Fund holdings by ticker
We cover 14,139 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 FUNDFXAIX Fidelity 500 Index FundIVV iShares Core S&P 500 ETFSPY SPDR S&P 500 ETF TRUSTVGTSX VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVBMFX VANGUARD TOTAL BOND MARKET INDEX FUNDQQQ Invesco QQQ Trust, Series 1VTBIX VANGUARD TOTAL BOND MARKET II INDEX FUNDAGTHX Growth Fund of AmericaVIGRX VANGUARD GROWTH INDEX FUNDVINIX VANGUARD INSTITUTIONAL INDEX FUNDVTMGX VANGUARD DEVELOPED MARKETS INDEX FUNDABALX American Balanced FundFCTDX Strategic Advisers Fidelity U.S. Total Stock FundVIVAX VANGUARD VALUE INDEX FUNDPONAX PIMCO Income FundAWSHX Washington Mutual Investors FundVIMSX VANGUARD MID-CAP INDEX FUNDIEFA iShares Core MSCI EAFE ETFVITAX VANGUARD INFORMATION TECHNOLOGY INDEX FUNDAIVSX Investment Co of AmericaNAESX VANGUARD SMALL-CAP INDEX FUNDIEMG iShares Core MSCI Emerging Markets ETFVEIEX VANGUARD EMERGING MARKETS STOCK INDEX FUNDCWGIX Capital World Growth & Income FundFCNTX Fidelity ContrafundANCFX American Funds Fundamental InvestorsANWPX New Perspective FundAMECX Income Fund of AmericaVTIIX VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUNDFSKAX Fidelity Total Market Index FundSWPPX Schwab S&P 500 Index FundAGG iShares Core U.S. Aggregate Bond ETFQCSTRX College Retirement Equities Fund - Total Global Stock AccountCAIBX Capital Income BuilderAEPGX EUPAC FundVWELX VANGUARD WELLINGTON FUNDVDAIX VANGUARD DIVIDEND APPRECIATION INDEX FUNDVTTHX VANGUARD TARGET RETIREMENT 2035 FUNDVTIBX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUNDSPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETFAMRMX American Mutual FundDODGX Dodge & Cox Stock FundFCFMX Fidelity Series Total Market Index FundIWF iShares Russell 1000 Growth ETFVTIVX VANGUARD TARGET RETIREMENT 2045 FUNDVFORX VANGUARD TARGET RETIREMENT 2040 FUNDSEEGX JPMorgan Large Cap Growth FundDODIX Dodge & Cox Income FundVTHRX VANGUARD TARGET RETIREMENT 2030 FUNDIJH iShares Core S&P Mid-Cap ETFABNDX Bond Fund of AmericaFSAKX Strategic Advisers U.S. Total Stock FundFDGRX Fidelity Growth Company FundAMCPX AMCAP FundQQQM Invesco NASDAQ 100 ETFVFIFX VANGUARD TARGET RETIREMENT 2050 FUNDFBGRX Fidelity Blue Chip Growth FundSCHD Schwab U.S. Dividend Equity ETFVYM VANGUARD HIGH DIVIDEND YIELD INDEX FUNDFIWGX Strategic Advisers Fidelity Core Income FundIJR iShares Core S&P Small-Cap ETFSGOV 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 IncXLK State Street(R) Technology Select Sector SPDR(R) ETFFSPSX Fidelity International Index FundVEXMX VANGUARD EXTENDED MARKET INDEX FUNDSMCWX SMALLCAP World Fund IncITOT iShares Core S&P Total U.S. Stock Market ETFFKINX Franklin Income FundEFA iShares MSCI EAFE ETFSGENX First Eagle Global FundVTTVX VANGUARD TARGET RETIREMENT 2025 FUNDFUSIX Strategic Advisers Fidelity International FundSCHX Schwab U.S. Large-Cap ETFVPMCX VANGUARD PRIMECAP FUNDIWM iShares Russell 2000 ETFFSGEX Fidelity Series Global ex U.S. Index FundVGSIX VANGUARD REAL ESTATE INDEX FUNDIWD iShares Russell 1000 Value ETFVBISX VANGUARD SHORT-TERM BOND INDEX FUNDFUBFX Fidelity U.S. Bond Index FundVICSX VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVFFVX VANGUARD TARGET RETIREMENT 2055 FUNDSCHF Schwab International Equity ETFPRWCX T. Rowe Price Capital Appreciation FundVTAPX VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDFBALX Fidelity Balanced FundVWNFX VANGUARD WINDSOR II FUNDVLACX VANGUARD LARGE-CAP INDEX FUNDVEIPX VANGUARD EQUITY INCOME FUNDDODFX Dodge & Cox International Stock FundSCHG Schwab U.S. Large-Cap Growth ETFIVW iShares S&P 500 Growth ETFVISVX VANGUARD SMALL-CAP VALUE INDEX FUNDVBINX VANGUARD BALANCED INDEX FUNDTIEIX Nuveen Equity Index FundTRBCX T. Rowe Price Blue Chip Growth Fund, Inc.BAGIX Baird Aggregate Bond FundGSIHX 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 FUNDAAGTX American Funds 2040 Target Date Retirement FundWOBDX JPMorgan Core Bond FundPDBAX PGIM Total Return Bond FundAAETX American Funds 2030 Target Date Retirement FundVBIIX VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDANEFX New Economy FundFSELX Select Semiconductors PortfolioWFSPX iShares S&P 500 Index FundMEIAX MFS Value FundVSCSX VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDPEYAX Putnam Large Cap Value FundQUAL iShares MSCI USA Quality Factor ETFFSMDX Fidelity Mid Cap Index FundBIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETFVSIGX VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDIEF iShares 7-10 Year Treasury Bond ETFIWR iShares Russell Mid-Cap ETFXLF State Street(R) Financial Select Sector SPDR(R) ETFVWUSX VANGUARD U.S. GROWTH FUNDVWINX VANGUARD WELLESLEY INCOME FUNDLBSAX Columbia Dividend Income FundPTTRX PIMCO Total Return FundAAHTX American Funds 2045 Target Date Retirement FundIVE iShares S&P 500 Value ETFBSIKX BlackRock Strategic Income Opportunities PortfolioBCOIX Baird Core Plus Bond FundBBCPX Bridge Builder Core Plus Bond FundVTEAX VANGUARD TAX-EXEMPT BOND INDEX FUNDMUB iShares National Muni Bond ETFMDIDX MFS International Diversification FundDFAC Dimensional U.S. Core Equity 2 ETFVWIGX VANGUARD INTERNATIONAL GROWTH FUNDPRGFX T. Rowe Price Growth Stock Fund, Inc.FSPGX Fidelity Large Cap Growth Index FundJEPI JPMorgan Equity Premium Income ETFLLDYX Lord Abbett Short Duration Income FundXLE State Street(R) Energy Select Sector SPDR(R) ETFSCHB Schwab U.S. Broad Market ETFTLT iShares 20+ Year Treasury Bond ETFFPCIX Strategic Advisers Core Income FundIWB iShares Russell 1000 ETFFSMAX 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 FundSPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETFHLIEX JPMorgan Equity Income FundSWTSX Schwab Total Stock Market Index FundGOVT iShares U.S. Treasury Bond ETFSMH VanEck Semiconductor ETFVTTSX VANGUARD TARGET RETIREMENT 2060 FUNDARTKX Artisan International Value FundFOCPX Fidelity OTC PortfolioDFEOX U.S. CORE EQUITY 1 PORTFOLIOTQQQ ProShares UltraPro QQQDGRO iShares Core Dividend Growth ETFMBB iShares MBS ETFVISGX VANGUARD SMALL-CAP GROWTH INDEX FUNDVFICX VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUNDXLV State Street(R) Health Care Select Sector SPDR(R) ETFJPST JPMorgan Ultra-Short Income ETFFSPTX Select Technology PortfolioDFCEX EMERGING MARKETS CORE EQUITY 2 PORTFOLIOVEURX VANGUARD EUROPEAN STOCK INDEX FUNDDFQTX U.S. CORE EQUITY 2 PORTFOLIOQCGRRX College Retirement Equities Fund - Growth AccountVDIGX VANGUARD DIVIDEND GROWTH FUNDVGHCX VANGUARD HEALTH CARE FUNDIUSB iShares Core Universal USD Bond ETFFSIGX Fidelity Series Investment Grade Bond FundFZROX Fidelity ZERO Total Market Index FundSPDW SPDR Portfolio Developed World ex- US ETFVTINX VANGUARD TARGET RETIREMENT INCOME FUNDFAGAX Fidelity Advisor Growth Opportunities FundCGDV Capital Group Dividend Value ETFPREIX T. Rowe Price Equity Index 500 FundVMVIX VANGUARD MID-CAP VALUE INDEX FUNDVMLTX VANGUARD LIMITED-TERM TAX-EXEMPT FUNDTCIEX Nuveen International Equity Index FundJEPQ JPMorgan Nasdaq Equity Premium Income ETFFIFZX Fidelity Series Bond Index FundDYNF iShares U.S. Equity Factor Rotation Active ETFVSBSX VANGUARD SHORT-TERM TREASURY INDEX FUNDFPURX Fidelity Puritan FundVTWNX VANGUARD TARGET RETIREMENT 2020 FUNDFLCNX Fidelity Contrafund K6QCGLRX College Retirement Equities Fund - Global Equities AccountFFFEX Fidelity Freedom 2030 FundFMAGX Fidelity Magellan FundFFFFX Fidelity Freedom 2040 FundFSSNX Fidelity Small Cap Index FundGBLAX American Funds Global Balanced FundTRVLX T. Rowe Price Value Fund, Inc.SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETFFFTHX Fidelity Freedom 2035 FundJUEAX JPMorgan U.S. Equity FundAADTX American Funds 2025 Target Date Retirement FundGIBAX Guggenheim Total Return Bond FundACWI iShares MSCI ACWI ETFAAMTX American Funds 2055 Target Date Retirement FundCUSUX Six Circles U.S. Unconstrained Equity FundFEMSX Fidelity Series Emerging Markets Opportunities FundDBLTX DoubleLine Total Return Bond FundVIITX VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUNDFBIFX Fidelity Freedom Index 2040 FundEEM iShares MSCI Emerging Markets ETFVITNX VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDTRRCX T. Rowe Price Retirement 2030 FundEFV iShares MSCI EAFE Value ETFLQD iShares iBoxx $ Investment Grade Corporate Bond ETFMWTIX TCW METWEST TOTAL RETURN BOND FUNDIDEV iShares Core MSCI International Developed Markets ETFFIHFX Fidelity Freedom Index 2035 FundVMGIX VANGUARD MID-CAP GROWTH INDEX FUNDFUQIX Fidelity SAI U.S. Quality Index FundMIEIX MFS International Equity FundAIBAX Intermediate Bond Fund of AmericaFILFX Strategic Advisers International FundNone PIMCO Long Duration Credit Bond PortfolioXLI State Street(R) Industrial Select Sector SPDR(R) ETFSLMCX Columbia Seligman Technology and Information FundGDX VanEck Gold Miners ETFVFTNX VANGUARD FTSE SOCIAL INDEX FUNDFNCMX Fidelity Nasdaq Composite Index FundFIOFX Fidelity Freedom Index 2045 FundVIPSX VANGUARD INFLATION-PROTECTED SECURITIES FUNDVMGAX VANGUARD MEGA CAP GROWTH INDEX FUNDCMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained FundFGKFX Fidelity Growth Company K6 FundTRRDX T. Rowe Price Retirement 2040 FundAHITX American High Income TrustAVUV Avantis U.S. Small Cap Value ETFJAAA Janus Henderson AAA CLO ETFFIPFX Fidelity Freedom Index 2050 FundTWCUX Ultra FundRGWFX American Funds Growth PortfolioVOOG VANGUARD S&P 500 GROWTH INDEX FUNDJHNBX Bond FundBBTBX Bridge Builder Core Bond FundJABAX Janus Henderson Balanced FundBBGLX Bridge Builder Large Cap Growth FundUSHY iShares Broad USD High Yield Corporate Bond ETFVASGX VANGUARD LIFESTRATEGY GROWTH FUNDFXIFX Fidelity Freedom Index 2030 FundFBND Fidelity Total Bond ETFAVEM Avantis Emerging Markets Equity ETFVMCAX VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUNDBBVLX Bridge Builder Large Cap Value FundIUSG iShares Core S&P U.S. Growth ETFFRDAX Franklin Rising Dividends FundVWEHX VANGUARD HIGH-YIELD CORPORATE FUNDTROSX T. Rowe Price Overseas Stock FundQCEQRX College Retirement Equities Fund - S&P 500 Index AccountBHYAX BlackRock High Yield PortfolioHLIPX JPMorgan Core Plus Bond FundFNDX Schwab Fundamental U.S. Large Company ETFSHY iShares 1-3 Year Treasury Bond ETFHACAX Harbor Capital Appreciation FundPMBMX MidCap FundOWLSX Old Westbury Large Cap Strategies FundMGIAX MFS International Intrinsic Value FundFFFGX Fidelity Freedom 2045 FundFGLGX Fidelity Series Large Cap Stock FundTRRJX T. Rowe Price Retirement 2035 FundFKDNX Franklin Dynatech FundJAMRX Janus Henderson Research FundDFLVX U.S. LARGE CAP VALUE PORTFOLIOVHCOX VANGUARD CAPITAL OPPORTUNITY FUNDEMXC 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 FundOAKMX Oakmark FundXLU State Street(R) Utilities Select Sector SPDR(R) ETFCGGR Capital Group Growth ETFAMUSX U.S. Government Securities FundVWNDX VANGUARD WINDSOR FUNDMDY SPDR S&P MIDCAP 400 ETF TRUSTPRBLX Parnassus Core Equity FundMTUM iShares MSCI USA Momentum Factor ETFEWY iShares MSCI South Korea ETFXLC State Street(R) Communication Services Select Sector SPDR(R) ETFIUSV iShares Core S&P U.S. Value ETFVSMGX VANGUARD LIFESTRATEGY MODERATE GROWTH FUNDAPGAX AB LARGE CAP GROWTH FUND INCFLPSX Fidelity Low-Priced Stock FundVGSTX VANGUARD STAR FUNDFTIHX Fidelity Total International Index FundBBIEX Bridge Builder International Equity FundFNIAX Fidelity Advisor New Insights FundMGRAX MFS International Growth FundGAIOX American Funds Growth and Income PortfolioLBNDX LORD ABBETT BOND DEBENTURE FUND INCUSMV iShares MSCI USA Min Vol Factor ETFDVY iShares Select Dividend ETFSCHA Schwab U.S. Small-Cap ETFPRDGX T. Rowe Price Dividend Growth Fund, Inc.RPMGX T. Rowe Price Mid-Cap Growth Fund, Inc.FFFHX Fidelity Freedom 2050 FundJDYRX PGIM High Yield FundFSMTX Fidelity SAI Total Bond FundIGSB iShares 1-5 Year Investment Grade Corporate Bond ETFJVMAX Disciplined Value Mid Cap FundVEXPX VANGUARD EXPLORER FUNDGQGPX GQG Partners Emerging Markets Equity FundIYW iShares U.S. Technology ETFVRVIX VANGUARD RUSSELL 1000 VALUE INDEX FUNDXLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETFSNXFX Schwab 1000 Index FundTBIIX Nuveen Bond Index FundMIAVX American Funds Multi-Sector Income FundEWJ iShares MSCI Japan ETFCANAX American Funds Strategic Bond FundSSEYX State Street Equity 500 Index II PortfolioTIBAX Thornburg Investment Income Builder FundVCOBX VANGUARD CORE BOND FUNDSHV iShares Short Treasury Bond ETFSDY State Street(R) SPDR(R) S&P(R) Dividend ETFFSUVX Fidelity SAI U.S. Low Volatility Index FundFDEWX Fidelity Freedom Index 2055 FundSOXX iShares Semiconductor ETFRGLGX American Funds Global Insight FundJDCAX Janus Henderson Forty FundQCSCRX College Retirement Equities Fund - Responsible Balanced AccountJAENX Janus Henderson Enterprise FundVHIAX JPMorgan Growth Advantage FundBBMUX Bridge Builder Municipal Bond FundAANTX American Funds 2060 Target Date Retirement FundJHQAX JPMorgan Hedged Equity 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 ETFCIUEX Six Circles International Unconstrained Equity FundTRRKX T. Rowe Price Retirement 2045 FundMDDVX BlackRock Equity Dividend FundWCMIX WCM Focused International Growth FundMUIIX Ultra Short Income PortfolioFBCGX Fidelity Blue Chip Growth K6 FundDFIV Dimensional International Value ETFFTLTX Fidelity Series Long-Term Treasury Bond Index FundFFTWX Fidelity Freedom 2025 FundVCAIX VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUNDVHCIX VANGUARD HEALTH CARE INDEX FUNDDFSTX U.S. SMALL CAP PORTFOLIOVWLTX VANGUARD LONG-TERM TAX-EXEMPT FUNDFSGGX Fidelity Global ex U.S. Index FundTRLGX T. Rowe Price Large-Cap Growth FundIGAAX International Growth and Income FundTILIX Nuveen Large Cap Growth Index FundDFSVX U.S. SMALL CAP VALUE PORTFOLIOIWP iShares Russell Mid-Cap Growth ETFTRRMX T. Rowe Price Retirement 2050 FundIEI iShares 3-7 Year Treasury Bond ETFLCCAX Columbia Contrarian Core FundPFIIX PIMCO Low Duration Income FundIHGIX THE HARTFORD DIVIDEND AND GROWTH FUNDIGIB iShares 5-10 Year Investment Grade Corporate Bond ETFCOWZ Pacer US Cash Cows 100 ETFFIGSX Fidelity Series International Growth FundFTEC Fidelity MSCI Information Technology Index ETFOEF iShares S&P 100 ETFFSOSX Fidelity Series Overseas FundMSHQX BlackRock Total Return FundVWSTX VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUNDMRSAX MFS Research International FundPFORX PIMCO International Bond Fund (U.S. Dollar-Hedged)ETSIX Eaton Vance Strategic Income FundFSBDX Fidelity Series Blue Chip Growth FundCVSIX Calamos Market Neutral Income FundXAOKX VIP Index 500 PortfolioESGU iShares ESG Aware MSCI USA ETFFINVX Fidelity Series International Value 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.MISHX AB Municipal Income SharesTRRHX T. Rowe Price Retirement 2025 FundUSIG iShares Broad USD Investment Grade Corporate Bond ETFVWAHX VANGUARD HIGH-YIELD TAX-EXEMPT FUNDCIVVX CAUSEWAY INTERNATIONAL VALUE FUNDSPHQ Invesco S&P 500 Quality ETFMKLOX BlackRock Global Allocation Fund, Inc.SGOVX First Eagle Overseas FundVMBSX VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDIWV iShares Russell 3000 ETFFSAMX Strategic Advisers Emerging Markets FundCGLBX Six Circles Global Bond FundJVLAX Disciplined Value FundUSFR WisdomTree Floating Rate Treasury FundSOXL Direxion Daily Semiconductor Bull 3X SharesAVDE Avantis International Equity ETFLIGRX Loomis Sayles Investment Grade Bond FundCBTAX Six Circles Tax Aware Bond FundBINC iShares Flexible Income Active ETFBLPAX American Funds Moderate Growth and Income PortfolioJGIAX JPMorgan Income FundNOSIX Stock Index FundBBJP JPMorgan BetaBuilders Japan ETFLUBAX Lord Abbett Ultra Short Bond FundTRULX T. Rowe Price U.S. Large-Cap Core Fund, Inc.VQNPX VANGUARD GROWTH AND INCOME FUNDPULS PGIM Ultra Short Bond ETFFCPAX Fidelity Advisor International Capital Appreciation FundPRFDX T. Rowe Price Equity Income FundFKGRX Franklin Growth FundFSTQX Fidelity Series International Developed Markets Bond Index FundHYG iShares iBoxx $ High Yield Corporate Bond ETFLGRRX Loomis Sayles Growth FundMVCAX MFS Mid Cap Value FundMINT PIMCO Enhanced Short Maturity Active Exchange-Traded FundFNKLX Fidelity Series Value Discovery FundDFAI Dimensional International Core Equity Market ETFDFFVX U.S. Targeted Value PortfolioDFISX INTERNATIONAL SMALL COMPANY PORTFOLIOVUSFX VANGUARD ULTRA-SHORT-TERM BOND FUNDFBLEX Fidelity Series Stock Selector Large Cap Value FundSPEM SPDR Portfolio Emerging Markets ETFFLCPX Fidelity SAI U.S. Large Cap Index FundSCHP Schwab U.S. TIPS ETFPRCOX T. Rowe Price U.S. Equity Research FundFAGIX Fidelity Capital and Income FundSPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETFGSLC Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETFSCHV Schwab U.S. Large-Cap Value ETFXLP State Street(R) Consumer Staples Select Sector SPDR(R) ETFDGRW WisdomTree U.S. Quality Dividend Growth FundFSTAX Fidelity Advisor Strategic Income FundFSPWX Fidelity SAI Inflation-Protected Bond Index FundEFG iShares MSCI EAFE Growth ETFFTRFX Federated Hermes Total Return Bond FundVETAX Victory Sycamore Established Value FundSTIP iShares 0-5 Year TIPS Bond ETFFQIFX Fidelity Freedom Index 2025 FundUSSPX Victory 500 Index FundFGRIX Fidelity Growth and Income PortfolioTRMCX T. Rowe Price Mid-Cap Value Fund, Inc.TIP iShares TIPS Bond ETFFDEEX Fidelity Freedom 2055 FundIWY iShares Russell Top 200 Growth ETFAMHIX American High-Income Municipal Bond FundTWCGX Growth FundDODBX Dodge & Cox Balanced FundVLGSX VANGUARD LONG-TERM TREASURY INDEX FUNDSCHM Schwab U.S. Mid-Cap 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 FundFPADX Fidelity Emerging Markets Index FundVLXVX VANGUARD TARGET RETIREMENT 2065 FUNDDFUV Dimensional U.S. Marketwide Value ETFAACTX American Funds 2020 Target Date Retirement FundSCZ iShares MSCI EAFE Small-Cap ETFFSCJX Fidelity SAI Canada Equity Index FundPRWAX T. Rowe Price All-Cap Opportunities FundACSTX Invesco Comstock FundFSMUX Strategic Advisers Municipal Bond FundNone PIMCO Short-Term Floating NAV Portfolio IIILIKPX BlackRock LifePath Index 2040 FundDISVX DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIOIWS iShares Russell Mid-Cap Value ETFFLTMX Fidelity Intermediate Municipal Income FundDFUSX U.S. LARGE COMPANY PORTFOLIODFAS Dimensional U.S. Small Cap ETFDFIVX DFA INTERNATIONAL VALUE PORTFOLIODFEVX EMERGING MARKETS VALUE PORTFOLIOSWISX Schwab International Index Fund