1 Fidelity 500 Index Fund FXAIX · Mutual fund $841.41B 0.01% $268.67 −0.36% $0.97 2 American Funds Growth Fund of Amer 529A CGFAX · Mutual fund $342.42B 0.62% $86.94 −0.10% $0.09 3 American Balanced Fund A ABALX · Mutual fund $282.59B 0.55% $40.93 −0.17% $0.07 4 Strategic Advisers Fidelity US TtlStk FCTDX · Mutual fund $264.95B 0.28% $22.15 −0.23% $0.05 5 PIMCO Income Fund PIMIX · Mutual fund $230.89B 0.83% $10.70 −0.09% $0.01 6 Washington Mutual Investors Fund A AWSHX · Mutual fund $217.88B 0.55% $68.50 −0.55% $0.38 7 Fidelity Contrafund K FCNKX · Mutual fund $188.81B 0.67% $27.33 +0.11% $0.03 8 American Funds Investment Co of America C AICCX · Mutual fund $185.64B 1.31% $68.03 −0.07% $0.05 9 American Funds Fundamental Invs F3 FUNFX · Mutual fund $183.97B 0.28% $103.67 −0.01% $0.01 10 Vanguard Morningstar Small-Cap ETF VB $183.40B 0.03% $300.01 +0.05% $0.16 11 New Perspective Fund - Class F-3 FNPFX · Mutual fund $174.45B 0.40% $76.07 −0.24% $0.18 12 Vanguard Information Technology ETF VGT $160.20B 0.09% $121.27 +0.32% $0.39 13 Capital World Growth and Income Fund F-2 WGIFX · Mutual fund $158.20B 0.52% $82.81 +0.12% $0.10 14 Fidelity 500 Index Premium FUSVX · Mutual fund $156.98B — $95.27 −0.63% $0.60 — 15 First Eagle Core Plus Municipal Fund Class A FPMAX · Mutual fund $152.76B 0.67% $10.06 +0.00% $0.00 16 The Income Fund of America F-3 FIFAX · Mutual fund $148.23B 0.26% $28.41 −0.42% $0.12 17 SPDR Gold Shares GLD $143.51B — $406.77 −0.84% $3.45 18 American Funds EuroPacific Growth Cl F-1 Shs AEGFX · Mutual fund $137.41B 0.86% $64.62 +0.09% $0.06 19 Vanguard Target Retirement 2035 Fund VTTHX · Mutual fund $132.44B 0.08% $30.16 −0.07% $0.02 20 JPMorgan Large Cap Growth Fund JLGRX · Mutual fund $126.90B 0.54% $87.76 −0.03% $0.03 21 Vanguard Wellington Fund Admiral Shares VWENX · Mutual fund $125.37B 0.16% $81.79 −0.17% $0.14 22 iShares Core S&P Mid-Cap ETF IJH $124.57B 0.05% $75.85 +0.13% $0.10 23 Vanguard Target Retirement 2045 Fund VTIVX · Mutual fund $123.37B 0.08% $39.11 −0.08% $0.03 24 Dodge & Cox Stock Fund DOXGX · Mutual fund $120.51B 0.41% $18.27 −0.65% $0.12 25 Vanguard Target Retirement 2040 Fund VFORX · Mutual fund $118.00B 0.08% $55.63 −0.07% $0.04 26 American Mutual Fund C AMFCX · Mutual fund $117.86B 1.33% $63.48 −0.38% $0.24 27 Vanguard Target Retirement 2030 Fund VTHRX · Mutual fund $116.75B 0.08% $46.09 −0.04% $0.02 28 Schwab U.S. Dividend Equity ETF SCHD $112.94B 0.06% $34.80 −0.80% $0.28 29 Dodge & Cox Income Fund - Class I DODIX · Mutual fund $110.92B 0.41% $12.53 +0.00% $0.00 30 Fidelity Blue Chip Growth Fund FBGKX · Mutual fund $109.40B 0.54% $315.01 +0.34% $1.07 31 Vanguard Target Retirement 2050 Fund VFIFX · Mutual fund $106.90B 0.08% $67.45 −0.09% $0.06 32 iShares 0-3 Month Treasury Bond ETF SGOV $106.70B 0.09% $100.47 +0.04% $0.05 33 Fidelity Growth Company Fund Retail Class FDGRX · Mutual fund $106.04B 0.69% $59.45 +0.20% $0.12 34 Dodge & Cox International Stock Fund DODFX · Mutual fund $103.42B 0.61% $18.76 +0.05% $0.01 35 The Bond Fund of America, Class F-1 Shares BFAFX · Mutual fund $100.66B 0.64% $11.06 +0.00% $0.00 36 Vanguard Extended Market ETF VXF $100.44B 0.05% $242.66 +0.14% $0.34 37 Vanguard PRIMECAP Fund Admiral Shares VPMAX · Mutual fund $99.37B 0.27% $230.98 +0.68% $1.56 38 iShares Core S&P Total U.S. Stock Market ETF ITOT $96.19B 0.03% $168.64 −0.31% $0.53 39 American Funds AMCAP A AMCPX · Mutual fund $93.09B 0.64% $45.70 −0.31% $0.14 40 Strategic Advisers Fidelity Core Income Fund FIWGX · Mutual fund $91.77B 0.16% $9.03 +0.00% $0.00 41 American Funds New World Fund Cl F-1Shs NWFFX · Mutual fund $91.70B 0.96% $107.91 +0.31% $0.33 42 Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX · Mutual fund $89.02B 0.09% $13.43 −0.07% $0.01 43 American Funds SMALLCAP World 529A CSPAX · Mutual fund $89.02B 1.04% $82.14 +0.74% $0.60 44 Fidelity International Index FSPSX · Mutual fund $85.21B 0.03% $69.67 −0.09% $0.06 45 Franklin Income Fund FRIAX · Mutual fund $79.54B 0.46% $2.54 −0.39% $0.01 46 Vanguard Target Retirement 2025 Fund VTTVX · Mutual fund $77.09B 0.08% $21.42 −0.05% $0.01 47 Strategic Advisers Fidelity International Fund FUSIX · Mutual fund $76.51B 0.29% $16.87 −0.06% $0.01 48 First Eagle Global C FESGX · Mutual fund $76.06B 1.85% $85.66 −0.48% $0.41 49 Vanguard Target Retirement 2055 Fund VFFVX · Mutual fund $75.80B 0.08% $75.37 −0.08% $0.06 50 Vanguard Morningstar Large-Cap ETF VV $75.12B 0.03% $354.97 −0.33% $1.16 51 Schwab U.S. Large-Cap ETF SCHX $73.91B 0.03% $30.36 −0.43% $0.13 52 Fidelity U.S. Bond Index Fund FXNAX · Mutual fund $69.10B 0.03% $10.26 +0.00% $0.00 53 Vanguard Morningstar Small-Cap Value ETF VBR $68.30B 0.05% $247.11 +0.08% $0.19 54 Vanguard Equity Income Fund Admiral Shares VEIRX · Mutual fund $67.50B 0.17% $104.15 −0.43% $0.45 55 Vanguard Windsor II Fund Admiral Shares VWNAX · Mutual fund $67.31B 0.24% $95.48 −0.59% $0.57 56 Fidelity Balanced Fund FBAKX · Mutual fund $67.30B 0.39% $35.62 −0.14% $0.05 57 VanEck Semiconductor ETF SMH $66.62B 0.35% $567.01 +2.61% $14.41 58 Vanguard Balanced Index Fund VBINX · Mutual fund $64.32B 0.18% $54.99 −0.20% $0.11 59 Schwab U.S. Large-Cap Growth ETF SCHG $62.47B 0.04% $35.53 −0.86% $0.31 60 iShares Bitcoin Trust ETF IBIT $60.02B 0.25% $45.23 −2.42% $1.12 61 Oakmark International Fund Investor Class OAKIX · Mutual fund $57.74B 1.06% $34.93 +0.14% $0.05 62 American Funds 2035 Target Date Retirement Fd Cl F-1 FAQTX · Mutual fund $56.01B 0.70% $22.30 −0.09% $0.02 63 Vanguard Institutional Target Retirement 2030 Fund Institutional Shares VTTWX · Mutual fund $55.45B — $28.83 −0.83% $0.24 — 64 Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX · Mutual fund $55.40B 0.09% $10.30 −0.10% $0.01 65 Fidelity Mid Cap Index FSMDX · Mutual fund $53.59B 0.03% $43.16 −0.30% $0.13 66 Goldman Sachs GQG Partners International Opportunities Fund GSINX · Mutual fund $53.36B 0.89% $24.02 +0.46% $0.11 67 American Funds 2040 Target Date Retirement Fd Cl F-1 FAUTX · Mutual fund $53.30B 0.72% $24.98 −0.08% $0.02 68 Putnam Large Cap Value Fund PEQSX · Mutual fund $53.27B — $45.43 −0.46% $0.21 69 JPMorgan Core Bond Fund WOBDX · Mutual fund $53.09B 0.45% $10.10 +0.10% $0.01 70 Vanguard Short-Term Corporate Bond ETF VCSH $52.00B 0.03% $78.18 −0.04% $0.03 71 American Funds 2030 Target Date Retirement Fd Cl F-1 FAETX · Mutual fund $51.54B 0.69% $19.69 −0.10% $0.02 72 MFS Value A MEIAX · Mutual fund $50.89B 0.79% $54.80 −0.65% $0.36 73 Vanguard Intermediate-Term Treasury ETF VGIT $50.70B 0.03% $57.93 −0.07% $0.04 74 American Funds New Economy A ANEFX · Mutual fund $48.72B 0.72% $86.50 +0.37% $0.32 75 Fidelity OTC K FOCKX · Mutual fund $48.71B 0.65% $31.91 −0.09% $0.03 76 Columbia Dividend Income Fund CDDYX · Mutual fund $48.57B 0.54% $41.73 −0.60% $0.25 77 Vanguard Target Retirement 2060 Fund VTTSX · Mutual fund $48.16B 0.08% $69.47 −0.09% $0.06 78 Fidelity Large Cap Growth Idx FSPGX · Mutual fund $48.01B 0.03% $48.40 +0.00% $0.00 79 Bridge Builder Core Plus Bond BBCPX · Mutual fund $47.90B 0.16% $8.68 +0.00% $0.00 80 PIMCO Total Return A PTTAX · Mutual fund $47.73B 0.85% $8.60 −0.12% $0.01 81 Vanguard U.S. Growth Fund Admiral Shares VWUAX · Mutual fund $47.52B 0.25% $199.40 −0.18% $0.36 82 Vanguard Wellesley Income Fund Admiral Shares VWIAX · Mutual fund $47.44B 0.15% $63.00 −0.19% $0.12 83 Vanguard Institutional Target Retirement 2040 Fund Institutional Shares VIRSX · Mutual fund $47.41B — $30.89 −1.15% $0.36 — 84 Nuveen Equity Index W TEQWX · Mutual fund $47.26B 0.00% $53.42 −0.34% $0.18 85 American Funds 2045 Trgt Date Retire A AAHTX · Mutual fund $47.17B 0.69% $26.48 −0.08% $0.02 86 Baird Core Plus Bond Fund Investor Class BCOSX · Mutual fund $46.19B 0.55% $10.57 +0.00% $0.00 87 Vanguard International Growth Fund Admiral Shares VWILX · Mutual fund $46.07B 0.26% $126.81 −0.19% $0.24 88 Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit SWTSX · Mutual fund $45.11B 0.03% $18.68 −0.27% $0.05 89 MFS International Diversification Fund MDIJX · Mutual fund $45.11B 0.83% $31.87 +0.00% $0.00 90 Fidelity Extended Market Index Fund FSMAX · Mutual fund $44.72B 0.03% $117.39 +0.16% $0.19 91 Schwab U.S. Broad Market ETF SCHB $44.48B 0.03% $29.73 −0.30% $0.09 92 JPMorgan Equity Income Fund OIEIX · Mutual fund $44.10B 0.95% $28.27 −0.56% $0.16 93 State Street Health Care Select Sector SPDR ETF XLV $44.04B 0.08% $171.45 −1.04% $1.81 94 iShares Core Universal USD Bond ETF IUSB $43.63B 0.06% $45.25 +0.03% $0.01 95 Strategic Advisers Fidelity Em Mkts FGOMX · Mutual fund $43.62B 0.32% $19.54 +0.98% $0.19 96 DFA International Core Equity Portfolio DFIEX · Mutual fund $43.58B 0.23% $23.29 −0.09% $0.02 97 iShares Core Dividend Growth ETF DGRO $43.58B 0.08% $79.13 −0.61% $0.49 98 Lord Abbett Short Duration Income F3 LOLDX · Mutual fund $43.45B 0.32% $3.83 +0.00% $0.00 99 CREF Growth Account - R3 QCGRIX · Mutual fund $43.28B — $632.19 −0.91% $5.78 100 American Funds 2050 Trgt Date Retire A AALTX · Mutual fund $42.38B 0.69% $26.19 −0.04% $0.01 101 State Street SPDR Portfolio Developed World ex-US ETF SPDW $42.37B 0.03% $52.31 +0.40% $0.21 102 DFA U.S. Core Equity 1 Portfolio DFEOX · Mutual fund $41.97B 0.15% $56.80 −0.21% $0.12 103 iShares 7-10 Year Treasury Bond ETF IEF $41.96B 0.15% $92.25 −0.03% $0.03 104 MFS Growth Fund MFEIX · Mutual fund $41.91B 0.61% $206.50 −0.09% $0.19 105 iShares U.S. Equity Factor Rotation Active ETF DYNF $41.35B 0.26% $70.05 −0.36% $0.25 106 iShares Semiconductor ETF SOXX $41.03B 0.33% $519.86 +3.52% $17.66 107 iShares MBS ETF MBB $39.41B 0.04% $92.72 +0.06% $0.06 108 DFA U.S. Core Equity 2 Portfolio DFQTX · Mutual fund $39.26B 0.19% $50.77 −0.12% $0.06 109 Invesco Developing Markets Fund Class R6 ODVIX · Mutual fund $39.13B — $42.09 +0.74% $0.31 110 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX · Mutual fund $38.90B 0.09% $8.57 +0.00% $0.00 111 Capital Group Dividend Value ETF CGDV $38.63B 0.33% $50.08 −0.04% $0.02 112 DFA Emerging Markets Core Equity Portfolio DFCEX · Mutual fund $38.32B 0.39% $35.26 +0.71% $0.25 113 Vanguard Morningstar Mid-Cap Value ETF VOE $37.90B 0.05% $208.39 −0.37% $0.78 114 Fidelity Freedom 2040 K6 FHTKX · Mutual fund $37.76B 0.42% $14.65 +0.07% $0.01 115 Vanguard Target Retirement Income Fund VTINX · Mutual fund $36.47B 0.08% $14.38 +0.00% $0.00 116 Fidelity Freedom 2030 K6 FGTKX · Mutual fund $36.19B 0.35% $20.80 +0.05% $0.01 117 Fidelity Select Semiconductors Portfolio FSELX · Mutual fund $36.04B 0.60% $61.35 +2.99% $1.78 118 Fidelity Freedom 2035 K6 FWTKX · Mutual fund $35.58B 0.38% $19.09 +0.05% $0.01 119 Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX · Mutual fund $35.36B 0.09% $10.89 +0.00% $0.00 120 Vanguard Morningstar Mid-Cap Growth ETF VOT $35.34B 0.05% $300.18 +0.11% $0.33 121 Fidelity Puritan Fund FPURX · Mutual fund $35.17B 0.47% $28.63 −0.14% $0.04 122 Fidelity Freedom Index 2040 Fund - Investor Class FBIFX · Mutual fund $35.02B 0.12% $32.27 −0.06% $0.02 123 Fidelity Small Cap Index Fund FSSNX · Mutual fund $34.89B 0.03% $37.34 +0.27% $0.10 124 Vanguard Target Retirement 2020 Fund VTWNX · Mutual fund $34.67B 0.08% $28.91 +0.00% $0.00 125 JPMorgan U.S. Equity Fund JUSRX · Mutual fund $34.36B 0.54% $28.76 −0.21% $0.06 126 Fidelity Freedom Index 2045 Fund - Investor Class FIOFX · Mutual fund $33.66B 0.12% $35.05 −0.06% $0.02 127 Fidelity Freedom Index 2035 Fund - Investor Class FIHFX · Mutual fund $33.64B 0.12% $29.14 −0.03% $0.01 128 American Funds Global Balanced Fd Cl F-1 GBLEX · Mutual fund $33.13B 0.85% $43.23 −0.18% $0.08 129 iShares Core S&P U.S. Growth ETF IUSG $33.10B 0.04% $191.91 −0.12% $0.24 130 Vanguard Morningstar Mega Cap Growth ETF MGK $32.40B 0.05% $90.23 −0.49% $0.44 131 Fidelity Freedom Index 2050 Fund - Investor Class FIPFX · Mutual fund $32.32B 0.12% $35.28 −0.08% $0.03 132 Guggenheim Total Return Bond Fund GIBRX · Mutual fund $32.18B 0.42% $23.35 +0.00% $0.00 133 State Street Industrial Select Sector SPDR ETF XLI $32.06B 0.08% $175.27 +0.41% $0.71 134 Franklin DynaTech Fund FDTRX · Mutual fund $31.71B 0.44% $218.25 +0.74% $1.61 135 DFA U.S. Large Cap Value Portfolio (The) DFLVX · Mutual fund $31.52B 0.32% $68.77 −0.28% $0.19 136 iShares Silver Trust SLV $31.37B 0.50% $59.82 −1.20% $0.73 137 Bridge Builder Large Cap Growth BBGLX · Mutual fund $31.33B 0.19% $27.76 −0.32% $0.09 138 American Funds 2055 Target Date Retirement Fd Cl F-1 FAJTX · Mutual fund $31.27B 0.74% $32.86 −0.03% $0.01 139 iShares iBoxx $ Investment Grade Corporate Bond ETF LQD $31.13B 0.14% $105.48 −0.02% $0.02 140 Columbia Seligman Technology and Information Fund Class I CCIZX · Mutual fund $30.95B 0.91% $295.04 +0.90% $2.62 141 Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares VTCLX · Mutual fund $30.85B 0.05% $397.12 −0.35% $1.40 142 Cliffwater Corporate Lending Fund CCLFX · Mutual fund $30.78B — $10.36 +0.10% $0.01 143 DoubleLine Total Return Bond Fund Class I DBLTX · Mutual fund $30.72B 0.50% $8.60 +0.00% $0.00 144 Janus Henderson Research N JRANX · Mutual fund $30.52B 0.72% $95.72 +0.39% $0.37 145 VanEck Gold Miners ETF GDX $30.41B 0.51% $99.26 −2.20% $2.23 146 Janus Henderson AAA CLO ETF JAAA $30.33B 0.20% $50.58 +0.08% $0.04 147 SPDR Gold MiniShares Trust GLDM $30.23B — $87.73 −0.89% $0.79 148 American Funds 2025 Trgt Date Ret Inc F1 FAPTX · Mutual fund $30.23B 0.67% $16.82 −0.18% $0.03 149 Vanguard Capital Opportunity Fund Admiral Shares VHCAX · Mutual fund $30.00B 0.32% $270.48 +0.75% $2.02 150 Bridge Builder Large Cap Value Fund BBVLX · Mutual fund $29.51B 0.23% $19.92 −0.45% $0.09 
