQUITY FUNDS · 6 share classes
Stocks 97% · Cash & short-term 3%
$7.35B104
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
JNK · SPDR SERIES TRUST
Bonds 98% · Cash & short-term 6%
$7.35B1.2K
iShares U.S. Intermediate Government Bond Index Fund
BlackRock Funds
Bonds 99% · Cash & short-term 8%
$7.34B215
DoubleLine Low Duration Bond Fund
DBLSX · DoubleLine Funds Trust · 4 share classes
Securitized 59% · Bonds 40%
$7.33B887
Gateway Fund
GATEX · Gateway Trust · 5 share classes
Stocks 99% · Cash & short-term 2%
$7.30B211
VANGUARD CORE BOND ETF
VCRB · VANGUARD MALVERN FUNDS
Bonds 62% · Securitized 35%
$7.29B3.5K
First Trust Morningstar Dividend Leaders Index Fund
FDL · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 0%
$7.29B101
iShares Ultra Short Duration Bond Active ETF
ICSH · iShares U.S. ETF Trust
Cash & short-term 49% · Bonds 41%
$7.28B368
Janus Henderson Multi-Sector Income Fund
JMUAX · Janus Investment Fund · 7 share classes
Securitized 70% · Bonds 32%
$7.28B1.0K
First Eagle High Yield Municipal Fund
FEHAX · First Eagle Funds · 8 share classes
Bonds 112% · Cash & short-term 6%
$7.27B1.7K
PIMCO High Yield Fund
PHIYX · PIMCO FUNDS · 8 share classes
Bonds 88% · Cash & short-term 8%
$7.27B866
AMG Yacktman Fund
YACKX · AMG Funds
Stocks 89% · Cash & short-term 8%
$7.27B62
TOTAL STOCK MARKET INDEX PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 100% · Cash & short-term 0%
$7.23B3
Schwab Small-Cap Index Fund
SWSSX · SCHWAB CAPITAL TRUST
Stocks 99% · Cash & short-term 1%
$7.23B1.9K
Global Macro Absolute Return Advantage Portfolio
Bonds 44% · Cash & short-term 30%
$7.21B855
Amplify CWP Enhanced Dividend Income ETF
DIVO · Amplify ETF Trust
Stocks 96% · Cash & short-term 4%
$7.19B32
VIP Equity-Income Portfolio
Variable Insurance Products Fund
Stocks 99% · Cash & short-term 2%
$7.19B118
MFS Municipal Income Fund
MFIAX · MFS Municipal Series Trust · 7 share classes
Bonds 96% · Cash & short-term 2%
$7.18B2.3K
T. Rowe Price Retirement 2060 Fund
TRRLX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 100% · Cash & short-term 0%
$7.17B26
Cohen & Steers Preferred Securities & Income Fund, Inc.
CPXAX · COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. · 6 share classes
Bonds 90% · Stocks 9%
$7.16B294
Stock Index Fund
VSTIX · VALIC Co I
Stocks 100% · Cash & short-term 0%
$7.16B508
Invesco Senior Loan ETF
BKLN · Invesco Exchange-Traded Fund Trust II
Loans 92% · Cash & short-term 9%
$7.16B166
VANGUARD INTERMEDIATE-TERM TREASURY FUND
VFITX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 87% · Securitized 12%
$7.14B282
Navigator Tactical Fixed Income Fund
NTBAX · Northern Lights Fund Trust · 3 share classes
Bonds 81% · Stocks 11%
$7.18B131
AB GLOBAL BOND FUND, INC.
ANAGX · · 6 share classes
Bonds 83% · Securitized 30%
$7.13B1.8K
Invesco Equally-Weighted S&P 500 Fund
VADCX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 5 share classes
Stocks 99% · Cash & short-term 5%
$7.12B509
JPMorgan Global Select Equity ETF
JGLO · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 1%
$7.11B87
ClearBridge International Growth Fund
LGGAX · Legg Mason Global Asset Management Trust · 6 share classes
Stocks 99% · Cash & short-term 1%
$7.11B67
Nuveen Core Equity Fund
TIGRX · TIAA-CREF Funds · 6 share classes
Stocks 100% · Cash & short-term 1%
$7.10B64
F/m US Treasury 3 Month Bill Fund
TBIL · RBB Fund, Inc. · 2 share classes
Bonds 100%
$7.10B2
JPMorgan Investor Growth Fund
ONIFX · JPMorgan Trust II · 4 share classes
Other 99% · Cash & short-term 1%
$7.09B24
iShares ESG Aware MSCI EM ETF
ESGE · iShares, Inc.
Stocks 97% · Other 2%
$7.08B310
WisdomTree Japan Hedged Equity Fund
DXJ · WisdomTree Trust
Stocks 97% · Cash & short-term 5%
$7.08B431
VanEck Junior Gold Miners ETF
GDXJ · VanEck ETF Trust
Stocks 100% · Cash & short-term 1%
$7.08B117
State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF
SPMB · SPDR SERIES TRUST
Securitized 98% · Cash & short-term 8%
$7.07B2.7K
Fidelity International Equity Central Fund
Fidelity Central Investment Portfolios LLC
Stocks 98% · Cash & short-term 2%
$7.02B286
iShares Currency Hedged MSCI EAFE ETF
HEFA · iShares Trust
Other 102% · Cash & short-term 0%
$7.01B16
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO
ITRAX · Voya Investors Trust · 5 share classes
Stocks 64% · Bonds 24%
$7.01B269
TAX-MANAGED GROWTH PORTFOLIO
Tax-Managed Growth Portfolio
Stocks 100% · Cash & short-term 0%
$7.00B111
Capital Group Core Balanced ETF
CGBL ·
Stocks 100%
$6.99B77
Fidelity Freedom Index 2020 Fund
FPIFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$6.99B9
Fidelity Mega Cap Stock Fund
FGRTX · Fidelity Hastings Street Trust · 6 share classes
Stocks 96% · Cash & short-term 4%
$6.98B116
Fidelity Asset Manager 85%
FAMRX · Fidelity Charles Street Trust · 6 share classes
Stocks 100% · Cash & short-term 1%
$6.97B35
Franklin Mutual Shares Fund
TESIX · Franklin Mutual Series Funds · 5 share classes
Stocks 97% · Loans 1%
$6.96B57
American Funds 2065 Target Date Retirement Fund
TDTTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$6.96B17
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
VCR · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 0%
$6.96B285
Fidelity Advisor Semiconductors Fund
FELAX · Fidelity Advisor Series VII · 5 share classes
Stocks 97% · Cash & short-term 5%
$6.95B68
DFA REAL ESTATE SECURITIES PORTFOLIO
DFREX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 103% · Cash & short-term 6%
$6.95B133
JPMorgan U.S. Value Fund
VGIIX · JPMorgan Trust I · 8 share classes
Stocks 99% · Cash & short-term 1%
$6.94B90
Nuveen Short Duration High Yield Municipal Bond Fund
NVHAX · Nuveen Municipal Trust · 3 share classes
Bonds 98% · Cash & short-term 2%
$6.93B2.8K
Fidelity Stock Selector Small Cap Fund
FDSCX · Fidelity Capital Trust · 6 share classes
Stocks 97% · Cash & short-term 5%
$6.92B229
JPMorgan Mortgage-Backed Securities ETF
JMTG · J.P. Morgan Exchange-Traded Fund Trust
Securitized 96% · Cash & short-term 4%
$6.92B2.6K
DoubleLine Core Fixed Income Fund
DBLFX · DoubleLine Funds Trust · 4 share classes
Securitized 45% · Bonds 42%
$6.92B1.7K
Invesco S&P 500 Low Volatility ETF
SPLV · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 3%
$6.91B106
EQ/Moderate-Plus Allocation Portfolio
EQ Advisors Trust
Other 100%
$6.87B36
Baird Core Intermediate Municipal Bond Fund
BMNIX · Baird Funds Inc · 2 share classes
Bonds 99% · Cash & short-term 0%
$6.85B4.1K
PIMCO Short Asset Portfolio
PIMCO FUNDS
Bonds 59% · Securitized 41%
$6.84B840
Goldman Sachs International Small Cap Insights Fund
GICIX · Goldman Sachs Trust · 6 share classes
Stocks 97% · Cash & short-term 3%
$6.84B488
Massachusetts Investors Trust
MITTX · MASSACHUSETTS INVESTORS TRUST · 9 share classes
Stocks 100%
$6.82B69
Invesco S&P MidCap Momentum ETF
XMMO · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 8%
$6.80B79
Columbia Overseas Value Fund
COAVX · COLUMBIA FUNDS SERIES TRUST · 7 share classes
Stocks 97% · Cash & short-term 2%
$6.80B104
Equity Index Portfolio
PACIFIC SELECT FUND
Stocks 99% · Cash & short-term 0%
$6.78B508
PRIMECAP Odyssey Aggressive Growth Fund
POAGX · PRIMECAP Odyssey Funds
Stocks 99% · Cash & short-term 1%
$6.78B180
Amana Growth Fund
AMAGX · Amana Mutual Funds Trust · 2 share classes
Stocks 96%
$6.77B31
MFS Growth Allocation Fund
MAGWX · MFS SERIES TRUST X · 9 share classes
Stocks 100%
$6.76B22
iShares MSCI India ETF
INDA · iShares Trust
Stocks 100% · Cash & short-term 3%
$6.76B171
AMG Pantheon Master Fund, LLC
Other 95% · Cash & short-term 6%
$6.76B460
Fidelity Growth Discovery Fund
FDSVX · Fidelity Hastings Street Trust · 2 share classes
Stocks 99% · Cash & short-term 1%
$6.75B145
VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND
VISTX · VANGUARD MALVERN FUNDS
Bonds 50% · Securitized 49%
$6.74B1.0K
Real Estate Securities Fund
PRERX · Principal Funds, Inc · 7 share classes
Stocks 100% · Cash & short-term 0%
$6.74B43
International Equity Index Fund
NOINX · Northern Funds
Stocks 98% · Derivatives 2%
$6.73B686
LORD ABBETT AFFILIATED FUND INC
LAFFX · · 11 share classes
Stocks 98% · Cash & short-term 2%
$6.73B67
Artisan International Fund
APHIX · Artisan Partners Funds Inc. · 3 share classes
Stocks 97% · Cash & short-term 3%
$6.72B85
Invesco Discovery Mid Cap Growth Fund
AIM Investment Funds (Invesco Investment Funds)
Stocks 96% · Cash & short-term 7%
$6.72B78
American Funds Emerging Markets Bond Fund
CBNAX · · 21 share classes
Bonds 91% · Cash & short-term 7%
$6.71B1.0K
JPMorgan Short Duration Core Plus Fund
JSDHX · JPMorgan Trust I · 4 share classes
Securitized 49% · Bonds 49%
$6.71B1.3K
iShares Treasury Floating Rate Bond ETF
TFLO · iShares Trust
Bonds 100% · Cash & short-term 0%
$6.70B9
Ironwood Institutional Multi-Strategy Fund LLC
Other 101%
$6.69B42
JPMorgan Active Value ETF
JAVA · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 1%
$6.69B161
VANGUARD S&P 500 VALUE INDEX FUND
VOOV · VANGUARD ADMIRAL FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$6.67B456
Putnam Sustainable Leaders Fund
PNOPX · · 5 share classes
Stocks 97% · Other 3%
$6.66B76
International Equity Fund
PRPPX · Principal Funds, Inc · 4 share classes
Stocks 100% · Cash & short-term 0%
$6.66B55
Hood River Small-Cap Growth Fund
HRSMX · Manager Directed Portfolios · 3 share classes
Stocks 97% · Cash & short-term 26%
$6.65B112
Disciplined Value International Fund
JDIBX · John Hancock Investment Trust · 7 share classes
Stocks 96% · Cash & short-term 6%
$6.65B91
EQUITY INDEX FUND
GEQYX · GuideStone Funds · 2 share classes
Stocks 98% · Cash & short-term 2%
$6.65B483
VANGUARD ESG INTERNATIONAL STOCK ETF
VSGX · VANGUARD WORLD FUND
Stocks 99% · Cash & short-term 1%
$6.65B6.6K
T. Rowe Price Emerging Markets Stock Fund
PRMSX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 3 share classes
Stocks 97% · Cash & short-term 2%
$6.65B83
T. Rowe Price International Discovery Fund
PRIDX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 3 share classes
Stocks 99% · Cash & short-term 4%
$6.63B241
THE HARTFORD GROWTH OPPORTUNITIES FUND
HGOAX · HARTFORD MUTUAL FUNDS II, INC · 9 share classes
Stocks 99% · Cash & short-term 0%
$6.62B52
Janus Henderson Mortgage-Backed Securities ETF
JMBS · Janus Detroit Street Trust
Securitized 134% · Cash & short-term 2%
$6.62B648
THE CONTINENTAL SMALL COMPANY SERIES
DFA INVESTMENT TRUST CO
Stocks 107% · Cash & short-term 11%
$6.62B1.2K
Balanced Fund
SVBAX · John Hancock Investment Trust · 7 share classes
Stocks 60% · Bonds 22%
$6.62B1.1K
VANGUARD SELECTED VALUE FUND
VASVX · VANGUARD WHITEHALL FUNDS
Stocks 97% · Cash & short-term 4%
$6.60B126
VANGUARD COMMUNICATION SERVICES INDEX FUND
VOX · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 1%
$6.59B117
Dimensional Short-Duration Fixed Income ETF
DFSD · Dimensional ETF Trust
Bonds 99% · Cash & short-term 2%
$6.58B1.6K
Invesco High Yield Municipal Fund
ACTHX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 5 share classes
Bonds 107% · Stocks 1%
$6.58B1.2K
Tax-Exempt Bond Fund
RLVSX · RUSSELL INVESTMENT CO · 4 share classes
Bonds 99% · Derivatives 0%
$6.57B3.4K
RBC Emerging Markets Equity Fund
REEAX · RBC Funds Trust · 3 share classes
Stocks 99% · Cash & short-term 1%
$6.55B50
JPMorgan High Yield Fund
OHYFX · JPMorgan Trust II · 8 share classes
Bonds 87% · Loans 8%
$6.54B814
Nuveen Lifecycle 2040 Fund
TCLOX · TIAA-CREF Funds · 4 share classes
Stocks 100%
$6.54B23
AMG Pantheon Fund, LLC
Other 103%
$6.53B1
Nuveen Dividend Growth Fund
NUDG · Nuveen Investment Trust II · 5 share classes
Stocks 99% · Cash & short-term 1%
$6.51B44
American Funds Tax-Aware Conservative Growth and Income Portfolio
TAIAX · AMERICAN FUNDS PORTFOLIO SERIES · 6 share classes
Stocks 100% · Cash & short-term 0%
$6.49B18
Calvert U.S. Large Cap Core Responsible Index Fund
CSXAX · Calvert Responsible Index Series, Inc. · 4 share classes
Stocks 100% · Cash & short-term 0%
$6.49B764
MFS Core Equity Fund
MRGAX · MFS SERIES TRUST I · 9 share classes
Stocks 100% · Cash & short-term 1%
$6.49B172
ARK Innovation ETF
ARKK · ARK ETF Trust
Stocks 100% · Cash & short-term 0%
$6.48B46
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND
VWOB · VANGUARD WHITEHALL FUNDS · 3 share classes
Bonds 98% · Cash & short-term 1%
$6.48B918
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
XAR · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 3%
$6.47B49
NYLIM VP S&P 500 Index Portfolio
NYLIM VP FUNDS TRUST
Stocks 99% · Cash & short-term 1%
$6.47B510
Hamilton Lane Private Assets Fund
Other 91% · Cash & short-term 11%
$6.46B330
LVIP Franklin Templeton Core Bond Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Bonds 59% · Securitized 52%
$6.46B1.8K
Equity Income Fund
TWEIX · American Century Capital Portfolios, Inc. · 9 share classes
Stocks 90% · Bonds 9%
$6.45B126
Nuveen Large Cap Responsible Equity Fund
TISCX · TIAA-CREF Funds · 5 share classes
Stocks 99% · Cash & short-term 1%
$6.45B143
MFS Moderate Allocation Fund
MAMAX · MFS SERIES TRUST X · 9 share classes
Stocks 100%
$6.45B23
NVIT S&P 500 Index Fund
Nationwide Variable Insurance Trust
Stocks 99% · Cash & short-term 0%
$6.45B511
Lord Abbett Income Fund
LAUYX · LORD ABBETT INVESTMENT TRUST · 10 share classes
Bonds 76% · Loans 15%
$6.43B508
Columbia Cornerstone Growth Fund
LEGAX · COLUMBIA FUNDS SERIES TRUST I · 8 share classes
Stocks 99% · Cash & short-term 1%
$6.43B48
Bridge Builder Municipal High-Income Bond Fund
BBMHX · Bridge Builder Trust
Bonds 93% · Securitized 4%
$6.43B3.6K
High Yield Fund
CPHYX · Principal Funds, Inc · 4 share classes
Bonds 91% · Loans 5%
$6.43B448
Schwab Mortgage-Backed Securities ETF
SMBS · SCHWAB STRATEGIC TRUST
Securitized 98% · Cash & short-term 2%
$6.42B4.2K
Nuveen Large Cap Value Fund
TRLIX · TIAA-CREF Funds · 6 share classes
Stocks 100% · Cash & short-term 0%
$6.41B77
Akre Focus ETF
AKRE · Professionally Managed Portfolios
Stocks 92% · Cash & short-term 8%
$6.41B19
First Trust Enhanced Short Maturity ETF
FTSM · First Trust Exchange-Traded Fund IV
Bonds 58% · Securitized 28%
$6.40B660
Select Fund
TWCIX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 100% · Cash & short-term 0%
$6.39B57
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
BBAX · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 1%
$6.39B104
Portfolio Optimization Moderate Portfolio
PACIFIC SELECT FUND
Stocks 100%
$6.39B35
NVIT American Funds Asset Allocation Fund
Nationwide Variable Insurance Trust
Other 100%
$6.39B1
International Growth Fund
GOIGX · John Hancock Funds III · 8 share classes
Stocks 98% · Cash & short-term 2%
$6.38B64
Nuveen Large Cap Growth Fund
TIRTX · TIAA-CREF Funds · 6 share classes
Stocks 100% · Cash & short-term 0%
$6.37B47
Federated Hermes MDT Mid Cap Growth Fund
FGSAX · Federated Hermes Equity Funds · 4 share classes
Stocks 98% · Cash & short-term 2%
$6.37B125
First Trust Preferred Securities and Income ETF
FPE · First Trust Exchange-Traded Fund III
Bonds 71% · Stocks 28%
$6.37B259
PIMCO High Yield Municipal Bond Fund
PYMAX · PIMCO FUNDS · 5 share classes
Bonds 86% · Loans 9%
$6.36B984
JPMorgan Ultra-Short Municipal Income ETF
JMST · J.P. Morgan Exchange-Traded Fund Trust
Bonds 72% · Cash & short-term 31%
$6.36B1.9K
Victory Pioneer Fundamental Growth Fund
PFGRX · Victory Portfolios IV · 5 share classes
Stocks 95% · Other 5%
$6.36B35
Fidelity Advisor Capital Development Fund
FDETX · Fidelity Destiny Portfolios · 5 share classes
Stocks 98% · Cash & short-term 3%
$6.36B176
iShares MSCI China ETF
MCHI · iShares Trust
Stocks 96% · Other 4%
$6.35B584
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC · Invesco Actively Managed Exchange-Traded Commodity Fund Trust
Cash & short-term 93% · Derivatives 5%
$6.34B38
T. Rowe Price High Yield Fund, Inc.
PRHYX · T. ROWE PRICE HIGH YIELD FUND, INC. · 4 share classes
Bonds 92% · Cash & short-term 5%
$6.34B437
Invesco Discovery Large Cap Fund
AIM Counselor Series Trust (Invesco Counselor Series Trust)
Stocks 99% · Cash & short-term 1%
$6.34B55
JPMorgan BetaBuilders International Equity ETF
BBIN · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 2%
$6.33B665
Fidelity Asset Manager 20%
FASIX · Fidelity Charles Street Trust · 6 share classes
Stocks 80% · Cash & short-term 19%
$6.32B32
Capital Group Municipal Income ETF
CGMU · Capital Group Fixed Income ETF Trust
Bonds 99% · Securitized 1%
$6.31B2.3K
AST Investment Grade Bond Portfolio
Advanced Series Trust
Bonds 52% · Stocks 26%
$6.31B454
Fidelity SAI Inflation-Focused Fund
FIFGX · Fidelity Oxford Street Trust
Cash & short-term 89% · Derivatives 15%
$6.30B58
Fundamental Large Cap Core Fund
TAGRX · John Hancock Investment Trust · 8 share classes
Stocks 98% · Bonds 1%
$6.30B48
Portfolio Optimization Growth Portfolio
PACIFIC SELECT FUND
Stocks 100%
$6.28B35
Variable Portfolio - Moderately Aggressive Portfolio
Columbia Funds Variable Series Trust II
Stocks 94% · Cash & short-term 5%
$6.26B43
Defiance Quantum ETF
QTUM · ETF Series Solutions
Stocks 99% · Cash & short-term 14%
$6.26B87
Fidelity Conservative Income Bond Fund
FCNVX · Fidelity Salem Street Trust · 4 share classes
Bonds 72% · Securitized 16%
$6.26B291
StepStone Private Markets
Other 97% · Stocks 4%
$6.26B583
Goldman Sachs International Equity Insights Fund
GCIIX · Goldman Sachs Trust · 8 share classes
Stocks 97% · Cash & short-term 2%
$6.26B382
T. Rowe Price Emerging Markets Bond Fund
PREMX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 4 share classes
Bonds 97% · Cash & short-term 1%
$6.25B476
JPMorgan Mid Cap Equity Fund
VSNGX · JPMorgan Trust I · 6 share classes
Stocks 97% · Cash & short-term 3%
$6.24B208
Transamerica WMC US Growth VP
TRANSAMERICA SERIES TRUST
Stocks 100%
$6.24B68
Nomura Large Cap Growth Fund
WLGRX · IVY FUNDS · 6 share classes
Stocks 100%
$6.23B35
Capital Group International Focus Equity ETF
CGXU ·
Stocks 100%
$6.22B73
Fidelity Blue Chip Growth ETF
FBCG · Fidelity Covington Trust
Stocks 100%
$6.21B214
State Street Aggregate Bond Index Portfolio
SSAFX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Bonds 73% · Securitized 25%
$6.20B6.8K
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF
CWB · SPDR SERIES TRUST
Bonds 86% · Stocks 14%
$6.20B344
Goldman Sachs Absolute Return Tracker Fund
GARTX · GOLDMAN SACHS TRUST · 7 share classes
Stocks 90% · Cash & short-term 4%
$6.19B3.1K
LargeCap Growth Fund I
PPUMX · Principal Funds, Inc · 6 share classes
Stocks 98% · Cash & short-term 2%
$6.19B420
Thornburg Limited Term Income Fund
THIFX · THORNBURG INVESTMENT TRUST · 8 share classes
Securitized 49% · Bonds 44%
$6.19B818
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
FTXNX · Capitol Series Trust · 5 share classes
Stocks 98% · Cash & short-term 6%
$6.18B77
First Trust Low Duration Opportunities ETF
LMBS · First Trust Exchange-Traded Fund IV
Securitized 83% · Bonds 22%
$6.16B1.2K
T. Rowe Price Spectrum Income Fund
RPSIX · T. ROWE PRICE SPECTRUM FUND, INC. · 2 share classes
Stocks 92% · Securitized 7%
$6.16B430
WisdomTree U.S. LargeCap Dividend Fund
DLN · WisdomTree Trust
Stocks 100% · Cash & short-term 0%
$6.14B312
T. Rowe Price Emerging Markets Discovery Stock Fund
PRIJX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 4 share classes
Stocks 96% · Cash & short-term 4%
$6.14B70
THE HARTFORD CAPITAL APPRECIATION FUND
ITHAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 97% · Cash & short-term 1%
$6.13B145
Putnam Core Equity Fund
Putnam Funds Trust
Stocks 97% · Other 2%
$6.13B145
VANGUARD RUSSELL 3000 INDEX FUND
VTHR · VANGUARD SCOTTSDALE FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$6.12B2.9K
ALGER FOCUS EQUITY FUND
ALGRX · ALGER INSTITUTIONAL FUNDS · 5 share classes
Stocks 99% · Cash & short-term 1%
$6.11B54
U.S. High Relative Profitability Portfolio
DURPX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100% · Cash & short-term 2%
$6.10B149
VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND
VCITX · VANGUARD CALIFORNIA TAX-FREE FUNDS · 2 share classes
Bonds 99% · Securitized 1%
$6.09B1.5K
iShares Convertible Bond ETF
ICVT · iShares Trust
Bonds 98% · Cash & short-term 1%
$6.08B360
DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO
DFIGX · DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 98% · Cash & short-term 0%
$6.07B122
iShares China Large-Cap ETF
FXI · iShares Trust
Stocks 100% · Cash & short-term 2%
$6.07B55
Nuveen Preferred Securities and Income Fund
NPSAX · Nuveen Investment Trust V · 4 share classes
Bonds 90% · Stocks 10%
$6.06B223
Blue Chip Growth Fund
JHBCDX · John Hancock Funds II · 4 share classes
Stocks 99% · Cash & short-term 0%
$6.04B64
Limited Term Tax Exempt Bond Fund of America
LTEBX · · 6 share classes
Bonds 100%
$6.04B2.0K
Goldman Sachs Tax-Advantaged Global Equity Portfolio
TIGGX · Goldman Sachs Trust · 4 share classes
Stocks 92% · Cash & short-term 7%
$6.02B45
Nuveen Lifecycle Index 2055 Fund
TTIRX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$5.98B6
Columbia Strategic Income Fund
COSIX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Securitized 48% · Bonds 46%
$5.98B1.3K
VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND
VNYTX · VANGUARD NEW YORK TAX-FREE FUNDS · 2 share classes
Bonds 99% · Derivatives 0%
$5.98B1.7K
Master Small Cap Index Series
Quantitative Master Series LLC
Stocks 99% · Cash & short-term 10%
$5.98B2.1K
EQ/Aggressive Growth Strategy Portfolio
EQ Advisors Trust
Other 100%
$5.97B9
MOA EQUITY INDEX FUND
MoA Funds Corp
Stocks 99% · Bonds 1%
$5.97B512
Cascade Private Capital Fund
Other 104% · Cash & short-term 3%
$5.95B310
Brookfield Infrastructure Income Fund Inc.
Other 81% · Bonds 18%
$5.95B296
Janus Henderson Triton Fund
JATTX · Janus Investment Fund · 8 share classes
Stocks 99% · Cash & short-term 3%
$5.93B122
Direxion Daily S&P 500 Bull 3X Shares
SPXL · Direxion Shares ETF Trust
Stocks 70% · Cash & short-term 27%
$5.93B510
Fidelity New Millennium Fund
FMILX · Fidelity Mt. Vernon Street Trust
Stocks 99% · Cash & short-term 1%
$5.92B133
State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
SPTS · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 0%
$5.91B99
BlackRock Health Sciences Opportunities Portfolio
SHSSX · BlackRock Funds · 4 share classes
Stocks 100% · Cash & short-term 1%
$5.91B152
Nuveen Lifecycle Index 2025 Fund
TLQIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$5.89B9
VANGUARD S&P SMALL-CAP 600 INDEX FUND
VIOO · VANGUARD ADMIRAL FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$5.89B606
Dimensional US Large Cap Value ETF
DFLV · Dimensional ETF Trust
Stocks 100% · Cash & short-term 1%
$5.89B332
JPMorgan Investor Balanced Fund
OIBFX · JPMorgan Trust II · 4 share classes
Other 100% · Cash & short-term 1%
$5.88B26
DFA Short-Term Extended Quality Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 92% · Cash & short-term 8%
$5.87B766
VANGUARD EMERGING MARKETS BOND FUND
VEGBX · VANGUARD MALVERN FUNDS · 2 share classes
Bonds 96% · Cash & short-term 3%
$5.84B291
Oakmark Equity and Income Fund
OAKBX · HARRIS ASSOCIATES INVESTMENT TRUST · 4 share classes
Stocks 60% · Bonds 22%
$5.84B265
Goldman Sachs ActiveBeta(R) International Equity ETF
GSIE · Goldman Sachs ETF Trust
Stocks 99% · Cash & short-term 5%
$5.82B660
John Hancock Multifactor Mid Cap ETF
JHMM · John Hancock Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 0%
$5.81B665
VANGUARD SHORT-TERM TREASURY FUND
VFISX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 84% · Securitized 16%
$5.81B263
Janus Henderson Global Life Sciences Fund
JAGLX · Janus Investment Fund · 7 share classes
Stocks 99% · Cash & short-term 1%
$5.81B107
Guggenheim Limited Duration Fund
GILDX · Guggenheim Funds Trust · 5 share classes
Securitized 70% · Bonds 28%
$5.79B855
Fidelity Enhanced Small Cap Core ETF
FESM · Fidelity Covington Trust
Stocks 98% · Cash & short-term 6%
$5.78B786
Select Health Care Portfolio
FSPHX · Fidelity Select Portfolios · 6 share classes
Stocks 100% · Cash & short-term 2%
$5.78B152
Dimensional International High Profitability ETF
DIHP · Dimensional ETF Trust
Stocks 90% · Other 9%
$5.78B506
The Osterweis Strategic Income Fund
OSTIX · Professionally Managed Portfolios
Bonds 72% · Cash & short-term 27%
$5.76B168
Fidelity Strategic Dividend and Income Fund
FSDIX · Fidelity Salem Street Trust · 6 share classes
Stocks 83% · Bonds 14%
$5.76B727
BlackRock National Municipal Fund
BlackRock Municipal Bond Fund, Inc.
Bonds 97% · Cash & short-term 3%
$5.76B519
Fidelity Freedom Index 2065 Fund
FFIKX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$5.75B5
Free Market U.S. Equity Fund
FMUEX · RBB Fund, Inc.
Stocks 100% · Cash & short-term 0%
$5.73B10
Schwab 1000 Index ETF
SCHK · SCHWAB STRATEGIC TRUST
Stocks 100% · Cash & short-term 0%
$5.69B989
Tax-Managed International Equity Fund
RTNAX · RUSSELL INVESTMENT CO · 4 share classes
Stocks 96% · Cash & short-term 2%
$5.68B870
PIMCO CommoditiesPLUS Strategy Fund
PCLAX · PIMCO FUNDS · 6 share classes
Cash & short-term 74% · Securitized 18%
$5.67B809
BlackRock LifePath Index 2060 Fund
BlackRock Funds III
Stocks 100% · Cash & short-term 0%
$5.66B7
Fidelity Asset Manager 60%
FSANX · Fidelity Charles Street Trust · 6 share classes
Stocks 99% · Cash & short-term 1%
$5.65B35
VANGUARD MUNICIPAL LOW DURATION FUND
VANGUARD CMT FUNDS
Bonds 101%
$5.65B359
Fidelity Enhanced Large Cap Growth ETF
FELG · Fidelity Covington Trust
Stocks 98% · Cash & short-term 2%
$5.65B150
Fidelity SAI Tax-Free Bond Fund
FSAJX · Fidelity Salem Street Trust
Bonds 93% · Cash & short-term 7%
$5.65B1.8K
Mid Cap Value Fund
ACMVX · American Century Capital Portfolios, Inc. · 9 share classes
Stocks 98% · Cash & short-term 2%
$5.65B126
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND
TMAAX · Thrivent Mutual Funds · 2 share classes
Other 53% · Stocks 29%
$5.64B1.3K
Baron Focused Growth Fund
BFGFX · BARON SELECT FUNDS · 3 share classes
Stocks 103% · Cash & short-term 0%
$5.63B30
Multi-Manager Value Strategies Fund
CZMVX · Columbia Funds Series Trust II
Stocks 97% · Cash & short-term 3%
$5.62B324
Dimensional International Small Cap ETF
DFIS · Dimensional ETF Trust
Stocks 98% · Cash & short-term 4%
$5.62B3.5K
BlackRock Mid-Cap Growth Equity Portfolio
CMGIX · BlackRock Funds · 5 share classes
Stocks 100% · Cash & short-term 3%
$5.61B59
Schwab International Small-Cap Equity ETF
SCHC · SCHWAB STRATEGIC TRUST
Stocks 99% · Cash & short-term 4%
$5.61B2.2K
iShares U.S. Securitized Bond Index Fund
BlackRock Funds
Securitized 98% · Cash & short-term 8%
$5.61B2.0K
VANGUARD S&P MID-CAP 400 INDEX FUND
IVOO · VANGUARD ADMIRAL FUNDS · 2 share classes
Stocks 100% · Cash & short-term 0%
$5.60B403
Fidelity International Small Cap Fund
FISMX · Fidelity Investment Trust · 6 share classes
Stocks 97% · Cash & short-term 2%
$5.60B180
Lord Abbett Intermediate Tax Free Fund
LISFX · LORD ABBETT MUNICIPAL INCOME FUND INC · 5 share classes
Bonds 99% · Derivatives 0%
$5.60B926
Columbia Global Technology Growth Fund
CTCAX · COLUMBIA FUNDS SERIES TRUST I · 6 share classes
Stocks 99% · Cash & short-term 1%
$5.59B101
JPMorgan Hedged Equity 2 Fund
JHDRX · JPMorgan Trust IV · 5 share classes
Stocks 101% · Cash & short-term 0%
$5.58B154
Eaton Vance Total Return Bond ETF
EVTR · Morgan Stanley ETF Trust
Bonds 62% · Securitized 47%
$5.58B843
DIAMOND HILL SHORT DURATION SECURITIZED BOND
DHEAX · Diamond Hill Funds · 3 share classes
Securitized 83% · Bonds 11%
$5.57B624
Capital Group Core Bond ETF
CGCB · Capital Group Fixed Income ETF Trust
Bonds 63% · Securitized 34%
$5.56B776
Mairs & Power Fund
MPGFX · Trust for Professional Managers
Stocks 100% · Cash & short-term 0%
$5.55B48
Six Circles Credit Opportunities Fund
CRDOX · SIX CIRCLES TRUST
Bonds 88% · Derivatives 9%
$5.55B3.8K
Fidelity Municipal Income Fund
FHIGX · Fidelity Municipal Trust · 6 share classes
Bonds 98% · Cash & short-term 3%
$5.55B1.4K
ProShares UltraPro S&P500
UPRO · ProShares Trust
Stocks 45% · Other 24%
$5.55B512
International Strategic Equity Allocation Fund
John Hancock Funds II
Stocks 93% · Bonds 6%
$5.53B2.0K
Nomura Small Cap Core Fund
DCCAX · Delaware Group Equity Funds V · 5 share classes
Stocks 99% · Cash & short-term 1%
$5.52B138
Fidelity U.S. Sustainability Index Fund
FITLX · Fidelity Salem Street Trust
Stocks 90% · Cash & short-term 10%
$5.50B259
Nuveen International Equity Fund
TIIEX · TIAA-CREF Funds · 6 share classes
Stocks 99% · Cash & short-term 1%
$5.49B72
Janus Henderson Contrarian Fund
JSVAX · Janus Investment Fund · 8 share classes
Stocks 95% · Cash & short-term 5%
$5.49B45
iShares MSCI Canada ETF
EWC · iShares, Inc.
Stocks 100% · Cash & short-term 1%
$5.48B88
TOTAL BOND MARKET INDEX PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Bonds 77% · Securitized 21%
$5.48B11.5K
JPMorgan Investor Growth & Income Fund
ONGFX · JPMorgan Trust II · 4 share classes
Other 100% · Cash & short-term 1%
$5.48B25
Thornburg International Equity Fund
TGVAX · THORNBURG INVESTMENT TRUST · 7 share classes
Stocks 99%
$5.45B49
PRIMECAP Odyssey Growth Fund
POGRX · PRIMECAP Odyssey Funds
Stocks 97% · Cash & short-term 3%
$5.43B179
MetLife Multi-Index Targeted Risk Portfolio
Brighthouse Funds Trust I
Stocks 75% · Cash & short-term 25%
$5.42B23
Columbia Research Enhanced Core ETF
RECS · Columbia ETF Trust I
Stocks 100% · Derivatives 0%
$5.41B368
iShares MSCI EAFE Min Vol Factor ETF
EFAV · iShares Trust
Stocks 98% · Other 2%
$5.41B263
Fidelity SAI Global ex U.S. Low Volatility Index Fund
FSGJX · Fidelity Concord Street Trust
Stocks 99% · Cash & short-term 1%
$5.41B235
MFS Municipal High Income Fund
MMHYX · MFS Series Trust III · 5 share classes
Bonds 96% · Cash & short-term 2%
$5.40B2.0K
Fidelity Series All-Sector Equity Fund
FSAEX · Fidelity Devonshire Trust
Stocks 99% · Cash & short-term 3%
$5.40B304
PSF PGIM Flexible Managed Portfolio
Prudential Series Fund
Stocks 62% · Securitized 17%
$5.40B1.8K
JNL/Goldman Sachs 4 Fund
JNL Series Trust
Stocks 99% · Cash & short-term 1%
$5.38B144
First Eagle Gold Fund
SGGDX · First Eagle Funds · 8 share classes
Stocks 72% · Real assets 26%
$5.38B31
Heritage Fund
TWHIX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 98% · Cash & short-term 2%
$5.37B83
Fidelity Freedom Blend 2035 Fund
FHJDX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$5.37B49
World ex U.S. Core Equity Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 103% · Cash & short-term 4%
$5.36B10.8K
BATS: Securitized Total Return Series
BlackRock Allocation Target Shares
Securitized 96% · Cash & short-term 5%
$5.35B2.1K
LVIP Global Growth Allocation Managed Risk Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 97% · Cash & short-term 3%
$5.34B40
T. Rowe Price Short-Term Bond Fund, Inc.
PRWBX · T. ROWE PRICE SHORT-TERM BOND FUND, INC. · 4 share classes
Bonds 62% · Securitized 37%
$5.34B1.0K
Mortgage Core Fund
Federated Hermes Core Trust
Securitized 115% · Cash & short-term 5%
$5.33B464
U.S. VECTOR EQUITY PORTFOLIO
DFVEX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 3%
$5.33B2.0K
Fidelity Freedom Blend 2040 Fund
FHHDX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$5.33B51
Parnassus Value Equity Fund
PARWX · Parnassus Funds · 2 share classes
Stocks 99% · Cash & short-term 1%
$5.32B47
Invesco KBW Bank ETF
KBWB · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 0%
$5.32B28
U.S. Sector Rotation Fund
John Hancock Funds II
Stocks 98% · Cash & short-term 2%
$5.32B508
Goldman Sachs Short Duration Tax-Free Fund
GSDUX · Goldman Sachs Trust · 7 share classes
Bonds 98% · Cash & short-term 3%
$5.30B1.8K
Diversified Municipal Portfolio
AIDAX · BERNSTEIN SANFORD C FUND INC · 6 share classes
Bonds 99% · Securitized 1%
$5.30B1.1K
Victory Core Plus Intermediate Bond Fund
USIBX · Victory Portfolios III · 5 share classes
Securitized 49% · Bonds 48%
$5.29B1.4K
Victory Pioneer Bond Fund
PBFRX · Victory Portfolios IV · 5 share classes
Bonds 60% · Securitized 40%
$5.29B1.9K
Dodge & Cox Global Bond Fund
DODLX · Dodge & Cox Funds · 2 share classes
Bonds 73% · Securitized 24%
$5.29B322
Global X Silver Miners ETF
SIL · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 1%
$5.29B39
VIP Growth Opportunities Portfolio
Variable Insurance Products Fund III
Stocks 100% · Cash & short-term 0%
$5.28B200
Lifestyle Growth Portfolio
JHGPX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 96% · Bonds 4%
$5.28B32
T. Rowe Price Balanced Fund, Inc.
RPBAX · · 2 share classes
Stocks 71% · Bonds 18%
$5.28B1.8K
Select Biotechnology Portfolio
FBIOX · Fidelity Select Portfolios
Stocks 100% · Cash & short-term 4%
$5.27B215
BNY Mellon US Large Cap Core Equity ETF
BKLC · BNY Mellon ETF Trust
Stocks 100% · Cash & short-term 0%
$5.26B507
BlackRock Advantage Small Cap Core Fund
BDSIX · BlackRock Funds · 4 share classes
Stocks 99% · Cash & short-term 4%
$5.26B800
JPMorgan International Equity Fund
VSIEX · JPMorgan Trust I · 6 share classes
Stocks 98% · Cash & short-term 3%
$5.25B91
Nuveen Lifecycle 2035 Fund
TCLRX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$5.25B24
Managed Volatility Growth Portfolio
JAIZX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 95% · Bonds 4%
$5.24B42
Carillon Eagle Mid Cap Growth Fund
HAGAX · Carillon Series Trust · 4 share classes
Stocks 98% · Cash & short-term 1%
$5.22B97
iShares Asia 50 ETF
AIA · iShares Trust
Stocks 100% · Cash & short-term 0%
$5.22B61
American Funds College 2030 Fund
CTHAX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$5.22B14
State Street(R) Blackstone Senior Loan ETF
SRLN · SSGA Active Trust
Loans 85% · Bonds 8%
$5.21B795
PGIM Short Duration High Yield Income Fund
HYSAX · Prudential Investment Portfolios, Inc. 15 · 4 share classes
Bonds 86% · Loans 9%
$5.21B627
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
SLYG · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 3%
$5.20B349
Federated Hermes MDT Large Cap Growth Fund
QALGX · Federated Hermes MDT Series · 4 share classes
Stocks 98% · Cash & short-term 2%
$5.19B94
Invesco S&P MidCap Quality ETF
XMHQ · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 10%
$5.19B83
EQ/Moderate Allocation Portfolio
EQ Advisors Trust
Other 100%
$5.18B36
Empower Bond Index Fund
MXBIX · EMPOWER FUNDS, INC. · 2 share classes
Bonds 72% · Securitized 26%
$5.18B2.7K
Capital Group U.S. Multi-Sector Income ETF
CGMS · Capital Group Fixed Income ETF Trust
Bonds 77% · Securitized 19%
$5.17B1.5K
T. Rowe Price Retirement 2015 Fund
TRRGX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$5.17B32
JPMorgan Large Cap Value Fund
HLQVX · JPMorgan Trust II · 8 share classes
Stocks 99% · Cash & short-term 1%
$5.16B104
AST Multi-Asset Diversified Portfolio
Advanced Series Trust
Stocks 83% · Bonds 13%
$5.16B1.6K
Fidelity Diversified International K6 Fund
FKIDX · Fidelity Investment Trust
Stocks 97% · Cash & short-term 3%
$5.15B152
DFA Inflation-Protected Securities Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 99% · Cash & short-term 1%
$5.14B28
Fidelity SAI Emerging Markets Index Fund
FERGX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 1%
$5.14B1.3K
iShares Large Cap Core Active ETF
BlackRock ETF Trust
Stocks 97% · Cash & short-term 4%
$5.14B39
Strategic Advisers Fidelity Alternatives Fund
FSAOX · Fidelity Rutland Square Trust II
Stocks 98% · Derivatives 0%
$5.13B447
Principal Capital Appreciation Fund
CMNWX · Principal Funds, Inc · 4 share classes
Stocks 97% · Cash & short-term 3%
$5.12B101
iShares ESG MSCI KLD 400 ETF
DSI · iShares Trust
Stocks 100% · Cash & short-term 0%
$5.12B403
Lord Abbett Core Plus Bond Fund
LAPLX · LORD ABBETT INVESTMENT TRUST · 9 share classes
Bonds 68% · Securitized 47%
$5.12B668
PIMCO Municipal Bond Fund
PFMIX · PIMCO FUNDS · 5 share classes
Bonds 96% · Securitized 4%
$5.11B802
Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ · Goldman Sachs ETF Trust
Stocks 100% · Cash & short-term 0%
$5.11B104
EQ/Moderate Growth Strategy Portfolio
EQ Advisors Trust
Other 100%
$5.10B9
VIP Investment Grade Bond Portfolio
Variable Insurance Products Fund V
Bonds 69% · Securitized 31%
$5.10B2.5K
Fidelity Small Cap Value Fund
FCPVX · Fidelity Securities Fund · 6 share classes
Stocks 100% · Cash & short-term 3%
$5.10B113
Driehaus Emerging Markets Growth Fund
DREGX · Driehaus Mutual Funds · 2 share classes
Stocks 94% · Cash & short-term 5%
$5.09B90
BlackRock Tactical Opportunities Fund
PBAIX · BlackRock Funds · 4 share classes
Stocks 65% · Cash & short-term 20%
$5.09B886
Goldman Sachs Tactical Tilt Overlay Fund
TTIFX · GOLDMAN SACHS TRUST · 3 share classes
Cash & short-term 58% · Stocks 36%
$5.09B236
Invesco Core Plus Bond Fund
ACPSX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 6 share classes
Securitized 65% · Bonds 55%
$5.08B2.3K
JPMorgan Equity Premium Income Fund
JEPAX · JPMorgan Trust IV · 5 share classes
Stocks 85% · Bonds 14%
$5.07B127
Small Cap Growth Fund
ANONX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 99% · Cash & short-term 2%
$5.06B139
Capital Group Dividend Growers ETF
CGDG ·
Stocks 100%
$5.06B102
Columbia Disciplined Core Fund
AQEAX · Columbia Funds Series Trust II · 5 share classes
Stocks 98% · Cash & short-term 2%
$5.04B85
Fidelity Series Small Cap Opportunities Fund
FSOPX · Fidelity Securities Fund
Stocks 99% · Cash & short-term 3%
$5.03B228
Direxion Daily TSLA Bull 2X Shares
TSLL · Direxion Shares ETF Trust
Cash & short-term 110% · Stocks 13%
$5.03B8
Carlyle AlpInvest Private Markets Fund
Stocks 91% · Cash & short-term 11%
$5.03B364
T. Rowe Price Institutional Small-Cap Stock Fund
TRSSX · T. Rowe Price Equity Funds, Inc.
Stocks 100% · Cash & short-term 1%
$5.03B326
Fidelity Trend Fund
FTRNX ·
Stocks 99% · Cash & short-term 2%
$5.02B101
Franklin International Low Volatility High Dividend Index ETF
LVHI · Legg Mason ETF Investment Trust
Stocks 97% · Derivatives 2%
$5.00B196
VIP Stock Selector Portfolio
Variable Insurance Products Fund
Stocks 99% · Cash & short-term 1%
$5.00B388
First Trust NASDAQ-100-Technology Sector Index Fund
QTEC · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 1%
$4.99B49
Nuveen Lifecycle 2045 Fund
TTFIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$4.99B22
First Trust Dow Jones Internet Index Fund
FDN · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 0%
$4.98B43
Eaton Vance Global Macro Absolute Return Advantage Fund
EGRAX · Eaton Vance Mutual Funds Trust · 5 share classes
Stocks 100%
$4.97B1
Lord Abbett Dividend Growth Fund
LAMAX · LORD ABBETT RESEARCH FUND INC · 11 share classes
Stocks 98% · Cash & short-term 2%
$4.96B54
Fidelity Focused Stock Fund
FTQGX · Fidelity Capital Trust · 6 share classes
Stocks 99% · Cash & short-term 1%
$4.96B43
EQ/Core Bond Index Portfolio
EQ Advisors Trust
Bonds 90% · Other 8%
$4.95B2.9K
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
PRDMX · T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. · 2 share classes
Stocks 100% · Cash & short-term 1%
$4.92B312
Fidelity Long-Term Treasury Bond Index Fund
FNBGX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 1%
$4.92B93
JNL/Mellon U.S. Stock Market Index Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$4.92B1.2K
THE HARTFORD EQUITY INCOME FUND
HQIAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 99% · Cash & short-term 1%
$4.92B77
KraneShares CSI China Internet ETF
KWEB · Krane Shares Trust
Stocks 100% · Cash & short-term 5%
$4.91B34
Lord Abbett National Tax-Free Income Fund
LANSX · LORD ABBETT MUNICIPAL INCOME FUND INC · 5 share classes
Bonds 99% · Derivatives 0%
$4.91B706
T. Rowe Price Institutional Floating Rate Fund
RPIFX · T. ROWE PRICE INSTITUTIONAL INCOME FUNDS, INC. · 3 share classes
Loans 88% · Bonds 9%
$4.89B349
DWS Core Equity Fund
SUWAX · DEUTSCHE DWS INVESTMENT TRUST · 5 share classes
Stocks 98% · Cash & short-term 2%
$4.89B98
Fidelity Freedom Blend 2045 Fund
FHAQX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$4.89B50
VIP Technology Portfolio
Variable Insurance Products Fund IV
Stocks 96% · Cash & short-term 5%
$4.89B101
Penn Series Flexibly Managed Fund
Penn Series Funds Inc
Stocks 63% · Bonds 24%
$4.88B265
Virtus Income & Growth Fund
AZNAX · Virtus Investment Trust · 3 share classes
Bonds 58% · Stocks 38%
$4.88B333
JPMorgan Managed Income Fund
JMGIX · JPMorgan Trust I · 2 share classes
Bonds 75% · Cash & short-term 15%
$4.88B422
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF
SJNK · SPDR SERIES TRUST
Bonds 98% · Cash & short-term 6%
$4.88B1.2K
Intermediate-Term Tax-Free Bond Fund
TWTIX · American Century Municipal Trust · 5 share classes
Bonds 99% · Stocks 1%
$4.87B1.8K
Goldman Sachs Global Managed Beta Fund
GGMBX · GOLDMAN SACHS TRUST · 2 share classes
Stocks 97% · Derivatives 3%
$4.87B625
VanEck J.P. Morgan EM Local Currency Bond ETF
EMLC · VanEck ETF Trust
Bonds 98% · Cash & short-term 0%
$4.87B500
T. Rowe Price Summit Municipal Intermediate Fund
PRSMX · T. ROWE PRICE SUMMIT MUNICIPAL FUNDS, INC. · 3 share classes
Bonds 99% · Securitized 0%
$4.87B1.1K
Schwab Fundamental International Equity Index Fund
SFNNX · SCHWAB CAPITAL TRUST
Stocks 99% · Cash & short-term 1%
$4.87B889
Fidelity Intermediate Bond Fund
FTHRX · Fidelity Salem Street Trust
Bonds 83% · Securitized 16%
$4.86B685
Virtus Newfleet Multi-Sector Short Term Bond Fund
NARAX · Virtus Opportunities Trust · 5 share classes
Securitized 52% · Bonds 39%
$4.85B922
SAM Balanced Portfolio
SABPX · Principal Funds, Inc · 6 share classes
Stocks 98% · Cash & short-term 2%
$4.85B29
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
SLYV · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 6%
$4.83B463
Franklin Equity Income Fund
FISEX · Franklin Investors Securities Trust · 5 share classes
Stocks 88% · Bonds 9%
$4.83B89
Federated Hermes Institutional High Yield Bond Fund
FIHBX · Federated Hermes Institutional Trust · 4 share classes
Bonds 97% · Cash & short-term 2%
$4.82B455
PGIM Jennison International Opportunities Fund
PWJAX · Prudential World Fund, Inc. · 7 share classes
Stocks 97% · Cash & short-term 3%
$4.81B40
Spectrum Preferred and Capital Securities Income Fund
PNARX · Principal Funds, Inc · 7 share classes
Bonds 86% · Stocks 12%
$4.80B326
Catholic Responsible Investments Equity Index Fund
CRQSX · Catholic Responsible Investments Funds
Stocks 100% · Cash & short-term 0%
$4.79B437
iShares Global REIT ETF
REET · iShares Trust
Stocks 86% · Other 14%
$4.79B351
MFS Blended Research International Equity Fund
BRXAX · MFS SERIES TRUST IV · 9 share classes
Stocks 99% · Cash & short-term 1%
$4.79B171
Mercer Non-US Core Equity Fund
MNCDX · Mercer Funds · 4 share classes
Stocks 97% · Cash & short-term 1%
$4.78B1.0K
BlackRock Event Driven Equity Fund
BlackRock Large Cap Series Funds, Inc.
Stocks 45% · Cash & short-term 43%
$4.78B289
Goldman Sachs U.S. Tax-Managed Equity Fund
GCTIX · Goldman Sachs Trust · 7 share classes
Stocks 98% · Cash & short-term 0%
$4.78B245
iShares ESG Aware U.S. Aggregate Bond ETF
EAGG · iShares Trust
Bonds 74% · Securitized 25%
$4.78B5.2K
Invesco S&P 500 Index Fund
SPIAX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 4 share classes
Stocks 97% · Cash & short-term 4%
$4.78B510
PSF PGIM Jennison Growth Portfolio
Prudential Series Fund
Stocks 100% · Cash & short-term 1%
$4.76B50
Fidelity Freedom Blend 2030 Fund
FHKDX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$4.76B50
Schwab U.S. Large-Cap Growth Index Fund
SWLGX · SCHWAB CAPITAL TRUST
Stocks 100% · Cash & short-term 0%
$4.75B388
iShares Core 1-5 Year USD Bond ETF
ISTB · iShares Trust
Bonds 93% · Securitized 6%
$4.75B7.1K
Strategic Advisers Short Duration Fund
FAUDX · Fidelity Rutland Square Trust II
Stocks 55% · Bonds 34%
$4.75B1.3K
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL · Invesco Exchange-Traded Self-Indexed Fund Trust
Stocks 100% · Cash & short-term 2%
$4.74B481
Principal LifeTime 2030 Fund
PTCMX · Principal Funds, Inc · 5 share classes
Stocks 100%
$4.74B18
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
KRE · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 2%
$4.74B162
Direxion Daily Technology Bull 3X Shares
TECL · Direxion Shares ETF Trust
Stocks 69% · Cash & short-term 31%
$4.74B79
T. Rowe Price Dynamic Global Bond Fund
RPIEX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 4 share classes
Bonds 88% · Cash & short-term 6%
$4.73B369
Franklin High Yield Tax-Free Income Fund
FHYVX · Franklin Tax Free Trust · 5 share classes
Bonds 95% · Other 4%
$4.73B1.8K
EQ/Growth Strategy Portfolio
EQ Advisors Trust
Other 100%
$4.72B9
Brighthouse Balanced Plus Portfolio
Brighthouse Funds Trust I
Stocks 70% · Bonds 28%
$4.72B116
Goldman Sachs S&P 500 Premium Income ETF
GPIX · Goldman Sachs ETF Trust
Stocks 100% · Cash & short-term 0%
$4.72B493
CION Ares Diversified Credit Fund
Loans 131% · Stocks 15%
$4.72B2.4K
Lord Abbett Core Fixed Income Fund
LCRAX · LORD ABBETT INVESTMENT TRUST · 10 share classes
Bonds 58% · Securitized 56%
$4.71B520
Janus Henderson Global Research Fund
JAWWX · Janus Investment Fund · 8 share classes
Stocks 100% · Cash & short-term 1%
$4.71B128
STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND
SSHQX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Stocks 95% · Cash & short-term 3%
$4.70B21
Victory Sycamore Small Company Opportunity Fund
SSGSX · Victory Portfolios · 5 share classes
Stocks 97% · Cash & short-term 1%
$4.69B105
Invesco S&P 500 Equal Weight Technology ETF
RSPT · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 4%
$4.68B76
Eaton Vance Emerging Markets Debt Opportunities Fund
EELDX · Eaton Vance Series Fund, Inc. · 3 share classes
Bonds 67% · Cash & short-term 22%
$4.68B595
DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO
DFGFX · DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 79% · Cash & short-term 20%
$4.68B235
Victory Trivalent International Small-Cap Fund
MISAX · Victory Portfolios · 5 share classes
Stocks 96% · Cash & short-term 3%
$4.68B238
iShares U.S. Real Estate ETF
IYR · iShares Trust
Stocks 99% · Cash & short-term 0%
$4.67B64
Federated Hermes Kaufmann Fund
KAUAX · Federated Hermes Equity Funds · 4 share classes
Stocks 96% · Cash & short-term 3%
$4.66B153
PGIM Jennison Global Opportunities Fund
PRJAX · Prudential World Fund, Inc. · 6 share classes
Stocks 100% · Cash & short-term 3%
$4.65B40
JPMorgan Core Bond Trust
JPMorgan Institutional Trust
Bonds 61% · Securitized 38%
$4.65B2.5K
Senior Debt Portfolio
Loans 114% · Bonds 7%
$4.65B636
Venerable Large Cap Index Fund
VVLIX · Venerable Variable Insurance Trust · 2 share classes
Stocks 100% · Derivatives 0%
$4.65B506
DWS RREEF Real Assets Fund
AAAAX · DEUTSCHE DWS MARKET TRUST · 6 share classes
Stocks 80% · Cash & short-term 17%
$4.64B178
Dimensional International Small Cap Value ETF
DISV · Dimensional ETF Trust
Stocks 98% · Cash & short-term 3%
$4.64B1.6K
THE HARTFORD STRATEGIC INCOME FUND
HSNCX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Bonds 61% · Securitized 30%
$4.63B1.4K
JPMorgan U.S. Tech Leaders ETF
JTEK · J.P. Morgan Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 3%
$4.63B63
iShares U.S. Infrastructure ETF
IFRA · iShares Trust
Stocks 100% · Cash & short-term 1%
$4.62B166
SA VCP Dynamic Strategy Portfolio
SUNAMERICA SERIES TRUST
Stocks 84% · Bonds 14%
$4.62B66
International Dynamic Growth Fund
JIJIX · John Hancock Investment Trust · 4 share classes
Stocks 99%
$4.61B44
Invesco BulletShares 2027 Corporate Bond ETF
BSCR · Invesco Exchange-Traded Self-Indexed Fund Trust
Bonds 99% · Cash & short-term 6%
$4.60B497
ELFUN TRUSTS
ELFNX ·
Stocks 98% · Cash & short-term 2%
$4.60B44
Allspring Core Bond Portfolio
ALLSPRING MASTER TRUST
Bonds 56% · Securitized 46%
$4.60B987
Pershing Square USA, Ltd.
PSUS ·
Stocks 54% · Cash & short-term 50%
$4.59B20
SIIT S&P 500 INDEX FUND
SPINX · SEI INSTITUTIONAL INVESTMENTS TRUST
Stocks 98% · Derivatives 2%
$4.59B506
Janus Henderson Overseas Fund
JAOSX · Janus Investment Fund · 8 share classes
Stocks 98% · Cash & short-term 2%
$4.59B58
Ares Private Markets Fund
Stocks 127% · Cash & short-term 4%
$4.59B396
Allspring Core Bond Fund
MBFAX · ALLSPRING FUNDS TRUST · 5 share classes
Stocks 100%
$4.57B1
DFA ONE-YEAR FIXED INCOME PORTFOLIO
DFIHX · DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 50% · Cash & short-term 50%
$4.57B153
BNY Mellon Global Fixed Income Fund
SDGIX · BNY Mellon Investment Funds I · 4 share classes
Bonds 66% · Securitized 30%
$4.57B426
PIMCO Total Return Portfolio
VPVTRDV · PIMCO VARIABLE INSURANCE TRUST · 3 share classes
Bonds 70% · Securitized 56%
$4.56B1.3K
Investment Grade Bond Fund
TAUSX · John Hancock Bond Trust · 6 share classes
Bonds 51% · Securitized 48%
$4.56B1.0K
American Funds 2015 Target Date Retirement Income Fund
RCJTX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$4.56B18
T. Rowe Price U.S. Treasury Long-Term Index Fund
PRULX · T. ROWE PRICE U.S. TREASURY FUNDS, INC. · 3 share classes
Bonds 99% · Cash & short-term 1%
$4.56B66
SIMT Tax-Managed Large Cap Fund
TMLCX · SEI INSTITUTIONAL MANAGED TRUST · 2 share classes
Stocks 99% · Cash & short-term 1%
$4.55B321
JNL/American Funds Growth Allocation Fund
JNL Series Trust
Stocks 100%
$4.55B16
Nuveen Lifecycle 2030 Fund
TCLNX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$4.54B24
Old Westbury Municipal Bond Fund
OWMBX · Old Westbury Funds Inc
Bonds 97% · Cash & short-term 3%
$4.54B551
American Funds College 2033 Fund
CTLAX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$4.54B19
Lord Abbett High Income Municipal Bond Fund
HYMAX · LORD ABBETT MUNICIPAL INCOME FUND INC · 5 share classes
Bonds 99% · Derivatives 0%
$4.54B604
iShares Total U.S. Stock Market Index Fund
BlackRock Funds
Stocks 100% · Cash & short-term 1%
$4.52B2.7K
VANGUARD MATERIALS INDEX FUND
VAW · VANGUARD WORLD FUND · 2 share classes
Stocks 100% · Cash & short-term 1%
$4.52B112
Nuveen Core Plus Bond Fund
TCBPX · TIAA-CREF Funds · 6 share classes
Bonds 56% · Securitized 37%
$4.51B1.6K
Multi-Manager Large Cap Growth Strategies Fund
CLCEX · COLUMBIA FUNDS SERIES TRUST I
Stocks 99% · Cash & short-term 1%
$4.51B176
New World Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 95% · Cash & short-term 3%
$4.51B610
GMO U.S. Quality ETF
QLTY · GMO ETF Trust
Stocks 100% · Cash & short-term 0%
$4.51B42
Touchstone Funds Group Trust-Touchstone Mid Cap Fund
TMCPX · Touchstone Funds Group Trust · 6 share classes
Stocks 98% · Cash & short-term 2%
$4.51B33
U.S. LARGE CAP VALUE PORTFOLIO III
DFUVX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 100%
$4.50B1
PIMCO Low Duration Fund
PTLDX · PIMCO FUNDS · 9 share classes
Securitized 42% · Cash & short-term 36%
$4.49B1.0K
AB Core Bond Portfolio
SNIDX · BERNSTEIN SANFORD C FUND INC · 4 share classes
Bonds 72% · Securitized 34%
$4.49B731
T. Rowe Price Spectrum Diversified Equity Fund
PRSGX · T. ROWE PRICE SPECTRUM FUND, INC. · 2 share classes
Stocks 100% · Cash & short-term 0%
$4.48B16
1290 VT GAMCO Small Company Value Portfolio
EQ Advisors Trust
Stocks 97% · Cash & short-term 2%
$4.48B381
Franklin Growth Opportunities Fund
FGRAX · Franklin Strategic Series · 5 share classes
Stocks 99% · Cash & short-term 2%
$4.48B91
State Street Global All Cap Equity ex-U.S. Index Fund
SSGHX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 100%
$4.48B1
VANGUARD SHORT-TERM FEDERAL FUND
VSGBX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Securitized 56% · Bonds 39%
$4.48B463
State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF
GNR · SPDR INDEX SHARES FUNDS
Stocks 99% · Cash & short-term 4%
$4.48B98
Carlyle Tactical Private Credit Fund
Loans 114% · Securitized 25%
$4.47B1.0K
EQ/Large Cap Growth Managed Volatility Portfolio
EQ Advisors Trust
Stocks 77% · Other 11%
$4.47B419
Fidelity International Value Fund
FIVLX · Fidelity Investment Trust · 6 share classes
Stocks 97% · Cash & short-term 2%
$4.46B108
Principal LifeTime 2040 Fund
PTDMX · Principal Funds, Inc · 5 share classes
Stocks 100%
$4.46B15
The Hartford World Bond Fund
HWDAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Bonds 69% · Cash & short-term 18%
$4.46B929
Fidelity Investment Grade Securitized ETF
FSEC · Fidelity Merrimack Street Trust
Securitized 118% · Bonds 4%
$4.46B1.1K
Invesco SteelPath MLP Income Fund
MLPRX · AIM Investment Funds (Invesco Investment Funds) · 6 share classes
Stocks 115% · Cash & short-term 1%
$4.45B29
Transamerica JPMorgan Asset Allocation - Moderate VP
TRANSAMERICA SERIES TRUST
Stocks 96% · Bonds 2%
$4.45B45
JPMorgan Investor Conservative Growth Fund
ONCFX · JPMorgan Trust II · 4 share classes
Other 99% · Cash & short-term 1%
$4.45B26
State Street International Developed Equity Index Portfolio
STATE STREET MASTER FUNDS
Stocks 97% · Cash & short-term 3%
$4.45B678
JNL/BlackRock Large Cap Select Growth Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$4.45B34
Free Market International Equity Fund
FMNEX · RBB Fund, Inc.
Stocks 100% · Cash & short-term 0%
$4.44B10
PRIMECAP Odyssey Stock Fund
POSKX · PRIMECAP Odyssey Funds
Stocks 98% · Cash & short-term 2%
$4.44B148
Stone Ridge High Yield Reinsurance Risk Premium Fund
SHRIX · Stone Ridge Trust · 2 share classes
Bonds 87% · Stocks 12%
$4.44B367
Voya VACS Index Series S Portfolio
VVIPX · Voya Investors Trust
Stocks 98% · Cash & short-term 2%
$4.44B507
JNL/Newton Equity Income Fund
JNL Series Trust
Stocks 99% · Cash & short-term 1%
$4.43B76
iShares California Muni Bond ETF
CMF · iShares Trust
Bonds 96% · Cash & short-term 3%
$4.42B1.6K
First Trust NASDAQ Technology Dividend Index Fund
TDIV · First Trust Exchange-Traded Fund VI
Stocks 100% · Cash & short-term 0%
$4.42B95
International Sustainability Core 1 Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 105% · Cash & short-term 6%
$4.41B3.4K
NVIT American Funds Growth-Income Fund
Nationwide Variable Insurance Trust
Other 100%
$4.40B1
Variable Portfolio - U.S. Flexible Growth Fund
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
Stocks 84% · Cash & short-term 14%
$4.39B49
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
XME · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 8%
$4.38B40
MFS Corporate Bond Fund
MFBFX · MFS Series Trust IX · 9 share classes
Bonds 94% · Securitized 3%
$4.38B432
JNL/T. Rowe Price Value Fund
JNL Series Trust
Stocks 100%
$4.38B109
Fundstrat Granny Shots US Large Cap ETF
GRNY · Tidal Trust III
Stocks 99% · Cash & short-term 1%
$4.37B41
PIMCO Flexible Credit Income Fund
Securitized 54% · Loans 40%
$4.37B1.0K
JNL/T. Rowe Price Mid-Cap Growth Fund
JNL Series Trust
Stocks 100% · Cash & short-term 1%
$4.37B295
THRIVENT MODERATE ALLOCATION FUND
THMAX · Thrivent Mutual Funds · 2 share classes
Other 49% · Stocks 25%
$4.37B1.3K
THRIVENT LARGE CAP GROWTH FUND
AAAGX · Thrivent Mutual Funds · 2 share classes
Stocks 98% · Cash & short-term 2%
$4.36B44
State Street(R) SPDR(R) EURO STOXX 50(R) ETF
FEZ · SPDR INDEX SHARES FUNDS
Stocks 99% · Cash & short-term 1%
$4.35B52
International Vector Equity Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 103% · Cash & short-term 6%
$4.35B3.7K
U.S. Large Cap Growth Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100% · Cash & short-term 2%
$4.34B120
Invesco Growth and Income Fund
ACGIX · AIM Counselor Series Trust (Invesco Counselor Series Trust) · 6 share classes
Stocks 98% · Cash & short-term 2%
$4.34B75
Eaton Vance Total Return Bond Fund
EBABX · Eaton Vance Mutual Funds Trust · 4 share classes
Bonds 56% · Securitized 39%
$4.34B537
Fidelity Freedom Blend 2050 Fund
FHJKX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$4.33B47
Lord Abbett Floating Rate Fund
LFRAX · LORD ABBETT INVESTMENT TRUST · 10 share classes
Loans 83% · Bonds 10%
$4.33B475
JNL/American Funds Washington Mutual Investors Fund
JNL Series Trust
Stocks 100%
$4.33B1
Fidelity Growth Strategies Fund
FDEGX · Fidelity Mt. Vernon Street Trust · 7 share classes
Stocks 101% · Cash & short-term 1%
$4.33B149
iShares Short Duration Bond Active ETF
NEAR · iShares U.S. ETF Trust
Bonds 68% · Securitized 31%
$4.33B1.6K
THE HARTFORD TOTAL RETURN BOND FUND
ITBAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Securitized 55% · Bonds 53%
$4.33B1.7K
T. Rowe Price Spectrum Moderate Growth Allocation Fund
TRSGX · T. ROWE PRICE SPECTRUM FUNDS II, INC. · 2 share classes
Stocks 92% · Bonds 4%
$4.32B2.0K
Loomis Sayles Income Fund
LSBDX · LOOMIS SAYLES FUNDS I · 4 share classes
Bonds 73% · Securitized 17%
$4.32B752
Fidelity Low-Priced Stock K6 Fund
FLKSX · Fidelity Puritan Trust
Stocks 96% · Cash & short-term 6%
$4.32B562
Pzena Emerging Markets Value Fund
PZVEX · Advisors Series Trust · 2 share classes
Stocks 96% · Cash & short-term 2%
$4.30B69
ALGER SPECTRA FUND
SPECX · ALGER FUNDS II · 5 share classes
Stocks 101% · Cash & short-term 0%
$4.29B128
Brown Advisory Sustainable Growth Fund
BAFWX · Brown Advisory Funds · 3 share classes
Stocks 99% · Cash & short-term 2%
$4.29B35
Fidelity Small Cap Growth K6 Fund
FOCSX · Fidelity Securities Fund
Stocks 100% · Cash & short-term 6%
$4.29B319
Weitz Core Plus Income Fund
WCPBX · Weitz Funds · 2 share classes
Securitized 50% · Bonds 47%
$4.29B545
VANGUARD EXTENDED DURATION TREASURY INDEX FUND
EDV · VANGUARD WORLD FUND · 3 share classes
Bonds 100% · Cash & short-term 0%
$4.28B83
Fidelity Advisor Diversified Stock Fund
FDTOX · Fidelity Destiny Portfolios · 6 share classes
Stocks 99% · Cash & short-term 2%
$4.27B247
Carillon Scout Mid Cap Fund
CSMEX · Carillon Series Trust · 4 share classes
Stocks 99% · Cash & short-term 0%
$4.27B118
Fidelity SAI Small-Mid Cap Momentum Index Fund
FZFLX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 1%
$4.27B208
Fidelity Freedom 2015 Fund
FFVFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$4.27B47
Eagle Capital Select Equity ETF
EAGL · 2023 ETF Series Trust
Stocks 100% · Cash & short-term 0%
$4.26B28
Tweedy, Browne International Value Fund
TBGVX · Tweedy, Browne Fund Inc.
Stocks 91% · Cash & short-term 5%
$4.26B110
LVIP Global Moderate Allocation Managed Risk Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 97% · Cash & short-term 3%
$4.26B40
Federated Hermes Ultrashort Bond Fund
FULAX · Federated Hermes Total Return Series, Inc. · 4 share classes
Securitized 55% · Bonds 34%
$4.25B548
Select Gold Portfolio
FSAGX · Fidelity Select Portfolios · 6 share classes
Stocks 100% · Cash & short-term 4%
$4.23B44
Transamerica International Equity
TRWAX · TRANSAMERICA FUNDS · 8 share classes
Stocks 99% · Cash & short-term 0%
$4.22B107
Putnam Dynamic Asset Allocation Growth Fund
PAEAX · Putnam Asset Allocation Funds · 5 share classes
Stocks 82% · Bonds 7%
$4.22B2.4K
CAUSEWAY EMERGING MARKETS FUND
CEMVX · CAUSEWAY CAPITAL MANAGEMENT TRUST · 2 share classes
Stocks 94% · Cash & short-term 3%
$4.22B180
VanEck Uranium and Nuclear ETF
NLR · VanEck ETF Trust
Stocks 100% · Cash & short-term 2%
$4.21B26
ClearBridge Growth Fund
SHRAX · Legg Mason Partners Investment Trust · 6 share classes
Stocks 98% · Cash & short-term 2%
$4.20B52
Invesco Gold & Special Minerals Fund
AIM Sector Funds (Invesco Sector Funds)
Stocks 95% · Cash & short-term 4%
$4.20B84
Neuberger Quality Equity Fund
NBSRX · NEUBERGER BERMAN EQUITY FUNDS · 7 share classes
Stocks 98% · Cash & short-term 2%
$4.19B52
Columbia Seligman Global Technology Fund
SHGTX · Columbia Funds Series Trust II · 7 share classes
Stocks 99% · Cash & short-term 2%
$4.18B79
State Street(R) DoubleLine(R) Total Return Tactical ETF
TOTL · SSGA Active Trust
Securitized 64% · Bonds 25%
$4.18B1.7K
JPMorgan Global Bond Opportunities Fund
GBOAX · JPMorgan Trust I · 4 share classes
Bonds 80% · Securitized 10%
$4.17B1.5K
ClearBridge Value Fund
LGVAX · Legg Mason Global Asset Management Trust · 6 share classes
Stocks 99% · Cash & short-term 1%
$4.17B68
Calvert Bond Fund
CSIBX · Calvert Social Investment Fund · 4 share classes
Bonds 50% · Securitized 48%
$4.17B488
VanEck High Yield Muni ETF
HYD · VanEck ETF Trust
Bonds 95% · Derivatives 0%
$4.16B1.9K
State Street U.S. Core Equity Fund
SSAQX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Stocks 97% · Cash & short-term 3%
$4.15B99
Invesco National AMT-Free Municipal Bond ETF
PZA · Invesco Exchange-Traded Fund Trust II
Bonds 96%
$4.15B6.7K
THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND
IHOAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 97% · Cash & short-term 1%
$4.12B82
Fidelity Leveraged Company Stock Fund
FLVCX · Fidelity Securities Fund · 7 share classes
Stocks 100% · Cash & short-term 1%
$4.12B74
iShares Russell 2000 Small-Cap Index Fund
BlackRock Index Funds, Inc.
Stocks 100%
$4.11B1
Nuveen Lifecycle 2050 Fund
TFTIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$4.11B22
Frost Total Return Bond Fund
FAJEX · Frost Family of Funds · 3 share classes
Bonds 76% · Securitized 21%
$4.10B357
Fidelity Real Estate Income Fund
FREI · Fidelity Securities Fund · 7 share classes
Bonds 37% · Stocks 35%
$4.10B578
Franklin Small Cap Value Fund
FRVLX · Franklin Value Investors Trust · 5 share classes
Stocks 98% · Cash & short-term 2%
$4.09B88
TCW Emerging Markets Income Fund
TGEIX · TCW FUNDS INC · 3 share classes
Bonds 88% · Cash & short-term 7%
$4.09B297
T. Rowe Price Hedged Equity Fund
PHEFX · T. Rowe Price Equity Funds, Inc. · 3 share classes
Stocks 93% · Cash & short-term 6%
$4.08B351
PIMCO CommodityRealReturn Strategy Fund
PCRIX · PIMCO FUNDS · 8 share classes
Bonds 88% · Securitized 27%
$4.08B706
Aristotle Strategic Income Fund
PLCNX · Aristotle Fund Series Trust · 5 share classes
Bonds 71% · Loans 16%
$4.08B472
Eaton Vance National Municipal Income Fund
EANAX · Eaton Vance Municipals Trust · 3 share classes
Bonds 102%
$4.08B603
Fidelity Flex International Index Fund
FITFX · Fidelity Salem Street Trust
Stocks 97% · Cash & short-term 3%
$4.07B2.2K
First Trust North American Energy Infrastructure Fund
EMLP · First Trust Exchange-Traded Fund IV
Stocks 93% · Cash & short-term 7%
$4.07B64
Eaton Vance Income Fund of Boston
EVIBX · Eaton Vance Series Trust II · 5 share classes
Bonds 84% · Loans 10%
$4.07B427
BlackRock Global Allocation V.I. Fund
BlackRock Variable Series Funds, Inc.
Stocks 72% · Bonds 14%
$4.07B2.1K
T. Rowe Price U.S. Equity Research ETF
TSPA · T. Rowe Price Exchange-Traded Funds, Inc.
Stocks 100% · Cash & short-term 0%
$4.06B330
VIP FundsManager 50% Portfolio
Variable Insurance Products Fund V
Stocks 95% · Cash & short-term 5%
$4.05B42
Reaves Utility Income Fund
UTG ·
Stocks 122% · Cash & short-term 1%
$4.05B71
GraniteShares 2x Long NVDA Daily ETF
NVDL · GraniteShares ETF Trust
Bonds 324% · Derivatives 200%
$4.05B11
T. Rowe Price Floating Rate Fund
PRFRX · T. ROWE PRICE FLOATING RATE FUND, INC. · 4 share classes
Loans 87% · Bonds 9%
$4.05B338
BlackRock Capital Appreciation Fund, Inc.
Stocks 99% · Cash & short-term 1%
$4.04B35
VANGUARD LIFESTRATEGY INCOME FUND
VASIX · VANGUARD STAR FUNDS
Stocks 99% · Cash & short-term 1%
$4.03B7
Fidelity Flex U.S. Bond Index Fund
FIBUX · Fidelity Salem Street Trust
Bonds 75% · Securitized 25%
$4.03B5.8K
BARON ASSET FUND
BARAX · BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) · 3 share classes
Stocks 100% · Cash & short-term 0%
$4.02B52
JPMorgan Hedged Equity Laddered Overlay ETF
HELO · J.P. Morgan Exchange-Traded Fund Trust
Stocks 102% · Cash & short-term 0%
$4.02B159
Lord Abbett Investment Grade Floating Rate Fund
LGRUX · LORD ABBETT TRUST I · 7 share classes
Securitized 79% · Bonds 13%
$4.00B709
BlackRock Low Duration Bond Portfolio
BlackRock Funds V
Bonds 59% · Securitized 40%
$4.00B2.1K
American Funds Balanced Allocation Portfolio
Brighthouse Funds Trust I
Stocks 100%
$4.00B14
Invesco Corporate Bond Fund
ACCEX · AIM Investment Securities Funds (Invesco Investment Securities Funds) · 6 share classes
Bonds 90% · Cash & short-term 13%
$4.00B1.9K
iShares MSCI Intl Value Factor ETF
IVLU · iShares Trust
Stocks 98% · Other 1%
$4.00B360
Morgan Stanley Pathway Large Cap Equity ETF
MSLC · MORGAN STANLEY PATHWAY FUNDS
Stocks 97% · Real assets 2%
$4.00B1.0K
AST Large-Cap Value Portfolio
Advanced Series Trust
Stocks 99% · Cash & short-term 10%
$4.00B398
American Funds College 2027 Fund
CTSFX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$4.00B13
Baron Emerging Markets Fund
BEXFX · BARON SELECT FUNDS · 3 share classes
Stocks 98%
$3.99B96
Axonic Strategic Income Fund
AXONIC FUNDS
Securitized 81% · Cash & short-term 8%
$3.99B545
Diversified Bond Fund
ADFIX · American Century Investment Trust · 9 share classes
Bonds 49% · Securitized 47%
$3.99B485
Schwab Municipal Bond ETF
SCMB · SCHWAB STRATEGIC TRUST
Bonds 99%
$3.98B6.8K
Nuveen Limited Term Municipal Bond Fund
FLTDX · Nuveen Municipal Trust · 3 share classes
Bonds 98%
$3.98B928
Eaton Vance Floating-Rate Advantage Fund
EVFAX · Eaton Vance Mutual Funds Trust · 4 share classes
Stocks 101%
$3.98B1
BALANCED PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 65% · Bonds 32%
$3.97B1.5K
VANGUARD PENNSYLVANIA LONG-TERM TAX-EXEMPT FUND
VPAIX · VANGUARD PENNSYLVANIA TAX-FREE FUNDS · 2 share classes
Bonds 100% · Derivatives 0%
$3.97B1.3K
WisdomTree U.S. Midcap Dividend Fund
DON · WisdomTree Trust
Stocks 100% · Cash & short-term 0%
$3.96B296
AST Core Fixed Income Portfolio
Advanced Series Trust
Bonds 48% · Securitized 43%
$3.96B2.6K
Nuveen Small Cap Blend Index Fund
TISBX · TIAA-CREF Funds · 4 share classes
Stocks 99% · Cash & short-term 3%
$3.95B1.9K
JNL/American Funds Balanced Fund
JNL Series Trust
Stocks 100%
$3.95B1
First Trust Dorsey Wright Focus 5 ETF
FV · First Trust Exchange-Traded Fund VI
Stocks 100% · Cash & short-term 0%
$3.94B6
Fidelity Short-Term Bond Index Fund
FNSOX · Fidelity Salem Street Trust
Bonds 99% · Cash & short-term 1%
$3.93B1.6K
CCM Community Impact Bond Fund
CRAIX · COMMUNITY CAPITAL TRUST · 3 share classes
Bonds 94% · Securitized 4%
$3.93B2.6K
EQ/Intermediate Government Bond Portfolio
EQ Advisors Trust
Bonds 91% · Other 8%
$3.93B233
iShares Future AI & Tech ETF
ARTY · iShares Trust
Stocks 99% · Cash & short-term 6%
$3.93B64
Fidelity Mid Cap Growth Index Fund
FMDGX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 2%
$3.93B271
DNP Select Income Fund Inc
DNP ·
Stocks 107% · Bonds 20%
$3.92B132
Select Utilities Portfolio
FSUTX · Fidelity Select Portfolios · 6 share classes
Stocks 97% · Cash & short-term 6%
$3.91B40
BlackRock Advantage Large Cap Core Fund
BlackRock Large Cap Series Funds, Inc.
Stocks 99% · Cash & short-term 1%
$3.90B90
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND
VNQI · VANGUARD INTERNATIONAL EQUITY INDEX FUNDS · 3 share classes
Stocks 99% · Cash & short-term 2%
$3.90B732
THE EMERGING MARKETS SMALL CAP SERIES
DFA INVESTMENT TRUST CO
Stocks 102% · Cash & short-term 2%
$3.90B4.7K
Nuveen Quant Small Cap Equity Fund
TISEX · TIAA-CREF Funds · 6 share classes
Stocks 99% · Cash & short-term 2%
$3.89B385
Allspring Emerging Markets Equity Fund
EMGAX · ALLSPRING FUNDS TRUST · 5 share classes
Stocks 99% · Cash & short-term 1%
$3.89B116
Goldman Sachs U.S. Equity Dividend and Premium Fund
GSPKX · GOLDMAN SACHS TRUST · 6 share classes
Stocks 102% · Cash & short-term 0%
$3.89B187
JNL/JPMorgan Managed Growth Fund
JNL Series Trust
Stocks 100%
$3.89B30
iMGP DBI Managed Futures Strategy ETF
DBMF · LITMAN GREGORY FUNDS TRUST
Cash & short-term 81% · Derivatives 2%
$3.89B18
Smead Value Fund
SMVLX · Smead Funds Trust · 12 share classes
Stocks 93% · Cash & short-term 7%
$3.89B27
Fidelity New Markets Income Fund
FNMIX · Fidelity Summer Street Trust · 6 share classes
Bonds 91% · Cash & short-term 6%
$3.88B524
Nicholas Fund, Inc.
NICSX ·
Stocks 98% · Cash & short-term 3%
$3.88B52
EMERGING MARKETS SMALL CAP PORTFOLIO
DEMSX · DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 100%
$3.88B1
State Street Target Retirement 2035 Fund
SSCJX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 101% · Cash & short-term 1%
$3.87B9
Nuveen International Aggregate Bond ETF
NXUS · NuShares ETF Trust
Bonds 96% · Stocks 2%
$3.87B3.2K
WisdomTree Emerging Markets High Dividend Fund
DEM · WisdomTree Trust
Stocks 99% · Cash & short-term 4%
$3.87B533
Invesco Rochester New York Municipals Fund
IORUX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 4 share classes
Bonds 108%
$3.87B569
Science & Technology Fund
VCSTX · VALIC Co I
Stocks 99% · Cash & short-term 1%
$3.87B94
State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF
BILS · SPDR SERIES TRUST
Cash & short-term 108%
$3.87B28
VANGUARD GLOBAL CAPITAL CYCLES FUND
VGPMX · VANGUARD SPECIALIZED FUNDS
Stocks 98% · Cash & short-term 4%
$3.86B89
JPMorgan SmartRetirement Blend 2035 Fund
JPSRX · JPMorgan Trust I · 6 share classes
Other 88% · Bonds 7%
$3.86B959
Select Defense and Aerospace Portfolio
FSDAX · Fidelity Select Portfolios
Stocks 99% · Cash & short-term 1%
$3.86B32
iShares Future Exponential Technologies ETF
XT · iShares Trust
Stocks 100% · Cash & short-term 2%
$3.86B224
Managed Volatility Balanced Portfolio
JAIYX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 93% · Bonds 6%
$3.86B43
iShares MSCI Intl Momentum Factor ETF
IMTM · iShares Trust
Stocks 99% · Other 1%
$3.86B319
iShares Global Healthcare ETF
IXJ · iShares Trust
Stocks 100% · Cash & short-term 1%
$3.84B124
Global Equity Fund
RGEAX · RUSSELL INVESTMENT CO · 6 share classes
Stocks 92% · Cash & short-term 5%
$3.84B667
MEDIUM-DURATION BOND FUND
GMDYX · GuideStone Funds · 2 share classes
Bonds 57% · Securitized 48%
$3.84B2.9K
iShares MSCI All Country Asia ex Japan ETF
AAXJ · iShares Trust
Stocks 97% · Other 3%
$3.84B920
iShares iBonds Dec 2028 Term Corporate ETF
IBDT · iShares Trust
Bonds 98% · Cash & short-term 4%
$3.83B722
American Beacon Small Cap Value Fund
AVFIX · AMERICAN BEACON FUNDS · 7 share classes
Stocks 97% · Cash & short-term 4%
$3.83B447
JPMorgan Limited Duration Bond ETF
JPLD · J.P. Morgan Exchange-Traded Fund Trust
Securitized 79% · Bonds 19%
$3.83B711
iShares ESG Optimized MSCI USA ETF
SUSA · iShares Trust
Stocks 100% · Cash & short-term 0%
$3.82B172
Nomura Core Equity Fund
WCEAX · IVY FUNDS · 6 share classes
Stocks 98% · Cash & short-term 2%
$3.82B52
Invesco Preferred ETF
PGX · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 1%
$3.82B268
EQ/2000 Managed Volatility Portfolio
EQ Advisors Trust
Stocks 92% · Cash & short-term 6%
$3.81B2.0K
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ · Invesco Exchange-Traded Self-Indexed Fund Trust
Bonds 97% · Cash & short-term 3%
$3.80B233
Fidelity Tax-Free Bond Fund
FTABX · Fidelity Salem Street Trust
Bonds 96% · Cash & short-term 5%
$3.80B1.3K
Columbia Variable Portfolio - Disciplined Core Fund
Columbia Funds Variable Series Trust II
Stocks 98% · Cash & short-term 2%
$3.80B78
Global Macro Portfolio
Cash & short-term 53% · Bonds 32%
$3.80B862
American Funds 2010 Target Date Retirement Income Fund
AAATX · American Funds Target Date Retirement Series · 14 share classes
Stocks 100%
$3.80B16
Fidelity Value Discovery Fund
FVDFX · Fidelity Puritan Trust · 7 share classes
Stocks 99% · Cash & short-term 2%
$3.80B125
Eaton Vance Global Macro Absolute Return Fund
EAGMX · Eaton Vance Mutual Funds Trust · 5 share classes
Stocks 100%
$3.79B1
Franklin FTSE Japan ETF
FLJP · Franklin Templeton ETF Trust
Stocks 100% · Cash & short-term 1%
$3.79B478
SIIT U.S. Equity Factor Allocation Fund
SEHAX · SEI INSTITUTIONAL INVESTMENTS TRUST
Stocks 99% · Derivatives 1%
$3.79B421
PIMCO RAE US Small Fund
PMJIX · PIMCO Equity Series · 3 share classes
Stocks 99% · Cash & short-term 3%
$3.79B332
American Funds College 2036 Fund
CCFAX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$3.79B22
iShares iBonds Dec 2027 Term Corporate ETF
IBDS · iShares Trust
Bonds 98% · Cash & short-term 5%
$3.79B670
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)
PISIX · PIMCO FUNDS · 6 share classes
Securitized 105% · Stocks 22%
$3.78B1.1K
Invesco Dividend Income Fund
IAUTX · AIM Sector Funds (Invesco Sector Funds) · 6 share classes
Stocks 97% · Cash & short-term 3%
$3.78B75
Harbor International Fund
HAINX · HARBOR FUNDS · 4 share classes
Stocks 98%
$3.78B222
iShares Core U.S. REIT ETF
USRT · iShares Trust
Stocks 100% · Cash & short-term 0%
$3.77B129
Tortoise Energy Infrastructure Total Return Fund
TORTX · Tortoise Capital Series Trust · 3 share classes
Stocks 99% · Cash & short-term 1%
$3.77B26
Columbia Variable Portfolio - Overseas Core Fund
Columbia Funds Variable Series Trust II
Stocks 99% · Cash & short-term 1%
$3.77B122
PIMCO Moderate Duration Portfolio
PIMCO FUNDS
Securitized 62% · Bonds 35%
$3.77B781
LVIP JPMorgan Core Bond Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Bonds 59% · Securitized 39%
$3.77B3.1K
iShares Intermediate Government/Credit Bond ETF
GVI · iShares Trust
Bonds 99% · Cash & short-term 1%
$3.76B6.2K
Victory Pioneer Strategic Income Fund
PSRAX · Victory Portfolios IV · 5 share classes
Bonds 67% · Securitized 32%
$3.76B1.3K
Fidelity Worldwide Fund
FWWFX · Fidelity Investment Trust · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.76B197
Blackstone Alternative Multi-Strategy Fund
Blackstone Alternative Investment Funds
Securitized 44% · Stocks 18%
$3.76B8.8K
THRIVENT LARGE CAP VALUE PORTFOLIO
Thrivent Series Fund, Inc.
Stocks 99% · Cash & short-term 1%
$3.75B82
Global X Robotics & Artificial Intelligence ETF
BOTZ · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 3%
$3.74B63
THE JAPANESE SMALL COMPANY SERIES
DFA INVESTMENT TRUST CO
Stocks 100% · Cash & short-term 1%
$3.74B1.6K
HARTFORD CAPITAL APPRECIATION HLS FUND
HIACX · HARTFORD SERIES FUND INC · 3 share classes
Stocks 96% · Cash & short-term 1%
$3.74B120
iShares Latin America 40 ETF
ILF · iShares Trust
Stocks 57% · Other 42%
$3.74B49
EQ/Large Cap Value Managed Volatility Portfolio
EQ Advisors Trust
Stocks 81% · Other 9%
$3.73B934
iShares iBonds Dec 2029 Term Corporate ETF
IBDU · iShares Trust
Bonds 98% · Cash & short-term 5%
$3.73B652
Global Macro Capital Opportunities Portfolio
Stocks 92% · Cash & short-term 5%
$3.72B588
Eaton Vance Emerging and Frontier Countries Equity Fund
EACOX · Eaton Vance Mutual Funds Trust · 2 share classes
Stocks 100%
$3.72B1
Variable Portfolio - Partners Core Bond Fund
Columbia Funds Variable Series Trust II
Bonds 52% · Securitized 46%
$3.71B2.3K
Voya Large Cap Growth Portfolio
IEOPX · Voya Investors Trust · 5 share classes
Stocks 100% · Cash & short-term 0%
$3.71B64
JNL Mid Cap Index Fund
JNL Series Trust
Stocks 99% · Cash & short-term 1%
$3.71B403
Holbrook Income Fund
HOBIX · Two Roads Shared Trust · 2 share classes
Bonds 51% · Securitized 41%
$3.71B296
GLOBAL ALLOCATION 60/40 PORTFOLIO
DGSIX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 100%
$3.70B12
JPMorgan U.S. Large Cap Core Plus Fund
JLPSX · JPMorgan Trust I · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.70B268
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV · iShares, Inc.
Stocks 97% · Cash & short-term 2%
$3.70B338
Baird Strategic Municipal Bond Fund
BSNIX · Baird Funds Inc · 2 share classes
Bonds 99% · Securitized 0%
$3.69B2.2K
AST J.P. Morgan Conservative Multi-Asset Portfolio
Advanced Series Trust
Stocks 98% · Bonds 2%
$3.69B214
VANGUARD MASSACHUSETTS TAX-EXEMPT FUND
VMATX · VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS
Bonds 101% · Derivatives 0%
$3.69B1.1K
Potomac Defensive Bull Fund
CRDBX · PFS Funds · 2 share classes
Stocks 82% · Cash & short-term 11%
$3.67B4
JPMorgan SmartRetirement 2040 Fund
SMTAX · JPMorgan Trust I · 8 share classes
Other 99% · Cash & short-term 1%
$3.67B24
Invesco Charter Fund
CHTRX · AIM Equity Funds (Invesco Equity Funds) · 7 share classes
Stocks 98% · Cash & short-term 2%
$3.67B71
Columbia Small Cap Growth Fund
CGOAX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Stocks 97% · Cash & short-term 3%
$3.67B106
Select Energy Portfolio
FSENX · Fidelity Select Portfolios · 6 share classes
Stocks 99% · Cash & short-term 0%
$3.67B36
VIP Investment Grade Bond II Portfolio
Variable Insurance Products Fund V
Bonds 71% · Securitized 32%
$3.67B4.6K
Victory Income Fund
USAIX · Victory Portfolios III · 4 share classes
Bonds 71% · Securitized 27%
$3.66B1.0K
State Street Target Retirement 2040 Fund
SSCNX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 101% · Cash & short-term 2%
$3.66B7
Schwab S&P 500 Index Portfolio
SWP1Z · SCHWAB ANNUITY PORTFOLIOS
Stocks 100% · Cash & short-term 0%
$3.66B504
SIMT Core Fixed Income Fund
SCXIX · SEI INSTITUTIONAL MANAGED TRUST · 3 share classes
Bonds 91% · Securitized 13%
$3.65B3.0K
JNL/Mellon S&P 400 MidCap Index Fund
JNL Series Trust
Stocks 100%
$3.64B1
iShares iBonds Dec 2026 Term Corporate ETF
IBDR · iShares Trust
Bonds 91% · Cash & short-term 12%
$3.64B375
Fidelity Emerging Markets Equity Central Fund
Fidelity Central Investment Portfolios LLC
Stocks 99% · Cash & short-term 1%
$3.64B244
iShares U.S. Small-Cap Equity Factor ETF
SMLF · iShares Trust
Stocks 99% · Cash & short-term 9%
$3.63B913
Fidelity Short-Term Treasury Bond Index Fund
FUMBX · Fidelity Salem Street Trust
Bonds 98% · Cash & short-term 1%
$3.62B119
Tax-Exempt Fund of California
TAFTX · American Funds Tax Exempt Series II / CA · 6 share classes
Bonds 100% · Securitized 0%
$3.62B1.8K
JPMorgan SmartRetirement Blend 2040 Fund
JOBEX · JPMorgan Trust I · 6 share classes
Other 98% · Cash & short-term 1%
$3.62B16
SIT International Equity Fund
SEEIX · SEI INSTITUTIONAL INTERNATIONAL TRUST · 3 share classes
Stocks 95% · Bonds 2%
$3.62B1.1K
iShares Russell 2500 ETF
SMMD · iShares Trust
Stocks 59% · Other 41%
$3.62B519
Seafarer Overseas Growth and Income Fund
SFGIX · FINANCIAL INVESTORS TRUST · 3 share classes
Stocks 99%
$3.62B54
Janus Henderson Venture Fund
JAVTX · Janus Investment Fund · 7 share classes
Stocks 98% · Cash & short-term 3%
$3.62B146
Destinations Large Cap Equity Fund
DLCFX · Brinker Capital Destinations Trust · 2 share classes
Stocks 98% · Real assets 1%
$3.62B307
T. Rowe Price Tax-Free High Yield Fund
PRFHX · T. ROWE PRICE TAX-FREE HIGH YIELD FUND, INC. · 3 share classes
Bonds 99% · Securitized 0%
$3.62B1.1K
Hartford Dynamic Bond Fund
HDBFX · HARTFORD MUTUAL FUNDS, INC · 7 share classes
Bonds 97% · Cash & short-term 4%
$3.62B255
Floating-Rate Portfolio
Eaton Vance Floating Rate Portfolio/MA
Loans 84% · Cash & short-term 7%
$3.62B586
Fidelity SAI Municipal Income Fund
FSMNX · Fidelity Salem Street Trust
Bonds 97% · Cash & short-term 4%
$3.62B1.8K
iShares International Country Rotation Active ETF
BlackRock ETF Trust
Stocks 100% · Cash & short-term 16%
$3.62B31
Sequoia Fund Inc
SEQUX ·
Stocks 96%
$3.61B25
Lord Abbett Total Return Fund
LTRAX · LORD ABBETT INVESTMENT TRUST · 11 share classes
Bonds 64% · Securitized 51%
$3.61B559
MFS Conservative Allocation Fund
MACFX · MFS SERIES TRUST X · 9 share classes
Stocks 100%
$3.61B22
iShares MSCI Europe Financials ETF
EUFN · iShares Trust
Stocks 99% · Other 0%
$3.60B93
Freedom 100 Emerging Markets ETF
FRDM · EA Series Trust
Stocks 100% · Cash & short-term 1%
$3.60B128
Roundhill Magnificent Seven ETF
MAGS · Listed Funds Trust
Bonds 55% · Stocks 29%
$3.60B23
Aristotle Floating Rate Income Fund
PLFLX · Aristotle Fund Series Trust · 4 share classes
Loans 89% · Cash & short-term 12%
$3.60B139
Invesco S&P International Developed Momentum ETF
IDMO · Invesco Exchange-Traded Fund Trust II
Stocks 99% · Cash & short-term 7%
$3.60B194
Nuveen Lifecycle Index 2060 Fund
TVITX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$3.60B6
GROWTH PORTFOLIO
MSEQX · MORGAN STANLEY INSTITUTIONAL FUND INC · 6 share classes
Stocks 99% · Cash & short-term 2%
$3.59B35
Transamerica Short-Term Bond
TSIWX · TRANSAMERICA FUNDS · 8 share classes
Bonds 75% · Securitized 23%
$3.59B376
AST J.P. Morgan Fixed Income Central Portfolio
Advanced Series Trust
Bonds 57% · Securitized 39%
$3.58B1.3K
JPMorgan SmartRetirement 2030 Fund
JSMAX · JPMorgan Trust I · 8 share classes
Other 99% · Cash & short-term 1%
$3.58B22
JNL/JPMorgan MidCap Growth Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$3.57B115
Select Tech Hardware Portfolio
FDCPX · Fidelity Select Portfolios
Stocks 97% · Cash & short-term 3%
$3.57B41
iShares U.S. Intermediate Credit Bond Index Fund
BlackRock Funds
Bonds 99% · Cash & short-term 7%
$3.57B5.8K
VANGUARD TARGET RETIREMENT 2070 FUND
VSVNX · VANGUARD CHESTER FUNDS
Stocks 99% · Cash & short-term 1%
$3.56B7
Fidelity Advisor Multi-Asset Income Fund
FWATX · Fidelity School Street Trust · 6 share classes
Stocks 56% · Bonds 40%
$3.56B255
Bridge Builder Tax Managed Small/Mid Cap Fund
BBTSX · Bridge Builder Trust
Stocks 95% · Real assets 3%
$3.56B944
iShares Russell Top 200 Value ETF
IWX · iShares Trust
Stocks 100% · Cash & short-term 0%
$3.56B153
Fidelity Freedom 2065 Fund
FFSFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$3.56B48
iShares Defense Industrials Active ETF
BlackRock ETF Trust
Stocks 99% · Cash & short-term 4%
$3.54B113
Empower International Index Fund
MXINX · EMPOWER FUNDS, INC. · 2 share classes
Stocks 99% · Cash & short-term 3%
$3.54B729
Western Asset Core Plus Bond Fund
WACPX · Western Asset Funds Inc · 7 share classes
Securitized 51% · Bonds 51%
$3.54B1.1K
Global X MLP and Energy Infrastructure ETF
MLPX · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 1%
$3.54B29
THE HARTFORD MIDCAP FUND
HFMCX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Stocks 100% · Cash & short-term 0%
$3.54B63
SIIT INTERMEDIATE DURATION CREDIT FUND
SIDCX · SEI INSTITUTIONAL INVESTMENTS TRUST
Bonds 99% · Cash & short-term 1%
$3.54B992
Franklin Small-Mid Cap Growth Fund
FRSGX · Franklin Strategic Series · 5 share classes
Stocks 98% · Cash & short-term 2%
$3.53B85
THRIVENT LARGE CAP VALUE FUND
AAUTX · Thrivent Mutual Funds · 2 share classes
Stocks 97% · Cash & short-term 3%
$3.53B81
MID-CAP INDEX PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 100% · Cash & short-term 0%
$3.53B292
Old Westbury All Cap Core Fund
OWACX · Old Westbury Funds Inc
Stocks 98% · Cash & short-term 3%
$3.52B103
ALPS | Smith Total Return Bond Fund
SMAMX · FINANCIAL INVESTORS TRUST · 4 share classes
Bonds 78% · Securitized 19%
$3.52B1.7K
Multimanager Lifestyle Aggressive Portfolio
JALAX · John Hancock Funds II · 8 share classes
Stocks 99% · Bonds 1%
$3.51B76
JNL/JPMorgan Managed Moderate Growth Fund
JNL Series Trust
Stocks 100%
$3.51B33
Dimensional Global Real Estate ETF
DFGR · Dimensional ETF Trust
Stocks 88% · Other 12%
$3.51B459
DFA INTERNATIONAL VALUE PORTFOLIO III
DFVIX · DIMENSIONAL INVESTMENT GROUP INC
Stocks 100%
$3.51B1
First Trust Alternative Opportunities Fund
Other 34% · Securitized 31%
$3.51B695
JPMorgan Developed International Value Fund
JIESX · JPMorgan Trust I · 7 share classes
Stocks 99% · Cash & short-term 3%
$3.50B287
Invesco Summit Fund
ASMMX · AIM Equity Funds (Invesco Equity Funds) · 7 share classes
Stocks 99% · Cash & short-term 2%
$3.50B61
Nuveen All-American Municipal Bond Fund
FLAAX · Nuveen Municipal Trust · 4 share classes
Bonds 104% · Stocks 1%
$3.50B923
Goldman Sachs International Equity Income Fund
GSAKX · Goldman Sachs Trust · 7 share classes
Stocks 98% · Cash & short-term 3%
$3.50B46
State Street Target Retirement 2045 Fund
SSDDX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 101% · Cash & short-term 0%
$3.50B6
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund
SENCX · Touchstone Strategic Trust · 5 share classes
Stocks 100% · Cash & short-term 1%
$3.50B47
Goldman Sachs Emerging Markets Equity Insights Fund
GERIX · Goldman Sachs Trust · 7 share classes
Stocks 98% · Cash & short-term 1%
$3.49B379
Principal U.S. Mega-Cap ETF
USMC · Principal Exchange-Traded Funds
Stocks 100% · Cash & short-term 0%
$3.49B27
Xtrackers USD High Yield Corporate Bond ETF
HYLB · DBX ETF Trust
Bonds 98% · Cash & short-term 7%
$3.48B1.3K
iShares Morningstar Mid-Cap Growth ETF
IMCG · iShares Trust
Stocks 100% · Cash & short-term 2%
$3.48B273
PGIM Jennison Small Company Fund
PGOAX · Prudential Jennison Small Co Fund, Inc. · 7 share classes
Stocks 98% · Cash & short-term 5%
$3.48B124
CALAMOS STRATEGIC TOTAL RETURN FUND
CSQ ·
Stocks 100% · Bonds 33%
$3.48B804
Nomura Small Cap Value Fund
DEVLX · Delaware Group Equity Funds V · 5 share classes
Stocks 99% · Cash & short-term 1%
$3.48B106
Invesco BulletShares 2028 Corporate Bond ETF
BSCS · Invesco Exchange-Traded Self-Indexed Fund Trust
Bonds 99% · Cash & short-term 8%
$3.48B470
Nuveen Dividend Value Fund
FFEIX · Nuveen Investment Funds, Inc. · 4 share classes
Stocks 100% · Cash & short-term 0%
$3.48B69
State Street Target Retirement 2030 Fund
SSBWX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 102% · Cash & short-term 3%
$3.48B12
State Street(R) SPDR(R) S&P(R) Semiconductor ETF
XSD · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 8%
$3.48B48
iShares Core 60/40 Balanced Allocation ETF
AOR · iShares Trust
Other 100% · Cash & short-term 1%
$3.48B9
SAM Conservative Growth Portfolio
SAGPX · Principal Funds, Inc · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.47B27
PGIM Absolute Return Bond Fund
PADAX · Prudential Investment Portfolios 9 · 4 share classes
Bonds 53% · Securitized 35%
$3.47B986
State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 1%
$3.47B1.0K
Franklin Managed Income Fund
FBLAX · Franklin Investors Securities Trust · 5 share classes
Stocks 43% · Bonds 42%
$3.47B173
Invesco Ultra Short Duration ETF
GSY · Invesco Actively Managed Exchange-Traded Fund Trust
Bonds 81% · Securitized 18%
$3.47B388
HARTFORD DIVIDEND AND GROWTH HLS FUND
HIADX · HARTFORD SERIES FUND INC · 2 share classes
Stocks 99% · Cash & short-term 1%
$3.46B72
Nuveen AMT-Free Quality Municipal Income Fund
NEA ·
Bonds 166%
$3.46B1.1K
Federated Hermes MDT All Cap Core Fund
QAACX · Federated Hermes MDT Series · 4 share classes
Stocks 98% · Cash & short-term 2%
$3.46B176
Columbia Intrinsic Value Fund
INDZX · Columbia Funds Series Trust II · 5 share classes
Stocks 97% · Cash & short-term 3%
$3.46B58
Franklin Gold And Precious Metals Fund
FKRCX · Franklin Gold and Precious Metals Fund · 4 share classes
Stocks 98% · Other 1%
$3.45B254
NVIT Loomis Core Bond Fund
Nationwide Variable Insurance Trust
Bonds 57% · Securitized 42%
$3.45B748
iShares MSCI United Kingdom ETF
EWU · iShares Trust
Stocks 99% · Other 0%
$3.45B76
THRIVENT AGGRESSIVE ALLOCATION FUND
TAAAX · Thrivent Mutual Funds · 2 share classes
Stocks 46% · Other 39%
$3.44B1.1K
Pacer US Small Cap Cash Cows 100 ETF
CALF · Pacer Funds Trust
Stocks 100% · Cash & short-term 6%
$3.44B202
Eventide Gilead Fund
ETGLX · MUTUAL FUND SERIES TRUST · 4 share classes
Stocks 94% · Cash & short-term 4%
$3.44B77
Kopernik Global All-Cap Fund
KGGAX · ADVISORS' INNER CIRCLE FUND II · 2 share classes
Stocks 82% · Cash & short-term 16%
$3.44B145
Ironwood Multi-Strategy Fund LLC
Other 100%
$3.43B1
Franklin Mutual Beacon Fund
TEBIX · Franklin Mutual Series Funds · 4 share classes
Stocks 99% · Cash & short-term 1%
$3.43B40
JPMorgan SmartRetirement 2035 Fund
SRJAX · JPMorgan Trust I · 8 share classes
Other 99% · Cash & short-term 1%
$3.43B24
JNL/BlackRock Global Allocation Fund
JNL Series Trust
Stocks 70% · Bonds 12%
$3.43B2.0K
VIP Investment Grade Central Fund
Fidelity Garrison Street Trust
Bonds 70% · Securitized 33%
$3.42B2.1K
PIMCO Total Return Portfolio
Brighthouse Funds Trust I
Bonds 76% · Securitized 62%
$3.42B1.4K
INTERNATIONAL PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 97% · Cash & short-term 2%
$3.42B127
EQ/Aggressive Allocation Portfolio
EQ Advisors Trust
Other 100%
$3.42B36
iShares International Equity Factor ETF
INTF · iShares Trust
Stocks 98% · Other 1%
$3.42B498
Invesco Rising Dividends Fund
AIM Equity Funds (Invesco Equity Funds)
Stocks 99% · Cash & short-term 1%
$3.41B74
iShares U.S. Financials ETF
IYF · iShares Trust
Stocks 100% · Cash & short-term 0%
$3.41B146
Amplify Junior Silver Miners ETF
Amplify ETF Trust
Stocks 100% · Cash & short-term 10%
$3.40B66
BlackRock Core Bond Portfolio
BlackRock Funds V
Securitized 57% · Bonds 49%
$3.40B4.0K
Hartford Schroders International Multi-Cap Value Fund
SIDVX · HARTFORD MUTUAL FUNDS II, INC · 9 share classes
Stocks 94% · Cash & short-term 3%
$3.40B483
Putnam Small Cap Growth Fund
PNSAX · Putnam Funds Trust · 3 share classes
Stocks 97% · Cash & short-term 11%
$3.40B110
U.S. Growth Fund
JSGAX · John Hancock Funds III · 7 share classes
Stocks 100% · Cash & short-term 0%
$3.39B49
Fidelity Advisor Limited Term Bond Fund
FDIAX · Fidelity Advisor Series II · 6 share classes
Bonds 84% · Securitized 14%
$3.39B1.1K
Transamerica Goldman Sachs Managed Risk - Balanced ETF VP
TRANSAMERICA SERIES TRUST
Stocks 100% · Cash & short-term 5%
$3.39B14
Advantage Advisers Xanthus Fund, L.L.C.
Stocks 58% · Derivatives 18%
$3.38B174
MetLife Aggregate Bond Index Portfolio
Brighthouse Funds Trust II
Bonds 74% · Securitized 25%
$3.38B1.7K
T. Rowe Price Retirement 2010 Fund
TRRAX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 98% · Cash & short-term 1%
$3.38B26
State Street Aggregate Bond Index Fund
SSFCX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 100%
$3.37B1
Short-Term Income Fund
SRHQX · Principal Funds, Inc · 6 share classes
Bonds 61% · Securitized 37%
$3.37B442
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG · First Trust Exchange-Traded Fund IV
Stocks 100% · Cash & short-term 0%
$3.37B139
Calamos Growth & Income Fund
CVTRX · CALAMOS INVESTMENT TRUST/IL · 4 share classes
Stocks 78% · Bonds 19%
$3.37B152
SA Large Cap Index Portfolio
SUNAMERICA SERIES TRUST
Stocks 100% · Derivatives 0%
$3.36B507
T. Rowe Price Total Equity Market Index Fund
POMIX · T. ROWE PRICE INDEX TRUST, INC.
Stocks 100% · Cash & short-term 0%
$3.36B1.1K
CTIVP - Fidelity Institutional AM Total Bond Fund
Columbia Funds Variable Series Trust II
Bonds 66% · Securitized 27%
$3.36B1.8K
BlackRock Strategic Municipal Opportunities Fund
BlackRock Municipal Series Trust
Bonds 98% · Cash & short-term 9%
$3.35B548
Invesco International Growth Fund
AIM International Mutual Funds (Invesco International Mutual Funds)
Stocks 96% · Cash & short-term 8%
$3.35B60
Calvert Equity Fund
CSIEX · Calvert Social Investment Fund · 4 share classes
Stocks 99% · Cash & short-term 2%
$3.35B64
Pacer Global Cash Cows Dividend ETF
GCOW · Pacer Funds Trust
Stocks 99% · Cash & short-term 1%
$3.35B103
PIMCO Emerging Markets Local Currency and Bond Fund
PELAX · PIMCO FUNDS · 5 share classes
Bonds 96% · Cash & short-term 0%
$3.34B1.3K
MFS Limited Maturity Fund
MQLIX · MFS Series Trust IX · 9 share classes
Bonds 73% · Securitized 24%
$3.34B397
PIMCO Long-Term Credit Bond Fund
PTCIX · PIMCO FUNDS · 2 share classes
Bonds 106% · Securitized 13%
$3.34B1.2K
Free Market Fixed Income Fund
FMFIX · RBB Fund, Inc.
Stocks 99% · Cash & short-term 5%
$3.33B10
Bluerock Private Real Estate Fund
BPRE ·
Real assets 77% · Cash & short-term 24%
$3.33B43
PIMCO Sector Fund Series - I
PIMCO FUNDS
Bonds 97% · Securitized 19%
$3.33B1.3K
LVIP American Growth Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 100%
$3.33B1
Fidelity OTC K6 Portfolio
FOKFX · Fidelity Securities Fund
Stocks 100% · Cash & short-term 0%
$3.33B127
BNY Mellon International Stock Fund
DISAX · BNY Mellon Strategic Funds, Inc. · 4 share classes
Stocks 99% · Cash & short-term 0%
$3.32B45
PGIM Jennison Utility Fund
PRUAX · Prudential Sector Funds, Inc. · 5 share classes
Stocks 99% · Cash & short-term 2%
$3.32B31
BlackRock S&P 500 Index V.I. Fund
BlackRock Variable Series Funds, Inc.
Stocks 100% · Cash & short-term 1%
$3.32B508
Columbia Variable Portfolio - Cornerstone Equity Fund
Columbia Funds Variable Series Trust II
Stocks 99% · Cash & short-term 1%
$3.32B57
First Trust Smith Opportunistic Fixed Income ETF
FIXD · First Trust Exchange-Traded Fund VIII
Bonds 77% · Securitized 20%
$3.32B489
Embark Commodity Strategy Fund
ECSQX · Harbor Funds II · 2 share classes
Bonds 52% · Cash & short-term 28%
$3.32B223
PIMCO Emerging Markets Bond Fund
PEBIX · PIMCO FUNDS · 5 share classes
Bonds 92% · Cash & short-term 0%
$3.31B1.2K
Goldman Sachs Emerging Markets Equity Fund
GEMIX · Goldman Sachs Trust · 7 share classes
Stocks 100% · Cash & short-term 0%
$3.30B128
JNL Moderate Growth Allocation Fund
JNL Series Trust
Stocks 100%
$3.30B31
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND
ALARX · ALGER INSTITUTIONAL FUNDS · 4 share classes
Stocks 99% · Cash & short-term 1%
$3.30B90
Fidelity Series International Small Cap Fund
FSTSX · Fidelity Investment Trust
Stocks 97% · Cash & short-term 3%
$3.30B202
Franklin Income VIP Fund
Franklin Templeton Variable Insurance Products Trust
Bonds 55% · Stocks 36%
$3.30B304
Fidelity Advisor Freedom 2035 Fund
FATHX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$3.29B48
Adams Diversified Equity Fund, Inc.
ADX ·
Stocks 99% · Cash & short-term 1%
$3.29B107
Franklin California High Yield Municipal Fund
FCAMX · Franklin Municipal Securities Trust · 5 share classes
Bonds 99% · Securitized 1%
$3.29B803
U.S. Total Bond Index Master Portfolio
Master Investment Portfolio
Bonds 73% · Securitized 25%
$3.28B9.8K
iShares MSCI Global Min Vol Factor ETF
ACWV · iShares, Inc.
Stocks 99% · Cash & short-term 1%
$3.28B418
DFA International Real Estate Securities Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 102% · Cash & short-term 3%
$3.28B325
Janus Henderson Global Select Fund
JORNX · Janus Investment Fund · 8 share classes
Stocks 99% · Cash & short-term 0%
$3.28B62
First Trust Smith Unconstrained Bond ETF
UCON · First Trust Exchange-Traded Fund VIII
Bonds 82% · Securitized 14%
$3.28B505
Nuveen Lifecycle 2025 Fund
TCLFX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$3.28B24
Fidelity Real Estate Investment Portfolio
FRESX · Fidelity Select Portfolios · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.27B45
iShares U.S. Aggregate Bond Index Fund
WFBIX · BlackRock Funds III
Stocks 100%
$3.27B1
Victory Market Neutral Income Fund
CBHAX · Victory Portfolios II · 4 share classes
Stocks 89% · Cash & short-term 1%
$3.27B433
Artisan Global Value Fund
ARTGX · Artisan Partners Funds Inc. · 3 share classes
Stocks 93% · Cash & short-term 6%
$3.26B46
iShares U.S. Equity Factor ETF
LRGF · iShares Trust
Stocks 100% · Cash & short-term 1%
$3.26B296
Fidelity Advisor Freedom 2040 Fund
FAFFX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$3.26B48
Apollo Diversified Real Estate Fund
APOLLO DIVERSIFIED REAL ESTATE FUND
Real assets 72% · Stocks 26%
$3.26B96
Lord Abbett High Yield Fund
LHYAX · LORD ABBETT INVESTMENT TRUST · 10 share classes
Bonds 93% · Cash & short-term 5%
$3.26B699
JPMorgan SmartRetirement Blend 2045 Fund
JMSSX · JPMorgan Trust I · 6 share classes
Other 98% · Cash & short-term 2%
$3.25B16
Xtrackers MSCI USA Climate Action Equity ETF
USCA · DBX ETF Trust
Stocks 99% · Cash & short-term 0%
$3.25B407
DIAMOND HILL CORE BOND FUND
DHRAX · Diamond Hill Funds · 3 share classes
Securitized 62% · Bonds 37%
$3.25B1.1K
JPMorgan SmartRetirement Blend 2030 Fund
JRBEX · JPMorgan Trust I · 6 share classes
Other 71% · Bonds 16%
$3.24B1.1K
Multi-Manager International Equity Strategies Fund
CMIEX · COLUMBIA FUNDS SERIES TRUST I
Stocks 98% · Cash & short-term 1%
$3.23B561
THRIVENT LARGE CAP GROWTH PORTFOLIO
Thrivent Series Fund, Inc.
Stocks 98% · Cash & short-term 2%
$3.23B45
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD · Invesco Exchange-Traded Fund Trust II
Stocks 99% · Cash & short-term 5%
$3.23B56
Janus Henderson Short Duration Income ETF
VNLA · Janus Detroit Street Trust
Bonds 74% · Securitized 16%
$3.22B340
Principal LifeTime 2050 Fund
PTERX · Principal Funds, Inc · 5 share classes
Stocks 100%
$3.22B15
Nuveen Inflation Linked Bond Fund
TIILX · TIAA-CREF Funds · 6 share classes
Bonds 98% · Securitized 1%
$3.21B46
BNY Mellon Stock Index Fund, Inc.
BNY MELLON STOCK INDEX FUND, INC.
Stocks 99% · Cash & short-term 1%
$3.21B506
ClearBridge Select Fund
LCLAX · Legg Mason Partners Investment Trust · 6 share classes
Stocks 96% · Cash & short-term 3%
$3.21B89
Pacer Trendpilot US Large Cap ETF
PTLC · Pacer Funds Trust
Stocks 100% · Cash & short-term 1%
$3.21B506
AQR Managed Futures Strategy Fund
AQMIX · AQR Funds · 3 share classes
Stocks 0% · Cash & short-term 74%
$3.20B1.7K
Strategic Equity Allocation Trust
JAFVX · John Hancock Variable Insurance Trust
Stocks 95% · Cash & short-term 4%
$3.20B3.3K
Fidelity Enhanced Large Cap Value ETF
FELV · Fidelity Covington Trust
Stocks 98% · Bonds 1%
$3.20B357
American Funds College Enrollment Fund
CENAX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$3.20B6
Artisan Mid Cap Fund
APHMX · Artisan Partners Funds Inc. · 3 share classes
Stocks 96% · Cash & short-term 3%
$3.19B64
Capital Group Municipal High-Income ETF
CGHM · Capital Group Fixed Income ETF Trust
Bonds 99% · Securitized 1%
$3.18B3.5K
The Institutional U.S. Equity Portfolio
HCIGX · HC Capital Trust
Stocks 67% · Cash & short-term 17%
$3.18B1.1K
Putnam Dynamic Asset Allocation Balanced Fund
PABAX · Putnam Asset Allocation Funds · 5 share classes
Stocks 78% · Securitized 11%
$3.17B2.3K
Fidelity Real Estate Index Fund
FSRNX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 1%
$3.17B152
VANGUARD GLOBAL WELLINGTON FUND
VGWAX · VANGUARD WORLD FUND · 2 share classes
Stocks 66% · Bonds 27%
$3.16B668
Goldman Sachs MarketBeta U.S. Equity ETF
GSUS · Goldman Sachs ETF Trust
Stocks 100% · Cash & short-term 0%
$3.16B414
Eaton Vance Tax-Managed Growth Fund 1.1
ETTGX · Eaton Vance Mutual Funds Trust · 3 share classes
Stocks 100%
$3.15B1
VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND
VNJTX · VANGUARD NEW JERSEY TAX-FREE FUNDS · 2 share classes
Bonds 99% · Securitized 0%
$3.14B1.0K
PGIM Securitized Credit Fund
SCFZX · Prudential Investment Portfolios 8 · 4 share classes
Securitized 96% · Bonds 6%
$3.14B660
Eaton Vance Short Duration Government Income Fund
EALDX · Eaton Vance Mutual Funds Trust · 3 share classes
Securitized 129% · Bonds 3%
$3.14B836
Fidelity Advisor Freedom 2030 Fund
FAFEX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$3.14B48
COHEN & STEERS INFRASTRUCTURE FUND INC
UTF ·
Stocks 116% · Bonds 22%
$3.13B315
AB Small Cap Growth Portfolio
QUASX · AB CAP FUND, INC. · 7 share classes
Stocks 97% · Cash & short-term 7%
$3.13B115
Lord Abbett Short Duration High Income Municipal Bond Fund
SDHAX · LORD ABBETT MUNICIPAL INCOME FUND INC · 5 share classes
Bonds 99% · Derivatives 0%
$3.13B558
Schwab Treasury Inflation Protected Securities Index Fund
SWRSX · SCHWAB INVESTMENTS
Bonds 100% · Cash & short-term 0%
$3.13B49
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
VSTCX · VANGUARD HORIZON FUNDS
Stocks 99% · Cash & short-term 1%
$3.13B658
Large Cap Equity Fund
AFDIX · American Century Mutual Funds, Inc. · 9 share classes
Stocks 100%
$3.13B102
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO
Thrivent Series Fund, Inc.
Other 47% · Stocks 18%
$3.12B1.3K
Allspring Growth Fund
WGFCX · ALLSPRING FUNDS TRUST · 5 share classes
Stocks 100% · Cash & short-term 0%
$3.12B66
State Street(R) SPDR Nuveen ICE Municipal Bond ETF
TFI · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 0%
$3.12B1.9K
JPMorgan Hedged Equity 3 Fund
JHTRX · JPMorgan Trust IV · 5 share classes
Stocks 88% · Cash & short-term 12%
$3.12B154
Aristotle Core Income Fund
PLIAX · Aristotle Fund Series Trust · 5 share classes
Bonds 61% · Securitized 30%
$3.12B480
Nuveen Preferred & Income Opportunities Fund
JPC ·
Bonds 137% · Stocks 13%
$3.12B260
NYLIM VP MacKay High Yield Corporate Bond Portfolio
NYLIM VP FUNDS TRUST
Bonds 89% · Loans 5%
$3.12B666
EQ/Balanced Strategy Portfolio
EQ Advisors Trust
Other 100%
$3.12B9
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG ·
Stocks 101% · Cash & short-term 0%
$3.11B99
MFS Municipal Limited Maturity Fund
MTLFX · MFS Series Trust IX · 5 share classes
Bonds 97% · Cash & short-term 4%
$3.11B1.1K
Schwab Fundamental International Small Equity ETF
FNDC · SCHWAB STRATEGIC TRUST
Stocks 99% · Cash & short-term 5%
$3.11B1.6K
PRIMECAP PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 97% · Cash & short-term 3%
$3.11B132
Global X S&P 500 Covered Call ETF
XYLD · GLOBAL X FUNDS
Stocks 102%
$3.11B505
GQG PARTNERS GLOBAL QUALITY EQUITY FUND
GQRRX · ADVISORS' INNER CIRCLE III · 3 share classes
Stocks 98% · Cash & short-term 2%
$3.10B58
JNL International Index Fund
JNL Series Trust
Stocks 99% · Cash & short-term 1%
$3.10B635
Transamerica JPMorgan Asset Allocation - Moderate Growth VP
TRANSAMERICA SERIES TRUST
Stocks 95% · Bonds 2%
$3.10B45
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX · STATE STREET INSTITUTIONAL INVESTMENT TRUST
Stocks 98% · Cash & short-term 6%
$3.10B2.5K
Franklin Templeton Moderately Aggressive Model Portfolio
QLMADX · Legg Mason Partners Variable Equity Trust · 2 share classes
Stocks 99% · Cash & short-term 1%
$3.10B30
Fidelity Freedom Blend 2055 Fund
FHUEX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$3.10B46
State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB · SPDR SERIES TRUST
Bonds 98% · Cash & short-term 1%
$3.09B1.9K
Columbia Large Cap Index Fund
NEIAX · COLUMBIA FUNDS SERIES TRUST · 4 share classes
Stocks 99% · Cash & short-term 1%
$3.09B506
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI · PIMCO ETF Trust
Bonds 97% · Securitized 2%
$3.09B647
JNL/Mellon International Index Fund
JNL Series Trust
Stocks 100%
$3.08B1
AMG Yacktman Focused Fund
YAFFX · AMG Funds · 2 share classes
Stocks 85% · Cash & short-term 9%
$3.08B55
Emerging Markets Equity Index Fund
NOEMX · Northern Funds
Stocks 98% · Derivatives 3%
$3.08B1.2K
AB HIGH INCOME FUND INC
AGDAX · · 5 share classes
Bonds 89% · Loans 7%
$3.08B1.1K
Fidelity SAI Enhanced Core Bond Fund
FECBX · Fidelity Salem Street Trust
Bonds 76% · Securitized 30%
$3.08B793
MFS Aggressive Growth Allocation Fund
MAAGX · MFS SERIES TRUST X · 9 share classes
Stocks 100%
$3.08B16
Eaton Vance Floating-Rate Fund
EABLX · Eaton Vance Mutual Funds Trust · 5 share classes
Stocks 101%
$3.07B1
LVIP State Street International Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 97% · Cash & short-term 2%
$3.07B680
FT Vest Rising Dividend Achievers Target Income ETF
RDVI · First Trust Exchange-Traded Fund IV
Stocks 100% · Cash & short-term 0%
$3.07B75
EQ/JPMorgan Growth Stock Portfolio
EQ Advisors Trust
Stocks 94%
$3.07B78
Harbor Commodity All-Weather Strategy ETF
HGER · Harbor ETF Trust
Bonds 84% · Derivatives 4%
$3.07B22
Column Mid Cap Select Fund
CFMSX · Trust for Professional Managers
Stocks 96% · Cash & short-term 4%
$3.07B197
VanEck Fallen Angel High Yield Bond ETF
ANGL · VanEck ETF Trust
Bonds 98% · Cash & short-term 9%
$3.07B133
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA · FlexShares Trust
Stocks 99% · Cash & short-term 4%
$3.07B215
State Street Target Retirement 2050 Fund
SSDJX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 101% · Cash & short-term 0%
$3.06B6
Columbia Total Return Bond Fund
LIBAX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Securitized 67% · Bonds 29%
$3.06B1.2K
Victory Cornerstone Moderately Aggressive Fund
USCRX · Victory Portfolios III
Other 72% · Stocks 27%
$3.06B410
Franklin U.S. Core Bond ETF
FLCB · Franklin Templeton ETF Trust
Bonds 64% · Securitized 46%
$3.06B599
NVIT American Funds Bond Fund
Nationwide Variable Insurance Trust
Other 100%
$3.06B1
THRIVENT CORE SHORT-TERM RESERVE FUND
Thrivent Core Funds
Cash & short-term 80% · Bonds 20%
$3.05B193
PIMCO Diversified Income Fund
PDIIX · PIMCO FUNDS · 7 share classes
Bonds 67% · Securitized 31%
$3.05B1.4K
iShares Core 80/20 Aggressive Allocation ETF
AOA · iShares Trust
Other 100% · Cash & short-term 0%
$3.05B10
Fidelity SAI Emerging Markets Low Volatility Index Fund
FGKPX · Fidelity Salem Street Trust
Stocks 99% · Cash & short-term 1%
$3.05B173
ProShares Ultra Semiconductors
USD · ProShares Trust
Derivatives 37% · Other 28%
$3.05B44
iShares iBonds Dec 2030 Term Corporate ETF
IBDV · iShares Trust
Bonds 98% · Cash & short-term 8%
$3.04B732
Small Cap Value Fund
ASVIX · American Century Capital Portfolios, Inc. · 9 share classes
Stocks 100% · Cash & short-term 2%
$3.04B113
Columbia Select Mid Cap Value Fund
CMUAX · COLUMBIA FUNDS SERIES TRUST · 7 share classes
Stocks 98% · Cash & short-term 2%
$3.04B49
HARTFORD DISCIPLINED EQUITY HLS FUND
HIAGX · HARTFORD SERIES FUND INC · 3 share classes
Stocks 99% · Cash & short-term 0%
$3.03B77
Franklin FTSE Taiwan ETF
FLTW · Franklin Templeton ETF Trust
Stocks 100% · Cash & short-term 0%
$3.03B133
TCW Flexible Income ETF
TCW ETF Trust
Securitized 74% · Bonds 26%
$3.03B1.6K
iShares U.S. Medical Devices ETF
IHI · iShares Trust
Stocks 100% · Cash & short-term 2%
$3.02B50
Columbia Select Large Cap Value Fund
SLVAX · Columbia Funds Series Trust II · 7 share classes
Stocks 99% · Cash & short-term 1%
$3.02B41
Global Opportunity Portfolio
MGGIX · MORGAN STANLEY INSTITUTIONAL FUND INC · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.01B38
Bond Index Fund
NOBOX · Northern Funds
Bonds 74% · Securitized 25%
$3.01B4.2K
THRIVENT MID CAP STOCK FUND
AASCX · Thrivent Mutual Funds · 2 share classes
Stocks 97% · Cash & short-term 2%
$3.01B67
American Beacon Large Cap Value Fund
AADEX · AMERICAN BEACON FUNDS · 7 share classes
Stocks 97% · Cash & short-term 3%
$3.01B164
Fidelity High Income Fund
SPHIX · Fidelity Summer Street Trust · 6 share classes
Bonds 83% · Cash & short-term 17%
$3.00B741
Fidelity Freedom 2010 Fund
FFFCX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$3.00B47
iShares Climate Conscious & Transition MSCI USA ETF
USCL · iShares Trust
Stocks 100% · Cash & short-term 0%
$3.00B273
Fidelity Limited Term Municipal Income Fund
FSTFX · Fidelity Municipal Trust · 6 share classes
Bonds 98% · Cash & short-term 2%
$3.00B971
Fidelity Advisor Capital and Income Fund
FAHYX · Fidelity Advisor Series I · 5 share classes
Bonds 40% · Stocks 32%
$3.00B697
Nomura Mid Cap Growth Fund
WMGRX · IVY FUNDS · 6 share classes
Stocks 99% · Cash & short-term 1%
$3.00B67
U.S. Strategic Equity Fund
RSEAX · RUSSELL INVESTMENT CO · 6 share classes
Stocks 97% · Cash & short-term 2%
$2.99B528
Fidelity Series Intrinsic Opportunities Fund
FDMLX · Fidelity Puritan Trust
Stocks 95% · Cash & short-term 5%
$2.99B269
Wasatch Core Growth Fund
WGROX · WASATCH FUNDS TRUST · 2 share classes
Stocks 99%
$2.98B52
Templeton Global Bond Fund
TPINX · Templeton Income Trust · 5 share classes
Bonds 78% · Cash & short-term 20%
$2.98B63
VOYA U.S. STOCK INDEX PORTFOLIO
INGIX · Voya Investors Trust · 4 share classes
Stocks 98% · Cash & short-term 2%
$2.98B516
Select Medical Technology and Devices Portfolio
FSMEX · Fidelity Select Portfolios
Stocks 100% · Cash & short-term 3%
$2.98B66
Strategic Advisers Tax-Sensitive Short Duration Fund
FGNSX · Fidelity Rutland Square Trust II
Bonds 84% · Stocks 15%
$2.97B1.2K
EQ/Mid Cap Index Portfolio
EQ Advisors Trust
Stocks 99% · Cash & short-term 1%
$2.97B406
Baillie Gifford International Growth Fund
BGETX · Baillie Gifford Funds · 6 share classes
Stocks 100%
$2.97B63
The Jensen Quality Growth Fund Inc
JENSX · The Jensen Quality Growth Fund Inc. · 4 share classes
Stocks 100% · Cash & short-term 0%
$2.97B28
State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF
FLRN · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 3%
$2.97B539
Bond Market Index Fund
PNIIX · Principal Funds, Inc · 4 share classes
Bonds 73% · Securitized 25%
$2.96B4.1K
Brighthouse Asset Allocation 40 Portfolio
Brighthouse Funds Trust II
Stocks 100%
$2.96B38
VIP FundsManager 70% Portfolio
Variable Insurance Products Fund V
Stocks 96% · Cash & short-term 4%
$2.96B40
Allspring Special Small Cap Value Fund
ESPAX · ALLSPRING FUNDS TRUST · 5 share classes
Stocks 98% · Cash & short-term 2%
$2.96B109
Franklin Convertible Securities Fund
FISCX · Franklin Investors Securities Trust · 4 share classes
Bonds 74% · Stocks 22%
$2.96B74
Templeton World Fund
TEMWX · Templeton Funds · 4 share classes
Stocks 98% · Cash & short-term 1%
$2.95B51
Dimensional US Core Equity 1 ETF
DCOR · Dimensional ETF Trust
Stocks 100% · Cash & short-term 3%
$2.95B2.4K
Franklin Global Allocation Fund
FFALX · Franklin Fund Allocator Series · 5 share classes
Stocks 58% · Bonds 27%
$2.95B295
American Funds Aggressive Allocation Portfolio
Brighthouse Funds Trust I
Stocks 100%
$2.95B14
WisdomTree U.S. Value Fund
WTV · WisdomTree Trust
Stocks 100% · Cash & short-term 1%
$2.95B126
AST Preservation Asset Allocation Portfolio
Advanced Series Trust
Stocks 74% · Bonds 19%
$2.94B2.0K
MFS Blended Research Mid Cap Equity Fund
BMSFX · MFS Series Trust X · 9 share classes
Stocks 99% · Cash & short-term 0%
$2.93B160
Focused Large Cap Value Fund
ALVIX · American Century Capital Portfolios, Inc. · 8 share classes
Stocks 99% · Cash & short-term 1%
$2.93B55
VANGUARD DIVERSIFIED EQUITY FUND
VDEQX · VANGUARD TRUSTEES' EQUITY FUND
Stocks 100%
$2.93B7
T. Rowe Price Ultra Short-Term Bond Fund
TRBUX · T. ROWE PRICE SHORT-TERM BOND FUND, INC. · 3 share classes
Bonds 67% · Securitized 34%
$2.93B545
Parametric Commodity Strategy Fund
EIPCX · Eaton Vance Mutual Funds Trust · 2 share classes
Bonds 72% · Cash & short-term 15%
$2.92B81
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
MDYG · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 4%
$2.92B244
iShares Morningstar Growth ETF
ILCG · iShares Trust
Stocks 100% · Cash & short-term 1%
$2.92B332
THRIVENT SMALL CAP STOCK FUND
AASMX · Thrivent Mutual Funds · 2 share classes
Stocks 97% · Cash & short-term 2%
$2.92B87
NYLI MacKay Short Duration High Income Fund
MDHAX · NEW YORK LIFE INVESTMENTS FUNDS TRUST · 5 share classes
Bonds 83% · Loans 13%
$2.92B458
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
XOP · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 3%
$2.91B53
DFA Global Core Plus Fixed Income Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 97% · Securitized 9%
$2.91B668
Artisan Developing World Fund
ARTYX · Artisan Partners Funds Inc. · 3 share classes
Stocks 98% · Cash & short-term 1%
$2.91B45
Lord Abbett Credit Opportunities Fund
LARAX ·
Bonds 53% · Securitized 24%
$2.91B225
iShares U.S. Long Government Bond Index Fund
BlackRock Funds
Bonds 99% · Cash & short-term 9%
$2.91B104
PIMCO StocksPLUS Fund
PSTKX · PIMCO FUNDS · 7 share classes
Securitized 53% · Bonds 41%
$2.90B813
SHORT-TERM INVESTMENT-GRADE PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Bonds 91% · Securitized 8%
$2.90B2.3K
SIIT LONG DURATION CREDIT BOND FUND
SLDAX · SEI INSTITUTIONAL INVESTMENTS TRUST
Bonds 99% · Derivatives 10%
$2.90B1.1K
AB DISCOVERY GROWTH FUND, INC.
CHCLX · · 5 share classes
Stocks 99% · Cash & short-term 3%
$2.90B91
Loomis Sayles Growth Portfolio
Brighthouse Funds Trust I
Stocks 99% · Cash & short-term 3%
$2.90B53
Franklin High Income Fund
FHAIX · Franklin High Income Trust · 6 share classes
Bonds 95% · Cash & short-term 3%
$2.90B360
JPMorgan SmartRetirement 2045 Fund
JSACX · JPMorgan Trust I · 8 share classes
Other 99% · Cash & short-term 1%
$2.90B24
Ariel Fund
ARGFX · Ariel Investment Trust · 2 share classes
Stocks 99% · Cash & short-term 1%
$2.90B36
PSF PGIM 50/50 Balanced Portfolio
Prudential Series Fund
Stocks 51% · Securitized 19%
$2.89B1.8K
JNL Small Cap Index Fund
JNL Series Trust
Stocks 99% · Cash & short-term 2%
$2.89B608
Guggenheim Core Bond Fund
SIUSX · Guggenheim Funds Trust · 4 share classes
Bonds 55% · Securitized 48%
$2.89B1.1K
Invesco Variable Rate Preferred ETF
VRP · Invesco Exchange-Traded Fund Trust II
Bonds 85% · Stocks 13%
$2.89B346
Tax-Advantaged Ultra-Short Fixed Income Fund
NTAUX · Northern Funds
Bonds 101% · Securitized 2%
$2.89B660
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE · J.P. Morgan Exchange-Traded Fund Trust
Stocks 95% · Cash & short-term 6%
$2.89B660
AB Disruptors ETF
FWD · AB Active ETFs, Inc.
Stocks 96% · Cash & short-term 4%
$2.89B116
Fidelity Advisor Health Care Fund
FACDX · Fidelity Advisor Series VII · 5 share classes
Stocks 100% · Cash & short-term 2%
$2.89B138
Calvert Short Duration Income Fund
CSDAX · Calvert Fund · 4 share classes
Bonds 50% · Securitized 43%
$2.88B454
DIAMOND HILL LARGE CAP FUND
DHLAX · Diamond Hill Funds · 3 share classes
Stocks 100% · Cash & short-term 6%
$2.88B51
Invesco RAFI US 1500 Small-Mid ETF
PRFZ · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 32%
$2.88B1.5K
JPMorgan Small Cap Equity Fund
VSEIX · JPMorgan Trust I · 8 share classes
Stocks 98% · Cash & short-term 5%
$2.88B120
Federated Hermes Kaufmann Small Cap Fund
FKASX · Federated Hermes Equity Funds · 5 share classes
Stocks 97% · Derivatives 2%
$2.88B160
Select Bond Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC
Bonds 56% · Securitized 44%
$2.87B958
Jennison Growth Portfolio
Brighthouse Funds Trust II
Stocks 100% · Cash & short-term 1%
$2.87B59
AQR Equity Market Neutral Fund
QMNIX · AQR Funds · 3 share classes
Stocks 7% · Cash & short-term 56%
$2.87B1.9K
Transamerica US Growth
TADAX · TRANSAMERICA FUNDS · 5 share classes
Stocks 99% · Cash & short-term 1%
$2.87B62
Gabelli Dividend & Income Trust
GDV ·
Stocks 108% · Bonds 10%
$2.86B728
iShares Dow Jones U.S. ETF
IYY · iShares Trust
Stocks 100% · Cash & short-term 1%
$2.86B965
Franklin Total Return Fund
FKBAX · Franklin Investors Securities Trust · 5 share classes
Bonds 63% · Securitized 54%
$2.86B3.0K
T. Rowe Price New Era Fund
PRNEX · T. ROWE PRICE NEW ERA FUND, INC. · 2 share classes
Stocks 100% · Cash & short-term 0%
$2.85B133
Fidelity MSCI Health Care Index ETF
FHLC · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$2.85B340
CTIVP - TCW Total Return Bond Fund
Columbia Funds Variable Series Trust II
Securitized 56% · Bonds 39%
$2.85B745
Multi-Manager High Yield Bond Fund
MMHGX · Goldman Sachs Trust II
Bonds 88% · Stocks 8%
$2.85B1.1K
JPMorgan SmartRetirement 2050 Fund
JTSAX · JPMorgan Trust I · 8 share classes
Other 99% · Cash & short-term 1%
$2.85B24
VIP Growth and Income Portfolio
QGI2Q · Variable Insurance Products Fund III
Stocks 96% · Cash & short-term 5%
$2.85B174
EQ/Large Cap Growth Index Portfolio
EQ Advisors Trust
Stocks 99% · Cash & short-term 0%
$2.85B373
BARON SMALL CAP FUND
BSCFX · BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) · 3 share classes
Stocks 99%
$2.85B55
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
KOMP · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 9%
$2.85B505
Select Communication Services Portfolio
FBMPX · Fidelity Select Portfolios · 6 share classes
Stocks 100% · Cash & short-term 5%
$2.85B50
Nuveen Lifecycle Index 2020 Fund
TLWIX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$2.84B9
Nuveen Growth Opportunities ETF
NUGO · NuShares ETF Trust
Stocks 100%
$2.84B47
Oberweis Small-Cap Opportunities Fund
OBSOX · OBERWEIS FUNDS · 2 share classes
Stocks 98%
$2.84B78
Fidelity Asset Manager 40%
FFNCX · Fidelity Charles Street Trust · 6 share classes
Stocks 92% · Cash & short-term 8%
$2.83B34
Nomura National High-Yield Municipal Bond Fund
CXHYX · Voyageur Mutual Funds · 3 share classes
Bonds 99% · Stocks 0%
$2.83B723
Global X 1-3 Month T-Bill ETF
CLIP · GLOBAL X FUNDS
Bonds 102% · Cash & short-term 0%
$2.83B26
VANGUARD MID-CAP GROWTH FUND
VMGRX · VANGUARD WHITEHALL FUNDS
Stocks 99% · Cash & short-term 4%
$2.83B49
Bridge Builder Tax Managed International Equity Fund
BBTIX · Bridge Builder Trust
Stocks 97% · Cash & short-term 2%
$2.83B460
Invesco Core Bond Fund
AIM Investment Funds (Invesco Investment Funds)
Securitized 57% · Bonds 55%
$2.83B1.9K
BlackRock Global Tactical Strategies Portfolio
Brighthouse Funds Trust I
Stocks 90% · Cash & short-term 13%
$2.83B68
Nuveen International Opportunities Fund
TIOIX · TIAA-CREF Funds · 6 share classes
Stocks 98% · Cash & short-term 3%
$2.83B85
Loomis Sayles Global Allocation Fund
LSWWX · LOOMIS SAYLES FUNDS II · 5 share classes
Stocks 67% · Bonds 28%
$2.82B484
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX ·
Stocks 100% · Cash & short-term 2%
$2.82B556
MFS Utilities Fund
MMUFX · MFS Series Trust VI · 9 share classes
Stocks 99% · Cash & short-term 1%
$2.82B40
NVIT American Funds Growth Fund
Nationwide Variable Insurance Trust
Other 100%
$2.82B1
BrandywineGLOBAL - HIGH YIELD FUND
BGHCX · Legg Mason Partners Investment Trust · 4 share classes
Bonds 90% · Cash & short-term 8%
$2.82B184
Invesco BulletShares 2029 Corporate Bond ETF
BSCT · Invesco Exchange-Traded Self-Indexed Fund Trust
Bonds 99% · Cash & short-term 10%
$2.82B457
First Trust NYSE Arca Biotechnology Index Fund
FBT · First Trust Exchange-Traded Fund
Stocks 100% · Cash & short-term 0%
$2.81B32
JPMorgan SmartRetirement Blend 2050 Fund
JNEAX · JPMorgan Trust I · 6 share classes
Other 98% · Cash & short-term 1%
$2.81B16
Diversified Equity Alpha Master Portfolio
Master Investment Portfolio
Stocks 88% · Cash & short-term 18%
$2.80B2.8K
JNL/Mellon Small Cap Index Fund
JNL Series Trust
Stocks 100%
$2.80B1
State Farm Balanced Fund
STFBX · Advisers Investment Trust
Stocks 73% · Bonds 26%
$2.80B2.0K
iShares U.S. Healthcare ETF
IYH · iShares Trust
Stocks 100% · Cash & short-term 1%
$2.80B106
Columbia Variable Portfolio - Cornerstone Growth Fund
Columbia Funds Variable Series Trust II
Stocks 100% · Cash & short-term 0%
$2.80B55
Capital Group Global Equity ETF
CGGE ·
Stocks 100%
$2.80B115
Capital Group U.S. Small and Mid Cap ETF
CGMM · Capital Group Equity ETF Trust I
Stocks 99%
$2.79B114
Nuveen Quality Municipal Income Fund
NAD ·
Bonds 169% · Stocks 0%
$2.79B1.1K
Invesco RAFI Developed Markets ex-U.S. ETF
PXF · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 7%
$2.79B1.0K
iShares MSCI Global Gold Miners ETF
RING · iShares, Inc.
Stocks 100% · Cash & short-term 2%
$2.79B53
AB High Income Municipal Portfolio
ABTHX · AB MUNICIPAL INCOME FUND, INC. · 4 share classes
Bonds 100% · Securitized 0%
$2.79B882
JNL Growth Allocation Fund
JNL Series Trust
Stocks 100%
$2.79B29
Avantis U.S. Small Cap Equity ETF
AVSC · American Century ETF Trust
Stocks 100% · Cash & short-term 1%
$2.79B1.5K
Invesco Limited Term Municipal Income Fund
ATFAX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 6 share classes
Bonds 99%
$2.79B868
TOTAL INTERNATIONAL STOCK MARKET INDEX PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 100% · Cash & short-term 0%
$2.78B8
State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CWI · SPDR INDEX SHARES FUNDS
Stocks 99% · Cash & short-term 2%
$2.78B1.1K
Venerable US Large Cap Strategic Equity Fund
VVSIX · Venerable Variable Insurance Trust · 2 share classes
Stocks 100% · Derivatives 0%
$2.78B435
Victory Tax Exempt Intermediate-Term Fund
USATX · Victory Portfolios III · 3 share classes
Bonds 99%
$2.78B1.1K
Columbia Acorn Fund
LACAX · COLUMBIA ACORN TRUST · 6 share classes
Stocks 95% · Cash & short-term 6%
$2.77B95
Brighthouse/Wellington Core Equity Opportunities Portfolio
Brighthouse Funds Trust II
Stocks 99% · Cash & short-term 1%
$2.77B53
VANGUARD LONG-TERM TREASURY FUND
VUSTX · VANGUARD FIXED INCOME SECURITIES FUNDS · 2 share classes
Bonds 91% · Securitized 8%
$2.77B188
Columbia Variable Portfolio - Intermediate Bond Fund
Columbia Funds Variable Series Trust II
Securitized 67% · Bonds 26%
$2.77B1.1K
PIMCO RAE Emerging Markets Fund
PEIFX · PIMCO Equity Series · 3 share classes
Stocks 99% · Cash & short-term 2%
$2.77B307
VOYA GROWTH AND INCOME PORTFOLIO
IAVGX · Voya Variable Funds · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.76B75
Empower Moderate Profile Fund
MXMPX · EMPOWER FUNDS, INC. · 3 share classes
Stocks 84% · Bonds 16%
$2.76B18
Thornburg Capital Management Fund
THORNBURG INVESTMENT TRUST
Cash & short-term 100%
$2.76B181
Templeton Emerging Markets Equity Fund
TEDMX · Templeton Developing Markets Trust · 5 share classes
Stocks 97% · Cash & short-term 4%
$2.75B105
Invesco S&P SmallCap Momentum ETF
XSMO · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 18%
$2.75B117
First Trust Nasdaq Semiconductor ETF
FTXL · First Trust Exchange-Traded Fund VI
Stocks 99% · Cash & short-term 0%
$2.75B35
Xtrackers S&P 500 Scored & Screened ETF
SNPE · DBX ETF Trust
Stocks 100% · Cash & short-term 0%
$2.75B334
AQR Multi-Asset Fund
AQRNX · AQR Funds · 3 share classes
Stocks 40% · Cash & short-term 31%
$2.75B903
ALPS | Smith Core Plus Bond ETF
SMTH · ALPS ETF TRUST
Bonds 86% · Securitized 12%
$2.75B985
iShares Dynamic Equity Active ETF
BlackRock ETF Trust
Stocks 95% · Cash & short-term 5%
$2.75B336
Franklin Core Plus Bond Fund
FRSTX · Franklin Strategic Series · 5 share classes
Bonds 57% · Securitized 53%
$2.75B3.2K
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF
SPYX · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$2.74B492
Victory Short-Term Bond Fund
USSBX · Victory Portfolios III · 4 share classes
Bonds 62% · Securitized 35%
$2.74B1.1K
JPMorgan Global Allocation Fund
GAOAX · JPMorgan Trust I · 8 share classes
Stocks 51% · Bonds 32%
$2.74B1.7K
Goldman Sachs Income Builder Fund
GSBIX · GOLDMAN SACHS TRUST · 6 share classes
Stocks 47% · Bonds 46%
$2.74B911
Putnam VT Large Cap Value Fund
Putnam Variable Trust
Stocks 98% · Other 2%
$2.73B73
Invesco China Technology ETF
CQQQ · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 5%
$2.73B176
American Funds Developing World Growth & Income Fund
DWGAX · · 21 share classes
Stocks 97% · Cash & short-term 2%
$2.73B147
DoubleLine Shiller Enhanced CAPE
DSEEX · DoubleLine Funds Trust · 4 share classes
Securitized 57% · Bonds 42%
$2.73B736
Franklin Mutual Quest Fund
TEQIX · Franklin Mutual Series Funds · 5 share classes
Stocks 82% · Loans 10%
$2.73B95
Sp Funds S&P 500 Sharia Industry Exclusions ETF
SPUS · Tidal Trust I
Stocks 100%
$2.72B215
Franklin FTSE India ETF
FLIN · Franklin Templeton ETF Trust
Stocks 100% · Cash & short-term 0%
$2.72B280
First Trust Cloud Computing ETF
SKYY · First Trust Exchange-Traded Fund II
Stocks 100% · Cash & short-term 0%
$2.72B65
Fidelity SAI Real Estate Fund
FSRJX · Fidelity Summer Street Trust
Stocks 99% · Cash & short-term 1%
$2.72B45
Nuveen AMT-Free Municipal Credit Income Fund
NVG ·
Bonds 170% · Securitized 0%
$2.72B1.1K
Janus Henderson Flexible Bond Fund
JAFIX · Janus Investment Fund · 8 share classes
Securitized 52% · Bonds 41%
$2.71B622
Strategic Advisers Alternatives Fund
FSLTX · Fidelity Rutland Square Trust II
Stocks 94% · Securitized 0%
$2.71B535
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF · Direxion Shares ETF Trust
Stocks 67% · Cash & short-term 38%
$2.71B8
BlackRock 80/20 Target Allocation Fund
BlackRock Funds II
Stocks 100% · Cash & short-term 0%
$2.71B20
ATM Large Cap Managed Volatility Portfolio
EQ Advisors Trust
Stocks 90% · Cash & short-term 3%
$2.70B508
T. Rowe Price Small-Mid Cap ETF
TMSL · T. Rowe Price Exchange-Traded Funds, Inc.
Stocks 100% · Cash & short-term 1%
$2.70B299
First Trust Global Tactical Commodity Strategy Fund
FTGC · FIRST TRUST EXCHANGE-TRADED FUND VII
Cash & short-term 58% · Bonds 31%
$2.70B32
BNY Mellon S&P 500 Index Fund
PEOPX · BNY MELLON INDEX FUNDS, INC.
Stocks 99% · Cash & short-term 1%
$2.70B506
T. Rowe Price Global Multi-Sector Bond Fund, Inc.
PRSNX · T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND, INC. · 3 share classes
Bonds 71% · Securitized 13%
$2.70B602
Transamerica JPMorgan Enhanced Index VP
TRANSAMERICA SERIES TRUST
Stocks 99% · Derivatives 0%
$2.70B170
PIMCO Investment Grade Credit Bond Portfolio
PIMCO FUNDS
Bonds 88% · Securitized 11%
$2.70B923
VanEck Rare Earth and Strategic Metals ETF
REMX · VanEck ETF Trust
Stocks 97% · Cash & short-term 3%
$2.69B31
Fidelity Freedom Blend 2025 Fund
FHLDX · Fidelity Aberdeen Street Trust · 9 share classes
Stocks 100% · Bonds 0%
$2.69B50
Variable Portfolio - Aggressive Portfolio
Columbia Funds Variable Series Trust II
Stocks 97% · Cash & short-term 2%
$2.69B41
Loomis Sayles Strategic Income Fund
NEFZX · LOOMIS SAYLES FUNDS II · 6 share classes
Bonds 76% · Securitized 9%
$2.69B624
Diversified Real Asset Fund
PRDAX · Principal Funds, Inc · 4 share classes
Stocks 85% · Bonds 13%
$2.69B388
Victory Income Stock Fund
USISX · Victory Portfolios III · 2 share classes
Stocks 100%
$2.68B144
JNL/Mellon Healthcare Sector Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$2.68B142
TCW METWEST UNCONSTRAINED BOND FUND
MWCRX · TCW Metropolitan West Funds · 3 share classes
Securitized 78% · Bonds 21%
$2.68B979
T. Rowe Price U.S. Limited Duration TIPS Index Fund
TLDZX · T. ROWE PRICE INDEX TRUST, INC. · 3 share classes
Bonds 99% · Cash & short-term 0%
$2.68B23
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
MDYV · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 2%
$2.68B300
JNL/Causeway International Value Select Fund
JNL Series Trust
Stocks 100% · Cash & short-term 0%
$2.68B67
Invesco Municipal Income Fund
VKMMX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 5 share classes
Bonds 107% · Stocks 1%
$2.68B562
ALGER CAPITAL APPRECIATION FUND
ACAAX · ALGER FUNDS · 3 share classes
Stocks 99% · Cash & short-term 0%
$2.67B85
Optimum Fixed Income Fund
OAFIX · Optimum Fund Trust · 3 share classes
Securitized 56% · Bonds 54%
$2.67B1.3K
Neuberger Large Cap Growth Fund
NGUAX · NEUBERGER BERMAN EQUITY FUNDS · 8 share classes
Stocks 100% · Cash & short-term 0%
$2.67B73
VictoryShares Core Intermediate Bond ETF
UITB · Victory Portfolios II
Bonds 64% · Securitized 35%
$2.67B1.2K
VanEck IG Floating Rate ETF
FLTR · VanEck ETF Trust
Bonds 99% · Cash & short-term 0%
$2.67B440
Invesco Main Street Small Cap Fund
AIM Growth Series (Invesco Growth Series)
Stocks 96% · Cash & short-term 18%
$2.66B104
T. Rowe Price Institutional Large-Cap Core Growth Fund
TPLGX · T. Rowe Price Equity Funds, Inc.
Stocks 100% · Cash & short-term 1%
$2.66B79
Victory Aggressive Growth Fund
USAUX · Victory Portfolios III · 2 share classes
Stocks 96% · Other 3%
$2.66B121
KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC
Kayne Anderson Energy Infrastructure Fund, Inc.
Stocks 141% · Bonds 0%
$2.66B44
WisdomTree U.S. Quality Growth Fund
QGRW · WisdomTree Trust
Stocks 100% · Cash & short-term 0%
$2.65B102
AQR Diversified Arbitrage Fund
ADANX · AQR Funds · 3 share classes
Cash & short-term 74% · Bonds 31%
$2.65B426
Columbia Mortgage Opportunities Fund
CLMAX · Columbia Funds Series Trust II · 6 share classes
Securitized 172% · Cash & short-term 4%
$2.65B489
Fidelity Convertible Securities Fund
FCVSX · Fidelity Financial Trust · 6 share classes
Bonds 77% · Stocks 19%
$2.64B373
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
VTEC · VANGUARD CALIFORNIA TAX-FREE FUNDS
Bonds 99%
$2.64B3.8K
Fidelity Series Commodity Strategy Fund
FCSSX · Fidelity Oxford Street Trust
Cash & short-term 89% · Bonds 7%
$2.64B52
NYLI MacKay Strategic Muni Allocation Fund
MTFHX · NEW YORK LIFE INVESTMENTS FUNDS TRUST · 7 share classes
Bonds 96% · Cash & short-term 4%
$2.64B1.4K
Goldman Sachs Core Fixed Income Fund
GSFIX · GOLDMAN SACHS TRUST · 8 share classes
Securitized 50% · Bonds 55%
$2.64B911
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO
Thrivent Series Fund, Inc.
Stocks 44% · Other 42%
$2.64B1.2K
SA Wellington Capital Appreciation Portfolio
SUNAMERICA SERIES TRUST
Stocks 100% · Cash & short-term 0%
$2.64B53
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB · iShares Trust
Bonds 98% · Cash & short-term 12%
$2.64B3.8K
Columbia Variable Portfolio - Large Cap Index Fund
Columbia Funds Variable Series Trust II
Stocks 99% · Cash & short-term 1%
$2.64B506
ROYCE SMALL-CAP TRUST, INC.
RVT ·
Stocks 96% · Cash & short-term 4%
$2.64B427
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU · iShares Trust
Stocks 100% · Cash & short-term 0%
$2.64B133
John Hancock GA Mortgage Trust
Loans 95% · Cash & short-term 5%
$2.63B274
Fidelity SAI High Income Fund
FSHGX · Fidelity Summer Street Trust
Bonds 81% · Cash & short-term 15%
$2.63B730
JOHCM International Select Fund
JOHIX · Perpetual Americas Funds Trust · 2 share classes
Stocks 98% · Cash & short-term 1%
$2.63B50
VanEck Preferred Securities ex Financials ETF
PFXF · VanEck ETF Trust
Stocks 99% · Cash & short-term 3%
$2.63B116
Nuveen Real Estate Securities Select Fund
TIREX · TIAA-CREF Funds · 5 share classes
Stocks 99% · Cash & short-term 1%
$2.63B56
LVIP State Street Bond Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Bonds 73% · Securitized 25%
$2.62B5.4K
MyDestination 2035 Fund
GMHZX · GuideStone Funds · 3 share classes
Stocks 98% · Cash & short-term 1%
$2.62B35
JPMorgan Ultra-Short Municipal Fund
USMSX · JPMorgan Trust IV · 2 share classes
Bonds 69% · Cash & short-term 35%
$2.62B1.1K
EQ/Long-Term Bond Portfolio
EQ Advisors Trust
Bonds 98% · Cash & short-term 2%
$2.62B533
Franklin New York Tax-Free Income Fund
FNYTX · Franklin New York Tax Free Income Fund · 5 share classes
Bonds 97% · Cash & short-term 2%
$2.62B447
Invesco Main Street Mid Cap Fund
AIM Growth Series (Invesco Growth Series)
Stocks 99% · Cash & short-term 8%
$2.62B98
American Funds International Vantage Fund
RIVGX · · 21 share classes
Stocks 96% · Cash & short-term 3%
$2.61B127
Brandes International Equity Fund
BIECX · Datum One Series Trust · 4 share classes
Stocks 98% · Cash & short-term 3%
$2.61B70
VANGUARD COMMODITY STRATEGY FUND
VCMDX · VANGUARD TRUSTEES' EQUITY FUND
Bonds 87% · Cash & short-term 8%
$2.61B50
Core Bond Fund
VCBDX · VALIC Co I
Bonds 54% · Securitized 42%
$2.61B1.8K
T. Rowe Price Large-Cap Value Fund
TILCX · T. Rowe Price Equity Funds, Inc. · 2 share classes
Stocks 100% · Cash & short-term 0%
$2.61B81
JPMorgan Small Cap Growth Fund
OGGFX · JPMorgan Trust II · 9 share classes
Stocks 99% · Cash & short-term 5%
$2.61B145
Allspring Diversified Capital Builder Fund
EKBAX · ALLSPRING FUNDS TRUST · 4 share classes
Stocks 88% · Bonds 12%
$2.61B107
Needham Aggressive Growth Fund
NEAGX · Needham Funds Inc · 2 share classes
Stocks 95% · Cash & short-term 5%
$2.61B114
Nuveen ESG Large-Cap Growth ETF
NULG · NuShares ETF Trust
Stocks 100% · Derivatives 0%
$2.61B66
Tema Space Innovators ETF
NASA · Tema ETF Trust
Stocks 85% · Cash & short-term 9%
$2.60B38
Nuveen Short Term Bond Index Fund
TNSHX · TIAA-CREF Funds · 6 share classes
Bonds 98% · Cash & short-term 1%
$2.60B988
Fidelity Short-Term Bond Fund
FSTB · Fidelity Salem Street Trust · 7 share classes
Bonds 82% · Securitized 18%
$2.60B463
iShares U.S. Home Construction ETF
ITB · iShares Trust
Stocks 99% · Cash & short-term 5%
$2.60B48
T. Rowe Price Large Cap Value Portfolio
Brighthouse Funds Trust I
Stocks 99% · Cash & short-term 5%
$2.60B108
NVIT Managed American Funds Asset Allocation Fund
Nationwide Variable Insurance Trust
Other 95% · Derivatives 0%
$2.60B9
GMO Benchmark-Free Allocation Fund
GBMFX · GMO TRUST · 4 share classes
Stocks 100% · Cash & short-term 0%
$2.60B6
MFS Value Portfolio
Brighthouse Funds Trust II
Stocks 99% · Cash & short-term 1%
$2.59B87
Schwab U.S. Mid-Cap Index Fund
SWMCX · SCHWAB CAPITAL TRUST
Stocks 100% · Cash & short-term 0%
$2.59B793
Amplify Cybersecurity ETF
Amplify ETF Trust
Stocks 100% · Cash & short-term 1%
$2.59B25
PGIM Global Total Return Fund
GTRAX · Prudential Global Total Return Fund, Inc. · 6 share classes
Bonds 93% · Securitized 6%
$2.59B1.1K
GQG PARTNERS US SELECT QUALITY EQUITY FUND
GQERX · ADVISORS' INNER CIRCLE III · 3 share classes
Stocks 100% · Cash & short-term 0%
$2.59B35
Columbia Adaptive Risk Allocation Fund
CRAAX · COLUMBIA FUNDS SERIES TRUST I · 6 share classes
Cash & short-term 42% · Bonds 38%
$2.59B316
Harbor Small Cap Growth Fund
HASGX · HARBOR FUNDS · 4 share classes
Stocks 98%
$2.59B78
Mid Cap Index Fund
VMIDX · VALIC Co I
Stocks 100% · Cash & short-term 1%
$2.59B403
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT · FlexShares Trust
Bonds 99%
$2.58B22
T. Rowe Price Institutional Mid-Cap Equity Growth Fund
PMEGX · T. Rowe Price Equity Funds, Inc.
Stocks 98% · Cash & short-term 2%
$2.58B132
Invesco Short Term Treasury ETF
TBLL · Invesco Exchange-Traded Fund Trust II
Bonds 97% · Cash & short-term 0%
$2.58B83
NVIT BNY Mellon Dynamic U.S. Core Fund
Nationwide Variable Insurance Trust
Stocks 93% · Cash & short-term 3%
$2.58B510
T. Rowe Price Summit Municipal Income Fund
PRINX · T. ROWE PRICE SUMMIT MUNICIPAL FUNDS, INC. · 3 share classes
Bonds 99% · Securitized 0%
$2.58B818
Columbia Small Cap Index Fund
NMSAX · COLUMBIA FUNDS SERIES TRUST · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.58B606
Blue Chip Growth Trust
JAEDX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 99% · Cash & short-term 0%
$2.58B64
Pacific Dynamix - Moderate Growth Portfolio
PACIFIC SELECT FUND
Stocks 100%
$2.58B10
Brighthouse/Wellington Large Cap Research Portfolio
Brighthouse Funds Trust I
Stocks 100% · Cash & short-term 4%
$2.58B200
Fidelity Series Large Cap Growth Index Fund
FHOFX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 0%
$2.57B392
Templeton Foreign Fund
TEMFX · Templeton Funds · 5 share classes
Stocks 99% · Cash & short-term 3%
$2.57B52
U.S. Large Cap Equity Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 99% · Cash & short-term 2%
$2.57B539
Main Sector Rotation ETF
SECT · Northern Lights Fund Trust IV
Stocks 100% · Cash & short-term 0%
$2.57B13
Nuveen Quant Small/Mid Cap Equity Fund
TSMOX · TIAA-CREF Funds · 6 share classes
Stocks 100% · Cash & short-term 0%
$2.57B358
Goldman Sachs High Yield Fund
GSHIX · GOLDMAN SACHS TRUST · 8 share classes
Bonds 88% · Cash & short-term 5%
$2.57B507
AB Discovery Value Fund
ABASX · AB TRUST · 5 share classes
Stocks 98% · Cash & short-term 2%
$2.56B102
SAM Strategic Growth Portfolio
SACAX · Principal Funds, Inc · 6 share classes
Stocks 99% · Cash & short-term 1%
$2.56B21
SMALLCAP World Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 97% · Cash & short-term 2%
$2.56B780
Catholic Responsible Investments Bond Fund
CRBVX · Catholic Responsible Investments Funds · 2 share classes
Bonds 79% · Securitized 19%
$2.56B1.5K
AZL S&P 500 Index Fund
Allianz Variable Insurance Products Trust
Stocks 99% · Cash & short-term 1%
$2.56B512
Franklin International Core Dividend Tilt Index ETF
DIVI · Franklin Templeton ETF Trust
Stocks 99% · Cash & short-term 2%
$2.56B418
International Equity Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC
Stocks 99%
$2.55B94
Invesco Technology Fund
ITYAX · AIM Sector Funds (Invesco Sector Funds) · 6 share classes
Stocks 100% · Cash & short-term 1%
$2.55B49
BNY Mellon Core Plus Fund
DCPAX · BNY Mellon Absolute Insight Funds, Inc. · 4 share classes
Bonds 57% · Securitized 40%
$2.54B764
Fidelity Advisor Stock Selector Mid Cap Fund
FMCDX · Fidelity Advisor Series I · 6 share classes
Stocks 98% · Cash & short-term 6%
$2.54B207
JNL Multi-Manager Small Cap Growth Fund
JNL Series Trust
Stocks 98% · Cash & short-term 5%
$2.54B331
Columbia Mid Cap Index Fund
NTIAX · COLUMBIA FUNDS SERIES TRUST · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.54B402
Artisan International Small-Mid Fund
ARTJX · Artisan Partners Funds Inc. · 3 share classes
Stocks 99%
$2.54B121
ActivePassive U.S. Equity ETF
APUE · Trust for Professional Managers
Stocks 99% · Cash & short-term 3%
$2.54B450
Old Westbury Credit Income Fund
OWCIX · Old Westbury Funds Inc
Securitized 37% · Bonds 35%
$2.54B850
Invesco BulletShares 2030 Corporate Bond ETF
BSCU · Invesco Exchange-Traded Self-Indexed Fund Trust
Bonds 99% · Cash & short-term 9%
$2.54B447
BBH Partner Fund - International Equity
BBHEX · BBH Trust · 2 share classes
Stocks 96%
$2.54B68
AQR Style Premia Alternative Fund
QSPIX · AQR Funds · 3 share classes
Stocks 9% · Cash & short-term 44%
$2.54B2.0K
Schwab High Yield Bond ETF
SCYB · SCHWAB STRATEGIC TRUST
Bonds 98% · Cash & short-term 3%
$2.54B1.8K
T. Rowe Price Blue Chip Growth Portfolio
QAAAJX · T. ROWE PRICE EQUITY SERIES, INC. · 2 share classes
Stocks 99% · Cash & short-term 1%
$2.53B78
Harbor Small Cap Value Fund
HASCX · HARBOR FUNDS · 4 share classes
Stocks 99%
$2.53B59
T. Rowe Price Maryland Tax-Free Bond Fund
MDXBX · T. ROWE PRICE STATE TAX-FREE FUNDS, INC. · 2 share classes
Bonds 99%
$2.53B659
Total International Ex U.S. Index Master Portfolio
Master Investment Portfolio
Stocks 99% · Cash & short-term 2%
$2.53B1.7K
Abbey Capital Futures Strategy Fund
ABYAX · RBB Fund, Inc. · 3 share classes
Bonds 78% · Cash & short-term 6%
$2.53B1.3K
Parnassus Mid Cap Fund
PARMX · Parnassus Funds · 2 share classes
Stocks 97% · Real assets 2%
$2.53B41
The Merger Fund
MERFX · Merger Fund · 2 share classes
Stocks 80% · Cash & short-term 12%
$2.53B365
Fidelity Advisor Freedom 2045 Fund
FFFZX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$2.53B50
Invesco Senior Floating Rate Fund
AIM Counselor Series Trust (Invesco Counselor Series Trust)
Loans 83% · Stocks 8%
$2.52B478
First Eagle Global Income Builder Fund
FEBAX · First Eagle Funds · 8 share classes
Stocks 63% · Bonds 26%
$2.52B240
iShares MSCI USA Quality GARP ETF
GARP · iShares Trust
Stocks 100% · Cash & short-term 0%
$2.52B134
Fidelity China Region Fund
FHKCX · Fidelity Investment Trust · 6 share classes
Stocks 98% · Cash & short-term 3%
$2.52B87
iShares MSCI Total International Index Fund
BlackRock Funds III
Stocks 101%
$2.51B1
JNL/American Funds Moderate Growth Allocation Fund
JNL Series Trust
Stocks 100%
$2.51B16
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
PTY ·
Bonds 54% · Loans 39%
$2.51B823
iShares Core MSCI Pacific ETF
IPAC · iShares Trust
Stocks 96% · Other 3%
$2.50B1.4K
MassMutual Mid Cap Growth Fund
MEFAX · MASSMUTUAL SELECT FUNDS · 8 share classes
Stocks 98% · Cash & short-term 2%
$2.50B187
iShares Global Clean Energy ETF
ICLN · iShares Trust
Stocks 97% · Cash & short-term 8%
$2.50B128
EQUITY INCOME PORTFOLIO
VANGUARD VARIABLE INSURANCE FUNDS
Stocks 97% · Cash & short-term 2%
$2.50B204
Shenkman Capital Short Duration High Income Fund
SCFAX · Advisors Series Trust · 5 share classes
Bonds 93% · Loans 4%
$2.50B393
Allspring Short-Term High Income Fund
SSTHX · ALLSPRING FUNDS TRUST · 4 share classes
Bonds 90% · Cash & short-term 3%
$2.50B194
Angel Oak Multi-Strategy Income Fund
ANGLX · Angel Oak Funds Trust · 3 share classes
Securitized 86% · Bonds 12%
$2.49B1.0K
MFS New Discovery Value Fund
NDVAX · MFS SERIES TRUST XIII · 9 share classes
Stocks 100% · Cash & short-term 2%
$2.49B147
BlackRock Bond Income Portfolio
Brighthouse Funds Trust II
Securitized 58% · Bonds 47%
$2.49B4.0K
PSF PGIM Total Return Bond Portfolio
Prudential Series Fund
Bonds 57% · Securitized 41%
$2.49B1.7K
VOYA LARGE CAP VALUE FUND
IEDAX · Voya Equity Trust · 7 share classes
Stocks 99% · Cash & short-term 0%
$2.49B71
Invesco International Small-Mid Company Fund
AIM International Mutual Funds (Invesco International Mutual Funds)
Stocks 98% · Cash & short-term 4%
$2.49B103
Victory International Fund
USIFX · Victory Portfolios III · 3 share classes
Stocks 96% · Other 2%
$2.49B437
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY ·
Stocks 101% · Cash & short-term 0%
$2.48B56
Invesco S&P 100 Equal Weight ETF
EQWL · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 0%
$2.48B102
Fidelity Emerging Markets Debt Central Fund
Fidelity Hanover Street Trust
Bonds 90% · Cash & short-term 6%
$2.48B593
AZL Enhanced Bond Index Fund
Allianz Variable Insurance Products Trust
Securitized 49% · Bonds 51%
$2.47B1.8K
BlackRock Floating Rate Income Portfolio
BlackRock Funds V
Loans 88% · Cash & short-term 10%
$2.47B438
LargeCap S&P 500 Index Account
Principal Variable Contract Funds, Inc
Stocks 99% · Cash & short-term 1%
$2.47B507
Multimanager Technology Portfolio
EQ Advisors Trust
Stocks 79% · Other 21%
$2.47B381
Tax-Exempt High Yield Bond Fund
RTHAX · RUSSELL INVESTMENT CO · 4 share classes
Bonds 96% · Cash & short-term 2%
$2.47B3.1K
Columbia Variable Portfolio - Select Large Cap Value Fund
Columbia Funds Variable Series Trust II
Stocks 99% · Cash & short-term 1%
$2.47B41
NB Private Markets Access Fund LLC
Other 83% · Bonds 10%
$2.46B113
Strategic Income Opportunities Fund
JIPAX · John Hancock Funds II · 5 share classes
Bonds 66% · Securitized 13%
$2.46B461
Fidelity MSCI Utilities Index ETF
FUTY · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$2.46B65
MFS Technology Fund
MTCAX · MFS SERIES TRUST I · 9 share classes
Stocks 100% · Other 0%
$2.45B48
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund
TQCCX · Touchstone Funds Group Trust · 5 share classes
Stocks 99% · Cash & short-term 1%
$2.45B92
Columbia Dividend Opportunity Fund
INUTX · Columbia Funds Series Trust II · 7 share classes
Stocks 98% · Cash & short-term 1%
$2.45B90
THRIVENT GLOBAL STOCK FUND
AALGX · Thrivent Mutual Funds · 2 share classes
Stocks 79% · Cash & short-term 16%
$2.45B1.3K
Franklin Small Cap Growth Fund
FSGRX · Franklin Strategic Series · 5 share classes
Stocks 99% · Cash & short-term 3%
$2.45B126
Touchstone Strategic Trust-Touchstone Sands Capital Emerging Markets Growth Fund
TSEMX · Touchstone Strategic Trust · 5 share classes
Stocks 99% · Cash & short-term 1%
$2.45B47
Nuveen Municipal Credit Income Fund
NZF ·
Bonds 165% · Loans 0%
$2.45B662
BlackRock California Municipal Opportunities Fund
BlackRock California Municipal Series Trust
Bonds 93% · Cash & short-term 5%
$2.44B282
State Street Target Retirement 2055 Fund
SSDOX · STATE STREET INSTITUTIONAL INVESTMENT TRUST · 3 share classes
Stocks 101% · Cash & short-term 0%
$2.44B5
Transamerica Large Cap Value
TWQAX · TRANSAMERICA FUNDS · 5 share classes
Stocks 98% · Cash & short-term 2%
$2.44B46
Fundamental All Cap Core Trust
JADDX · John Hancock Variable Insurance Trust · 3 share classes
Stocks 98% · Cash & short-term 2%
$2.43B50
Victory Growth Fund
USAAX · Victory Portfolios III · 2 share classes
Stocks 97% · Other 3%
$2.43B81
Invesco PHLX Semiconductor ETF
SOXQ · Invesco Exchange-Traded Fund Trust II
Stocks 99% · Cash & short-term 1%
$2.43B33
Dimensional Global Core Plus Fixed Income ETF
DFGP · Dimensional ETF Trust
Bonds 98% · Securitized 9%
$2.43B1.4K
Fidelity Balanced K6 Fund
FBKFX · Fidelity Puritan Trust
Stocks 99% · Cash & short-term 1%
$2.42B364
MidCap Value Fund I
PMPRX · Principal Funds, Inc · 6 share classes
Stocks 97% · Cash & short-term 3%
$2.42B731
T. Rowe Price New Asia Fund
PRASX · T. ROWE PRICE INTERNATIONAL FUNDS, INC. · 3 share classes
Stocks 99% · Cash & short-term 1%
$2.42B72
PIMCO Low Duration Portfolio
PIMCO FUNDS
Bonds 59% · Securitized 36%
$2.42B457
Fidelity ZERO Extended Market Index Fund
FZIPX · Fidelity Concord Street Trust
Stocks 100% · Cash & short-term 4%
$2.42B2.2K
PGIM Core Bond Fund
TAIBX · Target Portfolio Trust · 5 share classes
Securitized 49% · Bonds 43%
$2.42B1.3K
Innovator Defined Wealth Shield ETF
Innovator ETFs Trust
Derivatives 100% · Cash & short-term 0%
$2.42B5
Goldman Sachs Strategic Factor Allocation Fund
SFAFX · GOLDMAN SACHS TRUST · 2 share classes
Stocks 53% · Cash & short-term 43%
$2.41B614
iShares ESG Aware MSCI USA Small-Cap ETF
ESML · iShares Trust
Stocks 99% · Cash & short-term 6%
$2.41B900
BNY Mellon Large Cap Securities Fund, Inc.
DREVX ·
Stocks 100% · Cash & short-term 0%
$2.41B51
Putnam Strategic Intermediate Municipal Fund
PPNAX · Putnam Tax Free Income Trust · 2 share classes
Bonds 97% · Other 3%
$2.41B870
THRIVENT LARGE CAP INDEX PORTFOLIO
Thrivent Series Fund, Inc.
Stocks 99% · Cash & short-term 1%
$2.40B510
Guggenheim Strategic Opportunities Fund
GOF ·
Bonds 55% · Loans 38%
$2.40B1.8K
Impax Sustainable Allocation Fund
PAXWX · IMPAX FUNDS SERIES TRUST I · 2 share classes
Other 96% · Cash & short-term 4%
$2.40B10
Xtrackers USD High Yield BB-B ex Financials ETF
BHYB · DBX ETF Trust
Bonds 98% · Cash & short-term 5%
$2.39B1.5K
JNL/WCM Focused International Equity Fund
JNL Series Trust
Stocks 99% · Cash & short-term 1%
$2.39B40
American Beacon SiM High Yield Opportunities Fund
SHOAX · AMERICAN BEACON FUNDS · 5 share classes
Bonds 94% · Stocks 4%
$2.39B128
iShares Russell Mid-Cap Index Fund
BlackRock Funds
Stocks 99% · Cash & short-term 2%
$2.39B809
Western Asset Managed Municipals Fund
SHMMX · Legg Mason Partners Income Trust · 5 share classes
Bonds 102%
$2.39B641
Mid Cap Index Fund
NOMIX · Northern Funds
Stocks 99% · Cash & short-term 4%
$2.39B405
EA Bridgeway Omni Small-Cap Value ETF
BSVO · EA Series Trust
Stocks 99% · Cash & short-term 10%
$2.39B636
BBH Intermediate Municipal Bond Fund
BBINX · BBH Trust · 2 share classes
Bonds 101% · Cash & short-term 0%
$2.39B503
JNL/DoubleLine Core Fixed Income Fund
JNL Series Trust
Bonds 49% · Securitized 47%
$2.38B1.6K
Fidelity Freedom Retirement Fund
FFFAX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100% · Bonds 0%
$2.38B47
U.S. Social Core Equity 2 Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 2%
$2.38B2.1K
BlackRock Science & Technology Term Trust
BSTZ ·
Stocks 100% · Cash & short-term 2%
$2.38B75
Fidelity SAI Low Duration Bond Fund
FZOLX · Fidelity Salem Street Trust
Bonds 74% · Securitized 21%
$2.38B263
T. Rowe Price QM U.S. Bond Index Fund
PBDIX · T. ROWE PRICE QM U.S. BOND INDEX FUND, INC. · 3 share classes
Bonds 62% · Securitized 37%
$2.38B1.6K
ClearBridge Large Cap Value Fund
SINAX · Legg Mason Partners Investment Trust · 6 share classes
Stocks 98% · Cash & short-term 2%
$2.38B57
NASDAQ-100 Fund
RYOCX · Rydex Series Funds · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.37B110
Victory Pioneer Disciplined Growth Fund
INYDX · Victory Portfolios IV · 4 share classes
Stocks 98% · Other 2%
$2.37B48
First Trust Core Investment Grade ETF
FTCB · First Trust Exchange-Traded Fund IV
Securitized 56% · Bonds 45%
$2.37B732
Regan Total Return Income Fund
RCTRX · Advisor Managed Portfolios · 2 share classes
Securitized 78% · Bonds 22%
$2.37B2.3K
Fidelity Small-Mid Multifactor ETF
FSMD · Fidelity Covington Trust
Stocks 100% · Cash & short-term 1%
$2.37B598
Nomura Growth and Income Fund
FGIPX · Delaware Group Equity Funds IV · 3 share classes
Stocks 94% · Cash & short-term 6%
$2.37B66
Nasdaq-100 Index Fund
NDXKX · SHELTON FUNDS · 3 share classes
Stocks 100% · Derivatives 0%
$2.37B104
Fidelity Advisor Small Cap Fund
FSCDX · Fidelity Advisor Series I · 5 share classes
Stocks 99% · Cash & short-term 4%
$2.37B152
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
GUSA · Goldman Sachs ETF Trust II
Stocks 100% · Cash & short-term 0%
$2.36B1.0K
Catholic Responsible Investments International Equity Fund
CRLSX · Catholic Responsible Investments Funds · 2 share classes
Stocks 96% · Cash & short-term 6%
$2.36B329
Capital Group New Geography Equity ETF
CGNG ·
Stocks 100%
$2.36B239
iShares iBonds Dec 2031 Term Corporate ETF
IBDW · iShares Trust
Bonds 99% · Cash & short-term 7%
$2.36B555
Baird Short-Term Municipal Bond Fund
BTMIX · Baird Funds Inc · 2 share classes
Bonds 97% · Cash & short-term 3%
$2.36B1.8K
Schwab Fundamental U.S. Small Company Index Fund
SFSNX · SCHWAB CAPITAL TRUST
Stocks 100% · Cash & short-term 1%
$2.35B938
Federated Hermes MDT Market Neutral Fund
QQMNX · Federated Hermes Adviser Series · 2 share classes
Stocks 20% · Cash & short-term 6%
$2.35B398
One Choice In Retirement Portfolio
ARTOX · American Century Asset Allocation Portfolios, Inc. · 6 share classes
Stocks 100%
$2.35B20
Fidelity Puritan K6 Fund
FPKFX · Fidelity Puritan Trust
Stocks 100% · Cash & short-term 1%
$2.35B233
First Trust BuyWrite Income ETF
FTHI · First Trust Exchange-Traded Fund VI
Stocks 97% · Cash & short-term 4%
$2.35B175
Transamerica Bond
IDITX · TRANSAMERICA FUNDS · 5 share classes
Bonds 65% · Securitized 33%
$2.35B587
State Street(R) SPDR(R) NYSE Technology ETF
XNTK · SPDR SERIES TRUST
Stocks 100% · Cash & short-term 0%
$2.35B36
Virtus InfraCap U.S. Preferred Stock ETF
PFFA · ETFis Series Trust I
Stocks 122% · Bonds 2%
$2.35B199
Federated Hermes MDT Large Cap Value Fund
FSTRX · Federated Hermes Adviser Series · 6 share classes
Stocks 98% · Cash & short-term 2%
$2.35B126
SmallCap Growth Fund I
PPNMX · Principal Funds, Inc · 5 share classes
Stocks 97% · Cash & short-term 4%
$2.35B1.2K
Select Retailing Portfolio
FSRPX · Fidelity Select Portfolios
Stocks 99% · Cash & short-term 4%
$2.35B50
T. Rowe Price International Equity Index Fund
PIEQX · T. ROWE PRICE INTERNATIONAL INDEX FUND, INC. · 2 share classes
Stocks 97% · Cash & short-term 6%
$2.34B698
BNY Mellon Equity Income Fund
DQIAX · BNY Mellon Investment Funds III · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.34B116
George Putnam Balanced Fund
PGEOX · · 6 share classes
Stocks 63% · Bonds 28%
$2.34B744
iShares U.S. Long Credit Bond Index Fund
BlackRock Funds
Bonds 99% · Cash & short-term 10%
$2.34B3.3K
Capital Group Short Duration Income ETF
CGSD · Capital Group Fixed Income ETF Trust
Bonds 49% · Securitized 48%
$2.34B1.1K
The Canadian Small Company Series
DFA INVESTMENT TRUST CO
Stocks 109% · Cash & short-term 10%
$2.34B287
VIP Overseas Portfolio
QVO2Q · Variable Insurance Products Fund
Stocks 98% · Cash & short-term 1%
$2.34B78
MyDestination 2045 Fund
GMFZX · GuideStone Funds · 3 share classes
Stocks 99% · Cash & short-term 1%
$2.33B10
Invesco SteelPath MLP Select 40 Fund
MLPEX · AIM Investment Funds (Invesco Investment Funds) · 6 share classes
Stocks 114% · Cash & short-term 2%
$2.33B48
BBH Income Fund
BBNIX · BBH Trust · 2 share classes
Bonds 63% · Securitized 23%
$2.33B386
GMO Implementation Fund
GIMFX · GMO TRUST
Stocks 63% · Bonds 22%
$2.33B1.3K
Federated Hermes Government Ultrashort Fund
FGUAX · Federated Hermes Institutional Trust · 4 share classes
Securitized 60% · Cash & short-term 32%
$2.33B266
Principal U.S. Small-Cap ETF
PSC · Principal Exchange-Traded Funds
Stocks 100% · Cash & short-term 0%
$2.33B510
Carillon Reams Unconstrained Bond Fund
SUBDX · Carillon Series Trust · 4 share classes
Securitized 57% · Bonds 38%
$2.33B295
John Hancock Core Bond ETF
JHCR · John Hancock Exchange-Traded Fund Trust
Bonds 50% · Securitized 48%
$2.32B963
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD · iShares Trust
Bonds 99% · Cash & short-term 6%
$2.32B3.0K
Amana Income Fund
AMANX · Amana Mutual Funds Trust · 2 share classes
Stocks 92%
$2.32B31
T. Rowe Price Tax-Free Income Fund, Inc.
PRTAX · T. ROWE PRICE TAX-FREE INCOME FUND, INC. · 3 share classes
Bonds 99% · Securitized 0%
$2.31B663
Empower Large Cap Growth Fund
MXLGX · EMPOWER FUNDS, INC. · 2 share classes
Stocks 98% · Cash & short-term 0%
$2.31B105
PSF PGIM Jennison Value Portfolio
Prudential Series Fund
Stocks 95% · Cash & short-term 11%
$2.31B65
PIMCO All Asset: Multi-Real Fund
PIMCO FUNDS
Bonds 121% · Stocks 27%
$2.31B627
iShares iBonds Dec 2026 Term Treasury ETF
IBTG · iShares Trust
Bonds 86% · Cash & short-term 13%
$2.30B33
Fidelity Advisor Mid Cap II Fund
FIIAX · Fidelity Advisor Series I · 5 share classes
Stocks 99% · Cash & short-term 1%
$2.30B184
Voya VACS Index Series I Portfolio
VVIIX · Voya VARIABLE PORTFOLIOS INC
Stocks 96% · Cash & short-term 5%
$2.30B713
Franklin Dynamic Municipal Bond ETF
FLMI · Franklin Templeton ETF Trust
Bonds 100%
$2.30B1.3K
MOA INTERNATIONAL FUND
MoA Funds Corp
Stocks 99% · Bonds 1%
$2.30B146
American Funds Short-Term Tax-Exempt Bond Fund
ASTEX · · 5 share classes
Bonds 100%
$2.30B1.2K
Fidelity SAI International Credit Fund
FSNDX · Fidelity Salem Street Trust
Bonds 92% · Cash & short-term 4%
$2.30B299
First Trust Long/Short Equity ETF
FTLS · First Trust Exchange-Traded Fund III
Stocks 69% · Cash & short-term 2%
$2.30B393
Baron Real Estate Fund
BREFX · BARON SELECT FUNDS · 3 share classes
Stocks 96%
$2.29B44
JPMorgan International Value ETF
JIVE · J.P. Morgan Exchange-Traded Fund Trust
Stocks 97% · Cash & short-term 4%
$2.29B372
Nomura Diversified Income Fund
DPDFX · Delaware Group Adviser Funds · 5 share classes
Bonds 48% · Securitized 48%
$2.29B762
Invesco Solar ETF
TAN · Invesco Exchange-Traded Fund Trust II
Stocks 100% · Cash & short-term 22%
$2.29B34
Cohen & Steers Global Realty Shares, Inc.
CSFAX · COHEN & STEERS GLOBAL REALTY SHARES, INC · 6 share classes
Stocks 100% · Cash & short-term 1%
$2.29B92
EQ/International Equity Index Portfolio
EQ Advisors Trust
Stocks 98% · Cash & short-term 1%
$2.29B699
First Trust Senior Loan Fund
FTSL · First Trust Exchange-Traded Fund IV
Loans 84% · Bonds 12%
$2.29B283
AST J.P. Morgan Aggressive Multi-Asset Portfolio
Advanced Series Trust
Stocks 97% · Cash & short-term 6%
$2.28B271
Aptus Collared Investment Opportunity ETF
ACIO · ETF Series Solutions
Stocks 101% · Cash & short-term 0%
$2.28B205
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI · abrdn ETFs
Bonds 74% · Cash & short-term 26%
$2.28B46
Fidelity Disciplined Equity Fund
FDEQX · Fidelity Capital Trust · 2 share classes
Stocks 100% · Cash & short-term 1%
$2.28B117
Invesco Global Opportunities Fund
AIM International Mutual Funds (Invesco International Mutual Funds)
Stocks 97% · Cash & short-term 4%
$2.28B177
LVIP MFS Value Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 99% · Bonds 1%
$2.27B72
Nuveen High Yield Fund
TIYRX · TIAA-CREF Funds · 6 share classes
Bonds 93% · Loans 5%
$2.27B395
JNL/RAFI Multi-Factor U.S. Equity Fund
JNL Series Trust
Stocks 100% · Cash & short-term 1%
$2.27B884
Schwab International Dividend Equity ETF
SCHY · SCHWAB STRATEGIC TRUST
Stocks 99% · Cash & short-term 2%
$2.27B105
AB Income Fund
AKGAX · AB BOND FUND, INC. · 4 share classes
Bonds 77% · Securitized 45%
$2.27B622
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund
TEGAX · Touchstone Strategic Trust · 5 share classes
Stocks 96% · Cash & short-term 5%
$2.27B60
Loomis Sayles Small Cap Growth Fund
LSSIX · LOOMIS SAYLES FUNDS II · 3 share classes
Stocks 98% · Cash & short-term 3%
$2.27B97
GMO Emerging Country Debt Fund
GMCDX · GMO TRUST · 3 share classes
Bonds 94% · Cash & short-term 3%
$2.27B288
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF · DBX ETF Trust
Stocks 99% · Cash & short-term 2%
$2.27B124
Neuberger Mid Cap Growth Fund
NMANX · NEUBERGER BERMAN EQUITY FUNDS · 8 share classes
Stocks 100% · Cash & short-term 1%
$2.26B73
Fidelity Asset Manager 30%
FTANX · Fidelity Charles Street Trust · 6 share classes
Stocks 91% · Cash & short-term 8%
$2.26B38
State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF
EBND · SPDR SERIES TRUST
Bonds 97% · Cash & short-term 1%
$2.26B623
Invesco Total Return Bond ETF
GTO · Invesco Actively Managed Exchange-Traded Fund Trust
Bonds 65% · Securitized 56%
$2.26B1.7K
Fidelity International Capital Appreciation K6 Fund
FAPCX · Fidelity Investment Trust
Stocks 100% · Cash & short-term 1%
$2.26B64
Invesco MSCI North America Climate ETF
Invesco Exchange-Traded Fund Trust II
Stocks 103% · Cash & short-term 1%
$2.26B280
Fidelity Advisor Freedom 2050 Fund
FFFYX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$2.26B50
LargeCap Value Fund III
PPSFX · Principal Funds, Inc · 4 share classes
Stocks 97% · Cash & short-term 3%
$2.26B881
American Funds Retirement Income Portfolio - Enhanced
NDARX · American Funds Retirement Income Portfolio Series · 14 share classes
Stocks 100%
$2.26B10
International Growth Fund
TWIEX · American Century World Mutual Funds, Inc. · 9 share classes
Stocks 98% · Cash & short-term 2%
$2.25B106
EQ/AB Small Cap Growth Portfolio
EQ Advisors Trust
Stocks 99% · Cash & short-term 3%
$2.25B2.0K
LVIP State Street Small-Cap Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 100% · Derivatives 0%
$2.25B2.0K
Empower Large Cap Value Fund
MXEQX · EMPOWER FUNDS, INC. · 3 share classes
Stocks 97% · Derivatives 3%
$2.25B181
Nuveen Lifecycle 2055 Fund
TTRLX · TIAA-CREF Funds · 4 share classes
Stocks 100% · Cash & short-term 0%
$2.25B19
NYLI MacKay U.S. Infrastructure Bond Fund
MGVAX · NEW YORK LIFE INVESTMENTS FUNDS · 5 share classes
Bonds 97% · Cash & short-term 4%
$2.25B538
LVIP American Growth-Income Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 100%
$2.25B1
DWS Science and Technology Fund
KTCIX · DEUTSCHE DWS SECURITIES TRUST · 4 share classes
Stocks 100% · Cash & short-term 1%
$2.24B59
T.Rowe Price Large Cap Growth Portfolio
Brighthouse Funds Trust II
Stocks 99% · Cash & short-term 2%
$2.24B115
Capital Group International Equity ETF
CGIE ·
Stocks 100%
$2.24B73
Hartford Total Return Bond ETF
HTRB · Hartford Funds Exchange-Traded Trust
Securitized 55% · Bonds 55%
$2.24B1.8K
AST Multi-Asset Diversified Plus Portfolio
Advanced Series Trust
Stocks 82% · Bonds 16%
$2.24B1.1K
THE HARTFORD SHORT DURATION FUND
HSDAX · HARTFORD MUTUAL FUNDS, INC · 9 share classes
Bonds 43% · Securitized 43%
$2.24B741
BlackRock 60/40 Target Allocation Fund
BlackRock Funds II
Stocks 100% · Cash & short-term 2%
$2.24B22
Variable Portfolio - Partners Core Equity Fund
Columbia Funds Variable Series Trust II
Stocks 100% · Cash & short-term 0%
$2.24B124
MOA CORE BOND FUND
MoA Funds Corp
Bonds 66% · Securitized 33%
$2.24B537
California Intermediate-Term Tax-Free Bond Fund
BCITX · American Century California Tax Free & Municipal Funds · 5 share classes
Bonds 100% · Stocks 0%
$2.24B1.0K
Nuveen Municipal High Income Opportunity Fund
NMZ ·
Bonds 160% · Stocks 1%
$2.23B1.5K
ProShares UltraPro Short QQQ
SQQQ · ProShares Trust
Other 104% · Cash & short-term 96%
$2.23B12
Brown Advisory Global Leaders Fund
BAFLX · Brown Advisory Funds · 2 share classes
Stocks 99% · Cash & short-term 1%
$2.23B32
MM S&P 500 Index Fund
MIEAX · MASSMUTUAL SELECT FUNDS · 7 share classes
Stocks 100% · Cash & short-term 0%
$2.23B507
JPMorgan Preferred and Income Securities Fund
JPDRX · JPMorgan Trust IV · 4 share classes
Bonds 83% · Stocks 11%
$2.23B195
BlackRock MuniHoldings Fund, Inc.
MHD ·
Bonds 167% · Cash & short-term 3%
$2.23B846
DWS Capital Growth Fund
SDGAX · DEUTSCHE DWS INVESTMENT TRUST · 5 share classes
Stocks 99% · Cash & short-term 3%
$2.23B73
First Eagle Small Cap Opportunity Fund
FESRX · First Eagle Funds · 4 share classes
Stocks 94% · Cash & short-term 5%
$2.23B234
World Selection Index Fund
NSRKX · Northern Funds · 2 share classes
Stocks 98% · Derivatives 2%
$2.23B680
VictoryShares Short-Term Bond ETF
USTB · Victory Portfolios II
Bonds 65% · Securitized 29%
$2.22B1.1K
LORD ABBETT DEVELOPING GROWTH FUND INC
LAGWX · LORD ABBETT DEVELOPING GROWTH FUND, INC. · 11 share classes
Stocks 100% · Cash & short-term 3%
$2.22B94
Cullen Emerging Markets High Dividend Fund
CEMGX · Cullen Funds Trust · 3 share classes
Stocks 97% · Cash & short-term 2%
$2.22B78
T. Rowe Price Retirement Balanced Fund
TRRIX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 4 share classes
Stocks 99% · Cash & short-term 1%
$2.22B26
Fidelity Small Cap Discovery Fund
FSCRX · Fidelity Concord Street Trust
Stocks 98% · Cash & short-term 4%
$2.21B162
Fidelity MSCI Financials Index ETF
FNCL · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$2.21B386
Columbia Select Mid Cap Growth Fund
CBSAX · COLUMBIA FUNDS SERIES TRUST I · 6 share classes
Stocks 99% · Cash & short-term 1%
$2.21B71
HCM Tactical Plus Fund
HCMGX · NORTHERN LIGHTS FUND TRUST III · 4 share classes
Stocks 97% · Cash & short-term 4%
$2.21B32
PIMCO Long Duration Total Return Fund
PLRIX · PIMCO FUNDS · 5 share classes
Bonds 134% · Securitized 36%
$2.21B1.2K
Lord Abbett Fundamental Equity Fund
LDFVX · LORD ABBETT SECURITIES TRUST · 11 share classes
Stocks 100% · Cash & short-term 0%
$2.21B57
Columbia Small Cap Value Discovery Fund
CSMIX · COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Stocks 99% · Cash & short-term 1%
$2.21B228
Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund
CFSIX · Touchstone Funds Group Trust · 6 share classes
Stocks 94% · Cash & short-term 6%
$2.21B32
American Century U.S. Quality Growth ETF
QGRO · American Century ETF Trust
Stocks 100% · Cash & short-term 0%
$2.21B191
Victory Growth & Income Fund
USGRX · Victory Portfolios III · 2 share classes
Stocks 99% · Other 0%
$2.21B437
JPMorgan Active High Yield ETF
JPHY · J.P. Morgan Exchange-Traded Fund Trust
Bonds 96% · Cash & short-term 2%
$2.21B532
Capital World Growth & Income Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 96% · Cash & short-term 3%
$2.21B333
Columbia Core Bond ETF
CRUX · Columbia ETF Trust I
Securitized 77% · Bonds 22%
$2.21B478
Fidelity Advisor Value Strategies Fund
FSOAX · Fidelity Advisor Series I · 6 share classes
Stocks 99% · Cash & short-term 3%
$2.20B176
PIMCO Dynamic Bond Fund
PUBAX · PIMCO FUNDS · 7 share classes
Securitized 95% · Bonds 52%
$2.20B1.4K
Invesco S&P 500 GARP ETF
SPGP · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 5%
$2.20B76
MyDestination 2025 Fund
GMWZX · GuideStone Funds · 3 share classes
Stocks 93% · Bonds 5%
$2.20B35
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG · WisdomTree Trust
Stocks 97% · Derivatives 2%
$2.20B285
DFA Short-Duration Real Return Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Bonds 96% · Cash & short-term 4%
$2.19B768
iShares Russell Top 200 ETF
IWL · iShares Trust
Stocks 100% · Cash & short-term 0%
$2.19B202
Fidelity Total International Equity Fund
FTCEX · Fidelity Investment Trust · 6 share classes
Stocks 98% · Cash & short-term 2%
$2.19B302
LVIP American Global Growth Allocation Managed Risk Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 97% · Cash & short-term 3%
$2.19B25
Diversified Income Fund
PGDIX · Principal Funds, Inc · 4 share classes
Bonds 72% · Securitized 11%
$2.19B3.1K
Invesco Intermediate Term Municipal Income Fund
VKLMX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 4 share classes
Bonds 97% · Stocks 1%
$2.19B824
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE · WisdomTree Trust
Stocks 100% · Cash & short-term 1%
$2.19B854
Schwab Select Large Cap Growth Fund
LGILX · LAUDUS TRUST
Stocks 95% · Cash & short-term 5%
$2.19B114
ERShares Private-Public Crossover ETF
XOVR · EntrepreneurShares Series Trust
Stocks 82% · Other 18%
$2.19B32
WisdomTree U.S. SmallCap Dividend Fund
DES · WisdomTree Trust
Stocks 100% · Cash & short-term 2%
$2.19B525
Fidelity Small Cap Value Index Fund
FISVX · Fidelity Salem Street Trust
Stocks 100% · Cash & short-term 3%
$2.18B1.4K
JPMorgan Emerging Markets Research Enhanced Equity Fund
EMRSX · JPMorgan Trust IV · 2 share classes
Stocks 97% · Cash & short-term 3%
$2.18B344
iShares MSCI Global Metals & Mining Producers ETF
PICK · iShares, Inc.
Stocks 99% · Cash & short-term 2%
$2.18B278
Stone Ridge Diversified Alternatives Fund
SRDBX · Stone Ridge Trust · 2 share classes
Bonds 62% · Securitized 20%
$2.18B7.5K
JPMorgan U.S. Momentum Factor ETF
JMOM · J.P. Morgan Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 1%
$2.18B277
International Equities Index Fund
VCIEX · VALIC Co I
Stocks 99% · Cash & short-term 1%
$2.18B701
LVIP BlackRock Global Allocation Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 71% · Bonds 12%
$2.18B2.4K
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG · Pacer Funds Trust
Stocks 100% · Cash & short-term 2%
$2.17B102
Polen Growth Fund
POLRX · FundVantage Trust · 2 share classes
Stocks 98% · Cash & short-term 3%
$2.17B27
Global X U.S. Preferred ETF
PFFD · GLOBAL X FUNDS
Stocks 99% · Cash & short-term 0%
$2.17B225
VanEck Intermediate Muni ETF
ITM · VanEck ETF Trust
Bonds 98%
$2.17B1.4K
JNL/Vanguard Growth ETF Allocation Fund
JNL Series Trust
Stocks 100% · Cash & short-term 5%
$2.17B20
Payden Limited Maturity Fund
PYLMX · PAYDEN & RYGEL INVESTMENT GROUP · 3 share classes
Bonds 54% · Securitized 44%
$2.17B509
SAM Flexible Income Portfolio
SAUPX · Principal Funds, Inc · 6 share classes
Stocks 93% · Cash & short-term 7%
$2.17B26
FPA Flexible Fixed Income Fund
FPFIX · Investment Managers Series Trust III · 3 share classes
Securitized 50% · Bonds 48%
$2.16B392
T. Rowe Price Blue Chip Growth ETF
TCHP · T. Rowe Price Exchange-Traded Funds, Inc.
Stocks 100% · Cash & short-term 0%
$2.16B67
MFS Growth Series
MFS VARIABLE INSURANCE TRUST
Stocks 100%
$2.16B76
PIMCO Inflation Response Multi-Asset Fund
PDRMX · PIMCO FUNDS · 6 share classes
Bonds 82% · Securitized 40%
$2.16B645
Strategic Bond Fund
RFCYX · RUSSELL INVESTMENT CO · 6 share classes
Bonds 50% · Securitized 34%
$2.16B1.0K
Bahl & Gaynor Income Growth ETF
BGIG · ETF Series Solutions
Stocks 100% · Bonds 0%
$2.16B53
International Social Core Equity Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 104% · Cash & short-term 5%
$2.16B3.9K
SRH Total Return Fund, Inc.
STEW ·
Stocks 103% · Cash & short-term 9%
$2.15B24
LVIP Fidelity Institutional AM(R) Total Bond Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Bonds 64% · Securitized 31%
$2.15B2.4K
International Advantage Portfolio
MFAIX · MORGAN STANLEY INSTITUTIONAL FUND INC · 5 share classes
Stocks 99% · Cash & short-term 2%
$2.15B33
iShares iBonds Dec 2027 Term Treasury ETF
IBTH · iShares Trust
Bonds 99% · Cash & short-term 3%
$2.15B52
American Funds College 2039 Fund
FCFGX · AMERICAN FUNDS COLLEGE TARGET DATE SERIES · 7 share classes
Stocks 100%
$2.15B19
Inflation Protection Fund
PIFPX · Principal Funds, Inc · 4 share classes
Bonds 98% · Cash & short-term 2%
$2.15B52
Global X Data Center & Digital Infrastructure ETF
DTCR · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 2%
$2.14B27
MFS Global Real Estate Fund
MGLAX · MFS SERIES TRUST XIII · 9 share classes
Stocks 100% · Derivatives 0%
$2.14B62
MFS New Discovery Fund
MNDAX · MFS SERIES TRUST I · 9 share classes
Stocks 100% · Cash & short-term 4%
$2.14B119
Royce Small-Cap Fund
PENNX · ROYCE FUND · 5 share classes
Stocks 97% · Cash & short-term 4%
$2.14B271
Franklin Lexington Private Markets Fund
Stocks 84% · Cash & short-term 4%
$2.13B278
Global X Lithium and Battery Tech ETF
LIT · GLOBAL X FUNDS
Stocks 100% · Cash & short-term 1%
$2.13B44
Destinations International Equity Fund
DIEFX · Brinker Capital Destinations Trust · 2 share classes
Stocks 96% · Cash & short-term 2%
$2.13B1.7K
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT ·
Stocks 100% · Bonds 21%
$2.13B155
Calvert U.S. Large Cap Value Responsible Index Fund
CFJAX · Calvert Responsible Index Series, Inc. · 3 share classes
Stocks 99% · Cash & short-term 1%
$2.13B527
Carillon Reams Core Plus Bond Fund
SCPDX · Carillon Series Trust · 4 share classes
Bonds 61% · Securitized 42%
$2.13B288
FlexShares Quality Dividend Index Fund
QDF · FlexShares Trust
Stocks 99% · Cash & short-term 8%
$2.13B139
High Yield Fixed Income Fund
NHFIX · Northern Funds
Bonds 95% · Derivatives 6%
$2.12B539
WisdomTree India Earnings Fund
EPI · WisdomTree Trust
Stocks 102% · Cash & short-term 0%
$2.12B571
Distillate U.S. Fundamental Stability & Value ETF
DSTL · ETF Series Solutions
Stocks 100% · Cash & short-term 0%
$2.12B108
AB Emerging Markets Opportunities ETF
EMOP · AB Active ETFs, Inc.
Stocks 99% · Cash & short-term 0%
$2.12B57
Thornburg Limited Term Municipal Fund
LTMFX · THORNBURG INVESTMENT TRUST · 4 share classes
Bonds 99%
$2.12B810
T. Rowe Price Spectrum Moderate Allocation Fund
TRPBX · T. ROWE PRICE SPECTRUM FUNDS II, INC. · 2 share classes
Stocks 85% · Bonds 8%
$2.12B2.0K
BARON OPPORTUNITY FUND
BIOPX · BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) · 3 share classes
Stocks 100%
$2.12B48
Focused Dynamic Growth Fund
ACFOX · American Century Growth Funds, Inc. · 6 share classes
Stocks 99% · Cash & short-term 1%
$2.12B49
Campbell Systematic Macro Fund
EBSAX · RBB Fund, Inc. · 4 share classes
Bonds 70% · Cash & short-term 16%
$2.12B119
The Core Fixed Income Portfolio
HCIIX · HC Capital Trust
Bonds 51% · Other 27%
$2.12B2.5K
iShares MSCI Pacific ex Japan ETF
EPP · iShares, Inc.
Stocks 91% · Other 9%
$2.12B101
Voya Small Cap Growth Fund
TCMSX · Voya Equity Trust · 6 share classes
Stocks 96% · Cash & short-term 4%
$2.12B100
CTIVP - T. Rowe Price Large Cap Value Fund
Columbia Funds Variable Series Trust II
Stocks 100% · Cash & short-term 0%
$2.11B80
iShares Select U.S. REIT ETF
ICF · iShares Trust
Stocks 100% · Cash & short-term 0%
$2.11B32
AST Small-Cap Equity Portfolio
Advanced Series Trust
Stocks 98% · Cash & short-term 31%
$2.11B1.9K
Motley Fool 100 Index ETF
TMFC · RBB Fund, Inc.
Stocks 100% · Cash & short-term 1%
$2.11B103
DIAMOND HILL LONG SHORT FUND
DIAMX · Diamond Hill Funds · 3 share classes
Stocks 58% · Cash & short-term 6%
$2.11B91
ARGA Emerging Markets Value Fund
ARMVX · ADVISORS' INNER CIRCLE III · 2 share classes
Stocks 94% · Cash & short-term 0%
$2.11B87
JNL/JPMorgan Managed Aggressive Growth Fund
JNL Series Trust
Stocks 100%
$2.11B28
SIIT DYNAMIC ASSET ALLOCATION FUND
SDLAX · SEI INSTITUTIONAL INVESTMENTS TRUST
Stocks 83% · Derivatives 27%
$2.11B526
Baron Generational Growth Fund
BGRFX · BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) · 3 share classes
Stocks 120%
$2.11B15
Invesco California Municipal Fund
OPCAX · AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) · 4 share classes
Bonds 109% · Derivatives 0%
$2.11B673
ARK Autonomous Technology & Robotics ETF
ARKQ · ARK ETF Trust
Stocks 100% · Cash & short-term 0%
$2.11B39
Fidelity Mid Cap Value Fund
FSMVX · Fidelity Devonshire Trust · 6 share classes
Stocks 100% · Cash & short-term 4%
$2.10B182
Global X MLP ETF
MLPA · GLOBAL X FUNDS
Stocks 109%
$2.10B20
SmallCap Fund
PSBMX · Principal Funds, Inc · 6 share classes
Stocks 100% · Cash & short-term 2%
$2.10B112
Empower Lifetime 2035 Fund
MXLLX · EMPOWER FUNDS, INC. · 3 share classes
Stocks 96% · Bonds 4%
$2.10B22
Emerging Markets Social Core Equity Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Stocks 101% · Cash & short-term 1%
$2.10B6.0K
Dimensional National Municipal Bond ETF
DFNM · Dimensional ETF Trust
Bonds 99% · Cash & short-term 0%
$2.10B1.1K
Harrison Street Real Assets Fund LLC
Other 93% · Stocks 17%
$2.10B67
Invesco Active Allocation Fund
AIM Growth Series (Invesco Growth Series)
Stocks 99% · Cash & short-term 2%
$2.10B34
THRIVENT GLOBAL STOCK PORTFOLIO
Thrivent Series Fund, Inc.
Stocks 74% · Cash & short-term 21%
$2.10B1.3K
BlackRock Emerging Markets Fund, Inc.
Stocks 92% · Cash & short-term 7%
$2.10B107
SIIT HIGH YIELD BOND FUND
SGYAX · SEI INSTITUTIONAL INVESTMENTS TRUST
Bonds 80% · Securitized 8%
$2.10B1.4K
Selected American Shares
SLASX · SELECTED AMERICAN SHARES INC · 2 share classes
Stocks 98% · Cash & short-term 2%
$2.10B45
Venerable Moderate Allocation Fund
VMAVX · Venerable Variable Insurance Trust
Stocks 100%
$2.09B4
BlackRock High Equity Income Fund
BMCIX · BlackRock Funds · 3 share classes
Stocks 63% · Bonds 40%
$2.09B171
The U.S. Equity Portfolio
HCEGX · HC Capital Trust
Stocks 100% · Cash & short-term 0%
$2.09B616
Managed Risk Growth-Income Fund
AMERICAN FUNDS INSURANCE SERIES
Stocks 97% · Cash & short-term 3%
$2.09B19
Victory Pioneer Core Equity Fund
PVFYX · Victory Portfolios IV · 4 share classes
Stocks 97% · Other 2%
$2.09B70
BNY Mellon Core Bond ETF
BKAG · BNY Mellon ETF Trust
Bonds 74% · Securitized 25%
$2.09B5.1K
Invesco Water Resources ETF
PHO · Invesco Exchange-Traded Fund Trust
Stocks 100% · Cash & short-term 4%
$2.09B39
THE HARTFORD MUNICIPAL OPPORTUNITIES FUND
HHMAX · HARTFORD MUTUAL FUNDS, INC · 5 share classes
Bonds 97% · Cash & short-term 1%
$2.08B804
Nationwide Strategic Income Fund
NWXEX · Nationwide Mutual Funds · 4 share classes
Bonds 66% · Securitized 33%
$2.08B727
Emerging Markets Debt Fund
JMKAX · John Hancock Funds II · 6 share classes
Bonds 97% · Cash & short-term 2%
$2.08B215
International Equity Index Fund
GIIYX · GuideStone Funds · 2 share classes
Stocks 95% · Cash & short-term 7%
$2.08B519
Nuveen ESG Large-Cap Value ETF
NULV · NuShares ETF Trust
Stocks 100%
$2.08B111
Fidelity Freedom Index Retirement Fund
FIKFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$2.07B8
Fidelity MSCI Industrials Index ETF
FIDU · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$2.07B362
Dimensional US Sustainability Core 1 ETF
DFSU · Dimensional ETF Trust
Stocks 100% · Cash & short-term 3%
$2.07B1.9K
Tax-Managed U.S. Mid & Small Cap Fund
RTSSX · RUSSELL INVESTMENT CO · 4 share classes
Stocks 96% · Cash & short-term 3%
$2.07B875
NYLIM VP Janus Henderson Balanced Portfolio
NYLIM VP FUNDS TRUST
Stocks 65% · Securitized 17%
$2.07B732
iShares AAA CLO Active ETF
BlackRock ETF Trust II
Securitized 100% · Cash & short-term 1%
$2.07B433
Invesco Short Term Bond Fund
STBAX · AIM Investment Securities Funds (Invesco Investment Securities Funds) · 6 share classes
Bonds 66% · Securitized 30%
$2.07B1.0K
T. Rowe Price Spectrum Conservative Allocation Fund
PRSIX · T. ROWE PRICE SPECTRUM FUNDS II, INC. · 2 share classes
Stocks 76% · Bonds 13%
$2.07B2.0K
Franklin U.S. Large Cap Multifactor Index ETF
FLQL · Franklin Templeton ETF Trust
Stocks 100% · Cash & short-term 1%
$2.07B217
iShares High Yield Muni Active ETF
BlackRock ETF Trust II
Bonds 96% · Cash & short-term 6%
$2.06B839
Columbia EM Core ex-China ETF
XCEM · Columbia ETF Trust II
Stocks 99% · Cash & short-term 1%
$2.06B452
Lord Abbett Multi-Asset Balanced Opportunity Fund
LABYX · LORD ABBETT INVESTMENT TRUST · 11 share classes
Stocks 100% · Cash & short-term 0%
$2.06B14
Disciplined Value Fund
BIGRX · American Century Quantitative Equity Funds, Inc. · 6 share classes
Stocks 100% · Cash & short-term 0%
$2.06B194
Empower T. Rowe Price Mid Cap Growth Fund
MXMGX · EMPOWER FUNDS, INC. · 2 share classes
Stocks 98% · Cash & short-term 2%
$2.05B127
NYLI S&P 500 Index Fund
MYSPX · NEW YORK LIFE INVESTMENTS FUNDS TRUST · 4 share classes
Stocks 98% · Cash & short-term 2%
$2.05B509
MFS Value Series
MFS VARIABLE INSURANCE TRUST
Stocks 99%
$2.05B72
Multimanager Lifestyle Moderate Portfolio
JALMX · John Hancock Funds II · 9 share classes
Stocks 93% · Bonds 7%
$2.05B84
VOYA STRATEGIC INCOME OPPORTUNITIES FUND
ISIAX · Voya Funds Trust · 6 share classes
Securitized 54% · Bonds 34%
$2.05B1.6K
CONESTOGA SMALL CAP FUND
CCASX · Conestoga Funds · 2 share classes
Stocks 100%
$2.04B44
Mercer Opportunistic Fixed Income Fund
MOFAX · Mercer Funds · 4 share classes
Bonds 62% · Securitized 20%
$2.04B2.3K
HCM Sector Plus Fund
HCMNX · NORTHERN LIGHTS FUND TRUST III · 5 share classes
Stocks 95% · Cash & short-term 5%
$2.04B61
Gabelli Equity Trust Inc
GAB ·
Stocks 111% · Bonds 6%
$2.04B708
Pacific Dynamix - Growth Portfolio
PACIFIC SELECT FUND
Stocks 100%
$2.04B10
TRI-CONTINENTAL Corp
TY ·
Stocks 75% · Bonds 25%
$2.04B240
Fidelity Advisor Industrials Fund
FCLAX · Fidelity Advisor Series VII · 6 share classes
Stocks 99% · Cash & short-term 5%
$2.04B50
Large-Cap Core Portfolio
PACIFIC SELECT FUND
Stocks 100% · Cash & short-term 1%
$2.04B67
FlexShares Morningstar US Market Factor Tilt Index Fund
TILT · FlexShares Trust
Stocks 99% · Cash & short-term 9%
$2.03B2.0K
Variable Portfolio - U.S. Flexible Moderate Growth Fund
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
Stocks 83% · Cash & short-term 15%
$2.03B50
American Funds Growth Portfolio
Brighthouse Funds Trust I
Stocks 100%
$2.03B1
Victory Pioneer CAT Bond Fund
ACBAX · Victory Portfolios IV · 3 share classes
Bonds 99% · Other 0%
$2.03B302
JNL/Invesco Small Cap Growth Fund
JNL Series Trust
Stocks 97% · Cash & short-term 4%
$2.03B101
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
BBMC · J.P. Morgan Exchange-Traded Fund Trust
Stocks 99% · Cash & short-term 5%
$2.03B559
iShares Russell 1000 Large-Cap Index Fund
BlackRock Funds III
Stocks 101%
$2.03B1
Fidelity Advisor Freedom 2025 Fund
FATWX · Fidelity Aberdeen Street Trust · 6 share classes
Stocks 100% · Bonds 0%
$2.03B45
Fidelity MSCI Energy Index ETF
FENY · FIDELITY COVINGTON TRUST
Stocks 100% · Cash & short-term 0%
$2.03B100
iShares U.S. Transportation ETF
IYT · iShares Trust
Stocks 100% · Cash & short-term 2%
$2.03B46
Project and Trade Finance Core Fund
Federated Hermes Core Trust III
Loans 82% · Cash & short-term 16%
$2.03B116
Emerging Markets Fund
TWMIX · American Century World Mutual Funds, Inc. · 9 share classes
Stocks 100% · Cash & short-term 1%
$2.03B88
Liberty All-Star Equity Fund
USA · LIBERTY ALL STAR EQUITY FUND
Stocks 98% · Cash & short-term 2%
$2.02B148
Active/Passive Balanced Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC
Stocks 98% · Cash & short-term 1%
$2.02B31
Nuveen Floating Rate Income Fund
NFRAX · Nuveen Investment Trust III · 4 share classes
Loans 86% · Bonds 10%
$2.02B437
Janus Henderson Mid Cap Value Fund
JMCVX · Janus Investment Fund · 8 share classes
Stocks 98% · Cash & short-term 2%
$2.02B75
Fidelity Corporate Bond Fund
FCBFX · Fidelity Salem Street Trust · 6 share classes
Bonds 95% · Securitized 2%
$2.02B618
Deutsche DWS Equity 500 Index Portfolio
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO
Stocks 99% · Cash & short-term 1%
$2.02B507
Colorado BondShares A Tax Exempt Fund
HICOX · COLORADO BONDSHARES A TAX EXEMPT FUND
Bonds 78%
$2.02B339
MFS Total Return Series
MFS VARIABLE INSURANCE TRUST
Stocks 60% · Bonds 23%
$2.02B923
Fidelity Freedom Index 2015 Fund
FLIFX · Fidelity Aberdeen Street Trust · 4 share classes
Stocks 100%
$2.01B9
Franklin Federal Intermediate-Term Tax-Free Income Fund
FKITX · Franklin Tax Free Trust · 5 share classes
Bonds 98% · Cash & short-term 2%
$2.01B579
LVIP BlackRock Dividend Value Managed Volatility Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
Stocks 96% · Cash & short-term 4%
$2.01B181
Mercer Core Fixed Income Fund
MCFVX · Mercer Funds · 4 share classes
Bonds 55% · Securitized 44%
$2.01B2.1K
iShares U.S. Financial Services ETF
IYG · iShares Trust
Stocks 100% · Cash & short-term 0%
$2.01B103
JNL Multi-Manager Small Cap Value Fund
JNL Series Trust
Stocks 99% · Cash & short-term 2%
$2.01B545
JPMorgan International Bond Opportunities ETF
JPIB · J.P. Morgan Exchange-Traded Fund Trust
Bonds 93% · Cash & short-term 4%
$2.01B992
First Trust Managed Municipal ETF
FMB · First Trust Exchange-Traded Fund III
Bonds 99%
$2.01B1.3K
Fixed Income SHares: Series C
FXICX · PIMCO Managed Accounts Trust
Securitized 71% · Bonds 68%
$2.01B528
Goldman Sachs Short-Term Conservative Income Fund
GPPIX · GOLDMAN SACHS TRUST · 5 share classes
Bonds 66% · Cash & short-term 25%
$2.01B207
Patient Opportunity Trust
LMORX · Advisor Managed Portfolios · 6 share classes
Stocks 105% · Derivatives 5%
$2.01B38
T. Rowe Price Retirement Blend 2030 Fund
TBLGX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 2 share classes
Stocks 99% · Cash & short-term 1%
$2.01B26
JNL/Loomis Sayles Global Growth Fund
JNL Series Trust
Stocks 97% · Cash & short-term 3%
$2.01B44
AB National Portfolio
ALTHX · AB MUNICIPAL INCOME FUND, INC. · 4 share classes
Bonds 99% · Securitized 1%
$2.00B879
T. Rowe Price Retirement Blend 2035 Fund
TBLYX · T. ROWE PRICE RETIREMENT FUNDS, INC. · 2 share classes
Stocks 99% · Cash & short-term 1%
$2.00B26
ClearBridge Small Cap Growth Fund
SASMX · Legg Mason Partners Investment Trust · 7 share classes
Stocks 100% · Cash & short-term 1%
$2.00B96
State Street(R) SPDR Portfolio Corporate Bond ETF
SPBO · SPDR SERIES TRUST
Bonds 99% · Cash & short-term 3%
$2.00B4.0K

Figures are each fund's own latest filing, so they are not all as of the same date.