Trust for Advised Port-Miller Opportunity Trust | 5,343,588 | 29 Jun 2022 | 2.57% | 12,764,762 |
Vanguard Total Stock Market Index Fund | 3,245,763 | 30 Mar 2022 | 1.56% | 7,753,478 |
iShares Russell 2000 ETF | 2,177,557 | 29 Jun 2022 | 1.05% | 5,201,747 |
Vanguard Extended Market Index Fund | 1,274,327 | 30 Mar 2022 | 0.61% | 3,044,112 |
Vanguard Small-Cap Index Fund | 1,118,297 | 30 Mar 2022 | 0.54% | 2,671,387 |
iShares NASDAQ Biotechnology ETF | 765,162 | 29 Jun 2022 | 0.37% | 1,827,818 |
Vanguard Small-Cap Growth Index Fund | 701,055 | 30 Mar 2022 | 0.34% | 1,674,680 |
Fidelity Small Cap Index Fund | 655,739 | 30 May 2022 | 0.32% | 1,566,429 |
iShares Russell 2000 Growth ETF | 635,863 | 29 Jun 2022 | 0.31% | 1,518,949 |
Fidelity Extended Market Index Fund | 567,734 | 30 May 2022 | 0.27% | 1,356,202 |
College Retirement Equities Fund-Stock Account | 263,915 | 30 Mar 2022 | 0.13% | 630,440 |
SEI Institutional Managed Tr-Small Cap Fund | 256,330 | 29 Jun 2022 | 0.12% | 612,321 |
Schwab Capital Trust-Small Cap Index Fund | 215,921 | 29 Apr 2022 | 0.10% | 515,792 |
Vanguard Explorer Fund, Inc. | 216,409 | 29 Apr 2022 | 0.10% | 516,957 |
Quantitative Master Series Tr-Master Small Cap Index Series | 144,839 | 30 Mar 2022 | 0.07% | 345,991 |
TIAA-CREF Funds-Small-Cap Blend Index Fund | 148,497 | 29 Apr 2022 | 0.07% | 354,729 |
Fidelity Total Market Index Fund | 140,644 | 30 May 2022 | 0.07% | 335,970 |