iShares Core S&P Smallcap ETF | 8,582,813 | Jun 29, 2022 | 7.06% | 86,214,357 |
Fidelity Low-Priced Stock Fund | 4,715,443 | May 30, 2022 | 4.01% | 47,366,625 |
Fidelity Balanced Fund | 3,089,222 | May 30, 2022 | 2.63% | 31,031,235 |
Vanguard Small-Cap Index Fund | 2,965,343 | Mar 30, 2022 | 2.44% | 29,786,870 |
iShares Russell 2000 ETF | 2,700,297 | Jun 29, 2022 | 2.22% | 27,124,483 |
Vanguard Total Stock Market Index Fund | 2,697,954 | Mar 30, 2022 | 2.22% | 27,100,948 |
iShares S&P Smallcap 600 Value ETF | 2,259,696 | Jun 29, 2022 | 1.86% | 22,698,646 |
Fidelity Advisor Stock Selector Mid Cap Fund | 2,060,834 | May 30, 2022 | 1.75% | 20,701,077 |
Vanguard Small Cap Value Index Fund | 1,974,299 | Mar 30, 2022 | 1.62% | 19,831,833 |
Fidelity Mid-Cap Stock Fund | 1,908,667 | May 30, 2022 | 1.62% | 19,172,560 |
Fidelity Value Fund | 1,791,644 | May 30, 2022 | 1.52% | 17,997,064 |
AMG Managers River Road Small Cap Value Fund | 1,692,013 | Apr 29, 2022 | 1.44% | 16,996,270 |
Vanguard Tax Managed Fund-Small Cap Fund | 1,056,515 | Mar 30, 2022 | 0.90% | 10,612,693 |
Fidelity Small Cap Index Fund | 910,778 | May 30, 2022 | 0.77% | 9,148,765 |
Fidelity Strategic Advisors Small-Mid Cap Fund | 882,638 | May 30, 2022 | 0.75% | 8,866,098 |
Fidelity Central Investment Port-Real Estate Equity Central Fd | 858,700 | Mar 30, 2022 | 0.73% | 8,625,641 |