Fund holdings by ticker
We cover 14,199 US mutual funds and ETFs — every fund that files Form N-PORT with the SEC. The largest are listed below; every covered fund has a page — use the lookup or the API to reach the rest.
Largest funds
VTSMX VANGUARD TOTAL STOCK MARKET INDEX FUNDVFINX VANGUARD 500 INDEX FUNDIVV iShares Core S&P 500 ETFFXAIX Fidelity 500 Index FundSPY SPDR S&P 500 ETF TRUSTVGTSX VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDQQQ Invesco QQQ Trust, Series 1VBMFX VANGUARD TOTAL BOND MARKET INDEX FUNDVTBIX VANGUARD TOTAL BOND MARKET II INDEX FUNDVIGRX VANGUARD GROWTH INDEX FUNDAGTHX Growth Fund of AmericaVINIX VANGUARD INSTITUTIONAL INDEX FUNDVTMGX VANGUARD DEVELOPED MARKETS INDEX FUNDABALX American Balanced FundVIVAX VANGUARD VALUE INDEX FUNDFCTDX Strategic Advisers Fidelity U.S. Total Stock FundPONAX PIMCO Income FundVIMSX VANGUARD MID-CAP INDEX FUNDAWSHX Washington Mutual Investors FundNAESX VANGUARD SMALL-CAP INDEX FUNDAIVSX Investment Co of AmericaANCFX American Funds Fundamental InvestorsIEFA iShares Core MSCI EAFE ETFFCNTX Fidelity ContrafundVITAX VANGUARD INFORMATION TECHNOLOGY INDEX FUNDANWPX New Perspective FundIEMG iShares Core MSCI Emerging Markets ETFVEIEX VANGUARD EMERGING MARKETS STOCK INDEX FUNDCWGIX Capital World Growth & Income FundSPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETFAMECX Income Fund of AmericaVTIIX VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUNDQCSTRX College Retirement Equities Fund - Total Global Stock AccountAEPGX EUPAC FundFSKAX Fidelity Total Market Index FundSWPPX Schwab S&P 500 Index FundAGG iShares Core U.S. Aggregate Bond ETFVTTHX VANGUARD TARGET RETIREMENT 2035 FUNDIWF iShares Russell 1000 Growth ETFCAIBX Capital Income BuilderVWELX VANGUARD WELLINGTON FUNDVDAIX VANGUARD DIVIDEND APPRECIATION INDEX FUNDIJH iShares Core S&P Mid-Cap ETFXLK State Street(R) Technology Select Sector SPDR(R) ETFSEEGX JPMorgan Large Cap Growth FundVTIVX VANGUARD TARGET RETIREMENT 2045 FUNDVFORX VANGUARD TARGET RETIREMENT 2040 FUNDDODGX Dodge & Cox Stock FundVTIBX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUNDAMRMX American Mutual FundVTHRX VANGUARD TARGET RETIREMENT 2030 FUNDFCFMX Fidelity Series Total Market Index FundIJR iShares Core S&P Small-Cap ETFDODIX Dodge & Cox Income FundVFIFX VANGUARD TARGET RETIREMENT 2050 FUNDABNDX Bond Fund of AmericaFSAKX Strategic Advisers U.S. Total Stock FundFDGRX Fidelity Growth Company FundVEXMX VANGUARD EXTENDED MARKET INDEX FUNDAMCPX AMCAP FundQQQM Invesco NASDAQ 100 ETFVPMCX VANGUARD PRIMECAP FUNDFBGRX Fidelity Blue Chip Growth FundSCHD Schwab U.S. Dividend Equity ETFVYM VANGUARD HIGH DIVIDEND YIELD INDEX FUNDSMCWX SMALLCAP World Fund IncITOT iShares Core S&P Total U.S. Stock Market ETFFIWGX Strategic Advisers Fidelity Core Income FundSGOV iShares 0-3 Month Treasury Bond ETFVEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVT VANGUARD TOTAL WORLD STOCK INDEX FUNDRSP Invesco S&P 500 Equal Weight ETFVWITX VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUNDNEWFX New World Fund IncFSPSX Fidelity International Index FundIWM iShares Russell 2000 ETFIWD iShares Russell 1000 Value ETFFKINX Franklin Income FundSMH VanEck Semiconductor ETFVFFVX VANGUARD TARGET RETIREMENT 2055 FUNDVTTVX VANGUARD TARGET RETIREMENT 2025 FUNDEFA iShares MSCI EAFE ETFIVW iShares S&P 500 Growth ETFSGENX First Eagle Global FundVLACX VANGUARD LARGE-CAP INDEX FUNDFUSIX Strategic Advisers Fidelity International FundSCHX Schwab U.S. Large-Cap ETFFSGEX Fidelity Series Global ex U.S. Index FundVTAPX VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDPRWCX T. Rowe Price Capital Appreciation FundVGSIX VANGUARD REAL ESTATE INDEX FUNDVBISX VANGUARD SHORT-TERM BOND INDEX FUNDFUBFX Fidelity U.S. Bond Index FundVICSX VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVISVX VANGUARD SMALL-CAP VALUE INDEX FUNDDODFX Dodge & Cox International Stock FundSCHF Schwab International Equity ETFFBALX Fidelity Balanced FundVEIPX VANGUARD EQUITY INCOME FUNDVWNFX VANGUARD WINDSOR II FUNDTRBCX T. Rowe Price Blue Chip Growth Fund, Inc.VBINX VANGUARD BALANCED INDEX FUNDSCHG Schwab U.S. Large-Cap Growth ETFWFSPX iShares S&P 500 Index FundTIEIX Nuveen Equity Index FundBAGIX Baird Aggregate Bond FundIWR iShares Russell Mid-Cap ETFGSIHX Goldman Sachs GQG Partners International Opportunities FundIXUS iShares Core MSCI Total International Stock ETFAAFTX American Funds 2035 Target Date Retirement FundVRGWX VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVFSTX VANGUARD SHORT-TERM INVESTMENT-GRADE FUNDSPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETFAAGTX American Funds 2040 Target Date Retirement FundWOBDX JPMorgan Core Bond FundPDBAX PGIM Total Return Bond FundVBIIX VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDAAETX American Funds 2030 Target Date Retirement FundANEFX New Economy FundXLF State Street(R) Financial Select Sector SPDR(R) ETFFSELX Select Semiconductors PortfolioMEIAX MFS Value FundVSCSX VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDPEYAX Putnam Large Cap Value FundPRGFX T. Rowe Price Growth Stock Fund, Inc.QUAL iShares MSCI USA Quality Factor ETFFSMDX Fidelity Mid Cap Index FundVSIGX VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDBSIKX BlackRock Strategic Income Opportunities PortfolioIWB iShares Russell 1000 ETFIEF iShares 7-10 Year Treasury Bond ETFBBCPX Bridge Builder Core Plus Bond FundSOXX iShares Semiconductor ETFIVE iShares S&P 500 Value ETFPTTRX PIMCO Total Return FundVWUSX VANGUARD U.S. GROWTH FUNDVWINX VANGUARD WELLESLEY INCOME FUNDLBSAX Columbia Dividend Income FundBIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETFVISGX VANGUARD SMALL-CAP GROWTH INDEX FUNDVTTSX VANGUARD TARGET RETIREMENT 2060 FUNDAAHTX American Funds 2045 Target Date Retirement FundBCOIX Baird Core Plus Bond FundVTEAX VANGUARD TAX-EXEMPT BOND INDEX FUNDARTKX Artisan International Value FundMUB iShares National Muni Bond ETFJEPI JPMorgan Equity Premium Income ETFMDIDX MFS International Diversification FundDFAC Dimensional U.S. Core Equity 2 ETFVWIGX VANGUARD INTERNATIONAL GROWTH FUNDFSPGX Fidelity Large Cap Growth Index FundLLDYX Lord Abbett Short Duration Income FundHLIEX JPMorgan Equity Income FundSCHB Schwab U.S. Broad Market ETFQCGRRX College Retirement Equities Fund - Growth AccountTLT iShares 20+ Year Treasury Bond ETFFPCIX Strategic Advisers Core Income FundFSMAX Fidelity Extended Market Index FundDIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTFTBFX Fidelity Total Bond FundFGOMX Strategic Advisers Fidelity Emerging Markets FundAALTX American Funds 2050 Target Date Retirement FundDFIEX INTERNATIONAL CORE EQUITY 2 PORTFOLIOMFEGX MFS Growth FundSWTSX Schwab Total Stock Market Index FundGOVT iShares U.S. Treasury Bond ETFJEPQ JPMorgan Nasdaq Equity Premium Income ETFXLV State Street(R) Health Care Select Sector SPDR(R) ETFFOCPX Fidelity OTC PortfolioSPDW SPDR Portfolio Developed World ex- US ETFDFEOX U.S. CORE EQUITY 1 PORTFOLIOPREIX T. Rowe Price Equity Index 500 FundTQQQ ProShares UltraPro QQQDGRO iShares Core Dividend Growth ETFMBB iShares MBS ETFQCGLRX College Retirement Equities Fund - Global Equities AccountVFICX VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUNDJPST JPMorgan Ultra-Short Income ETFFSPTX Select Technology PortfolioDFCEX EMERGING MARKETS CORE EQUITY 2 PORTFOLIOVEURX VANGUARD EUROPEAN STOCK INDEX FUNDDFQTX U.S. CORE EQUITY 2 PORTFOLIOFMAGX Fidelity Magellan FundFLCNX Fidelity Contrafund K6VMVIX VANGUARD MID-CAP VALUE INDEX FUNDVDIGX VANGUARD DIVIDEND GROWTH FUNDVGHCX VANGUARD HEALTH CARE FUNDFFFFX Fidelity Freedom 2040 FundIUSB iShares Core Universal USD Bond ETFFSIGX Fidelity Series Investment Grade Bond FundFZROX Fidelity ZERO Total Market Index FundVTINX VANGUARD TARGET RETIREMENT INCOME FUNDCUSUX Six Circles U.S. Unconstrained Equity FundXLE State Street(R) Energy Select Sector SPDR(R) ETFFFFEX Fidelity Freedom 2030 FundSPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETFFAGAX Fidelity Advisor Growth Opportunities FundCGDV Capital Group Dividend Value ETFFBIFX Fidelity Freedom Index 2040 FundVMGIX VANGUARD MID-CAP GROWTH INDEX FUNDFFTHX Fidelity Freedom 2035 FundVITNX VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVMLTX VANGUARD LIMITED-TERM TAX-EXEMPT FUNDTCIEX Nuveen International Equity Index FundVTWNX VANGUARD TARGET RETIREMENT 2020 FUNDFIFZX Fidelity Series Bond Index FundDYNF iShares U.S. Equity Factor Rotation Active ETFTRVLX T. Rowe Price Value Fund, Inc.CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained FundXLI State Street(R) Industrial Select Sector SPDR(R) ETFVSBSX VANGUARD SHORT-TERM TREASURY INDEX FUNDFPURX Fidelity Puritan FundJUEAX JPMorgan U.S. Equity FundVMGAX VANGUARD MEGA CAP GROWTH INDEX FUNDFIHFX Fidelity Freedom Index 2035 FundVHCOX VANGUARD CAPITAL OPPORTUNITY FUNDFIOFX Fidelity Freedom Index 2045 FundFSSNX Fidelity Small Cap Index FundGBLAX American Funds Global Balanced FundIUSG iShares Core S&P U.S. Growth ETFGIBAX Guggenheim Total Return Bond FundAADTX American Funds 2025 Target Date Retirement FundFIPFX Fidelity Freedom Index 2050 FundACWI iShares MSCI ACWI ETFVIITX VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUNDAAMTX American Funds 2055 Target Date Retirement FundFEMSX Fidelity Series Emerging Markets Opportunities FundDBLTX DoubleLine Total Return Bond FundEEM iShares MSCI Emerging Markets ETFBBGLX Bridge Builder Large Cap Growth FundNone PIMCO Long Duration Credit Bond PortfolioFKDNX Franklin Dynatech FundTRRCX T. Rowe Price Retirement 2030 FundEFV iShares MSCI EAFE Value ETFVMCAX VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUNDLQD iShares iBoxx $ Investment Grade Corporate Bond ETFIDEV iShares Core MSCI International Developed Markets ETFJAMRX Janus Henderson Research FundBBVLX Bridge Builder Large Cap Value FundMIEIX MFS International Equity FundFUQIX Fidelity SAI U.S. Quality Index FundFGLGX Fidelity Series Large Cap Stock FundMWTIX TCW METWEST TOTAL RETURN BOND FUNDFXIFX Fidelity Freedom Index 2030 FundAIBAX Intermediate Bond Fund of AmericaFILFX Strategic Advisers International FundFFFGX Fidelity Freedom 2045 FundAHITX American High Income TrustBBTBX Bridge Builder Core Bond FundFNIAX Fidelity Advisor New Insights FundVIPSX VANGUARD INFLATION-PROTECTED SECURITIES FUNDSLMCX Columbia Seligman Technology and Information FundQCEQRX College Retirement Equities Fund - S&P 500 Index AccountMDY SPDR S&P MIDCAP 400 ETF TRUSTJABAX Janus Henderson Balanced FundVFTNX VANGUARD FTSE SOCIAL INDEX FUNDFNCMX Fidelity Nasdaq Composite Index FundFGKFX Fidelity Growth Company K6 FundBHYAX BlackRock High Yield PortfolioTRRDX T. Rowe Price Retirement 2040 FundFRDAX Franklin Rising Dividends FundAVUV Avantis U.S. Small Cap Value ETFJAAA Janus Henderson AAA CLO ETFTWCUX Ultra FundRGWFX American Funds Growth PortfolioVOOG VANGUARD S&P 500 GROWTH INDEX FUNDJHNBX Bond FundIUSV iShares Core S&P U.S. Value ETFUSHY iShares Broad USD High Yield Corporate Bond ETFVASGX VANGUARD LIFESTRATEGY GROWTH FUNDFBND Fidelity Total Bond ETFAVEM Avantis Emerging Markets Equity ETFFFFHX Fidelity Freedom 2050 FundBBIEX Bridge Builder International Equity FundVWEHX VANGUARD HIGH-YIELD CORPORATE FUNDTROSX T. Rowe Price Overseas Stock FundHLIPX JPMorgan Core Plus Bond FundFNDX Schwab Fundamental U.S. Large Company ETFSHY iShares 1-3 Year Treasury Bond ETFHACAX Harbor Capital Appreciation FundSSEYX State Street Equity 500 Index II PortfolioPMBMX MidCap FundOWLSX Old Westbury Large Cap Strategies FundMGIAX MFS International Intrinsic Value FundTRRJX T. Rowe Price Retirement 2035 FundDFLVX U.S. LARGE CAP VALUE PORTFOLIOEMXC iShares MSCI Emerging Markets ex China ETFFNDF Schwab Fundamental International Equity ETFAFTEX Tax Exempt Bond Fund of AmericaRDVY First Trust Rising Dividend Achievers ETFFCGSX Fidelity Series Growth Company FundFDEWX Fidelity Freedom Index 2055 FundCGGR Capital Group Growth ETFAMUSX U.S. Government Securities FundVWNDX VANGUARD WINDSOR FUNDPRBLX Parnassus Core Equity FundMTUM iShares MSCI USA Momentum Factor ETFEWY iShares MSCI South Korea ETFOAKMX Oakmark FundVSMGX VANGUARD LIFESTRATEGY MODERATE GROWTH FUNDFLPSX Fidelity Low-Priced Stock FundJDCAX Janus Henderson Forty FundPRDGX T. Rowe Price Dividend Growth Fund, Inc.VGSTX VANGUARD STAR FUNDLBNDX LORD ABBETT BOND DEBENTURE FUND INCFTIHX Fidelity Total International Index FundJVMAX Disciplined Value Mid Cap FundXLU State Street(R) Utilities Select Sector SPDR(R) ETFMGRAX MFS International Growth FundRPMGX T. Rowe Price Mid-Cap Growth Fund, Inc.TBIIX Nuveen Bond Index FundGAIOX American Funds Growth and Income PortfolioUSMV iShares MSCI USA Min Vol Factor ETFDVY iShares Select Dividend ETFAPGAX AB LARGE CAP GROWTH FUND INCSCHA Schwab U.S. Small-Cap ETFGDX VanEck Gold Miners ETFVCOBX VANGUARD CORE BOND FUNDXLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETFTIBAX Thornburg Investment Income Builder FundWCMIX WCM Focused International Growth FundMIAVX American Funds Multi-Sector Income FundVHIAX JPMorgan Growth Advantage FundJAENX Janus Henderson Enterprise FundJDYRX PGIM High Yield FundXLC State Street(R) Communication Services Select Sector SPDR(R) ETFFSMTX Fidelity SAI Total Bond FundIGSB iShares 1-5 Year Investment Grade Corporate Bond ETFVEXPX VANGUARD EXPLORER FUNDCIUEX Six Circles International Unconstrained Equity FundQCSCRX College Retirement Equities Fund - Responsible Balanced AccountIWP iShares Russell Mid-Cap Growth ETFIYW iShares U.S. Technology ETFVRVIX VANGUARD RUSSELL 1000 VALUE INDEX FUNDSNXFX Schwab 1000 Index FundSDY State Street(R) SPDR(R) S&P(R) Dividend ETFEWJ iShares MSCI Japan ETFCANAX American Funds Strategic Bond FundGQGPX GQG Partners Emerging Markets Equity FundBBMUX Bridge Builder Municipal Bond FundSHV iShares Short Treasury Bond ETFIGAAX International Growth and Income FundFSUVX Fidelity SAI U.S. Low Volatility Index FundRGLGX American Funds Global Insight FundTRLGX T. Rowe Price Large-Cap Growth FundXAOKX VIP Index 500 PortfolioPFORX PIMCO International Bond Fund (U.S. Dollar-Hedged)AANTX American Funds 2060 Target Date Retirement FundOEF iShares S&P 100 ETFFFTWX Fidelity Freedom 2025 FundVIHAX VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUNDSPMO Invesco S&P 500 Momentum ETFAVDV Avantis International Small Cap Value ETFDFUS Dimensional U.S. Equity Market ETFTRRKX T. Rowe Price Retirement 2045 FundMDDVX BlackRock Equity Dividend FundPFIIX PIMCO Low Duration Income FundMUIIX Ultra Short Income PortfolioFBCGX Fidelity Blue Chip Growth K6 FundJVLAX Disciplined Value FundIWV iShares Russell 3000 ETFNOSIX Stock Index FundDFIV Dimensional International Value ETFFTLTX Fidelity Series Long-Term Treasury Bond Index FundVCAIX VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUNDCIVVX CAUSEWAY INTERNATIONAL VALUE FUNDVHCIX VANGUARD HEALTH CARE INDEX FUNDDFSTX U.S. SMALL CAP PORTFOLIOVWLTX VANGUARD LONG-TERM TAX-EXEMPT FUNDFSGGX Fidelity Global ex U.S. Index FundTILIX Nuveen Large Cap Growth Index FundDFSVX U.S. SMALL CAP VALUE PORTFOLIOJHQAX JPMorgan Hedged Equity FundPRCOX T. Rowe Price U.S. Equity Research FundTRRMX T. Rowe Price Retirement 2050 FundIEI iShares 3-7 Year Treasury Bond ETFVQNPX VANGUARD GROWTH AND INCOME FUNDLCCAX Columbia Contrarian Core FundCGLBX Six Circles Global Bond FundSPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETFIHGIX THE HARTFORD DIVIDEND AND GROWTH FUNDIGIB iShares 5-10 Year Investment Grade Corporate Bond ETFCOWZ Pacer US Cash Cows 100 ETFCBTAX Six Circles Tax Aware Bond FundVPCCX VANGUARD PRIMECAP CORE FUNDMSHQX BlackRock Total Return FundBPTRX Baron Partners FundFIGSX Fidelity Series International Growth FundTRULX T. Rowe Price U.S. Large-Cap Core Fund, Inc.FTEC Fidelity MSCI Information Technology Index ETFFSOSX Fidelity Series Overseas FundFSPWX Fidelity SAI Inflation-Protected Bond Index FundVWSTX VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUNDMRSAX MFS Research International FundETSIX Eaton Vance Strategic Income FundPRFDX T. Rowe Price Equity Income FundFSBDX Fidelity Series Blue Chip Growth FundCVSIX Calamos Market Neutral Income FundESGU iShares ESG Aware MSCI USA ETFFINVX Fidelity Series International Value FundFSTQX Fidelity Series International Developed Markets Bond Index FundVRTIX VANGUARD RUSSELL 2000 INDEX FUNDFNILX Fidelity ZERO Large Cap Index FundTRIGX T. Rowe Price International Value Equity FundPRCIX T. Rowe Price New Income Fund, Inc.FKGRX Franklin Growth FundMISHX AB Municipal Income SharesTRRHX T. Rowe Price Retirement 2025 FundUSIG iShares Broad USD Investment Grade Corporate Bond ETFMVCAX MFS Mid Cap Value FundVWAHX VANGUARD HIGH-YIELD TAX-EXEMPT FUNDSPEM SPDR Portfolio Emerging Markets ETFSPHQ Invesco S&P 500 Quality ETFMKLOX BlackRock Global Allocation Fund, Inc.SGOVX First Eagle Overseas FundVMBSX VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDFSAMX Strategic Advisers Emerging Markets FundFDEEX Fidelity Freedom 2055 FundLIGRX Loomis Sayles Investment Grade Bond FundUSFR WisdomTree Floating Rate Treasury FundIWY iShares Russell Top 200 Growth ETFSOXL Direxion Daily Semiconductor Bull 3X SharesAVDE Avantis International Equity ETFSPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETFVLXVX VANGUARD TARGET RETIREMENT 2065 FUNDBINC iShares Flexible Income Active ETFBLPAX American Funds Moderate Growth and Income PortfolioJGIAX JPMorgan Income FundDGRW WisdomTree U.S. Quality Dividend Growth FundBBJP JPMorgan BetaBuilders Japan ETFLUBAX Lord Abbett Ultra Short Bond FundSCHP Schwab U.S. TIPS ETFPRSCX T. Rowe Price Science & Technology Fund, Inc.MINT PIMCO Enhanced Short Maturity Active Exchange-Traded FundLGRRX Loomis Sayles Growth FundTRMCX T. Rowe Price Mid-Cap Value Fund, Inc.STFAX State Street Equity 500 Index FundPULS PGIM Ultra Short Bond ETFFCPAX Fidelity Advisor International Capital Appreciation FundHYG iShares iBoxx $ High Yield Corporate Bond ETFFSTAX Fidelity Advisor Strategic Income FundFNKLX Fidelity Series Value Discovery FundDFAI Dimensional International Core Equity Market ETFDFFVX U.S. Targeted Value PortfolioDFISX INTERNATIONAL SMALL COMPANY PORTFOLIOFQIFX Fidelity Freedom Index 2025 FundVUSFX VANGUARD ULTRA-SHORT-TERM BOND FUNDFBLEX Fidelity Series Stock Selector Large Cap Value FundFLCPX Fidelity SAI U.S. Large Cap Index FundIWS iShares Russell Mid-Cap Value ETFFAGIX Fidelity Capital and Income FundGSLC Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETFSCHV Schwab U.S. Large-Cap Value ETFLIKPX BlackRock LifePath Index 2040 FundVETAX Victory Sycamore Established Value FundIWO iShares Russell 2000 Growth ETFFVWSX Fidelity Series Opportunistic Insights FundEFG iShares MSCI EAFE Growth ETFFTRFX Federated Hermes Total Return Bond FundSTIP iShares 0-5 Year TIPS Bond ETFUSSPX Victory 500 Index FundFDKLX Fidelity Freedom Index 2060 FundFGRIX Fidelity Growth and Income PortfolioTIP iShares TIPS Bond ETFDODBX Dodge & Cox Balanced FundAMHIX American High-Income Municipal Bond FundPRNHX T. Rowe Price New Horizons Fund, Inc.TWCGX Growth FundPYLD PIMCO Multisector Bond Active Exchange-Traded FundPRWAX T. Rowe Price All-Cap Opportunities FundVLGSX VANGUARD LONG-TERM TREASURY INDEX FUNDCMIUX Six Circles Managed Equity Portfolio International Unconstrained FundSCHM Schwab U.S. Mid-Cap ETFIWN iShares Russell 2000 Value ETFEMB iShares J.P. Morgan USD Emerging Markets Bond ETFFDIVX Fidelity Diversified International FundQLD ProShares Ultra QQQDEMAX Nomura Emerging Markets FundHILAX The Hartford International Value FundITA iShares U.S. Aerospace & Defense ETFFPADX Fidelity Emerging Markets Index FundDFUV Dimensional U.S. Marketwide Value ETFAACTX American Funds 2020 Target Date Retirement Fund